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Semiconductors

Semiconductor companies design and manufacture the chips underneath every other technology theme. The industry is deeply cyclical and enormously capital hungry, and a handful of firms control the steps that no one else can perform.

178 stocks

Advanced Packaging Analog & Power Semis Photonics & Optical Interconnect Semicap & Lithography

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
2551	MCM Matterhorn Capital Management San Antonio, Texas	$1.4M	-$554K	2	0.93%	Reduced
2552	MS Marshall & Sullivan Seattle, Washington	$1.4M	-$10.9K	1	1.8%	Reduced
2553	CBA Coastal Bridge Advisors Westport, Connecticut	$1.4M	+$12K	2	0.68%	Increased
2554	TIA Trust Investment Advisors Indianapolis, Indiana	$1.39M	-$130K	2	1.58%	Reduced
2555	HCP Holt Capital Partners Fort Worth, Texas	$1.38M	+$28.3K	1	0.54%	Increased
2556	GFG Gray Financial Group Atlanta, Georgia	$1.38M	+$28.2K	3	0.57%	Increased
2557	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$1.38M	-$1.74M	14	0.19%	Reduced
2558	CCMU Cheyne Capital Management (UK) London, United Kingdom	$1.37M	+$1.22M	1	0.83%	New
2559	JFA Johanson Financial Advisors Campbell, California	$1.37M	-$36.4K	2	1.48%	Reduced
2560	WP WealthPLAN Partners Omaha, Nebraska	$1.37M	-$1.09M	16	0.45%	Reduced
2561	GIM Groesbeck Investment Management Paramus, New Jersey	$1.37M	+$65.7K	3	1.01%	Increased
2562	SA Springowl Associates New York	$1.36M	+$449K	2	2.7%	Increased
2563	OAM Occidental Asset Management Burlingame, California	$1.36M	+$33.7K	3	1.11%	Increased
2564	TM Tikvah Management Charlotte, North Carolina	$1.36M	$0	1	0.71%	Maintained
2565	EA Elm Advisors Burlingame, California	$1.35M	$0	2	1.25%	Maintained
2566	SRSA S.R. Schill & Associates Mercer Island, Washington	$1.35M	+$49.9K	2	0.88%	Increased
2567	CNFG Creegan & Nassoura Financial Group Portsmouth, New Hampshire	$1.34M	-$325K	1	1.57%	Reduced
2568	SM Sciencast Management Princeton, New Jersey	$1.34M	-$4.89M	3	3.97%	Reduced
2569	LC Lourd Capital Beverly Hills, California	$1.33M	+$10K	2	0.15%	Increased
2570	EAM Evanson Asset Management Carmel, California	$1.3M	+$193K	3	0.37%	Increased
2571	Capital Wealth Planning Naples, Florida	$1.3M	+$199K	2	1.01%	Increased
2572	CAAS Capital Asset Advisory Services Williamston, Michigan	$1.29M	+$153K	2	1.71%	Increased
2573	PIM Partner Investment Management San Francisco, California	$1.29M	-$1.51M	2	1.91%	Reduced
2574	ACM Alpha Capital Management Austin, Texas	$1.28M	+$121K	4	0.93%	Increased
2575	Heritage Wealth Advisors Richmond, Virginia	$1.27M	+$248K	4	0.88%	Increased