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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
2576	MM Main Management San Francisco, California	$473K	-$6.38M	1	0.1%	Reduced
2577	WCM Weatherstone Capital Management Denver, Colorado	$471K	+$209K	2	0.13%	Increased
2578	KPCM Kings Point Capital Management Great Neck, New York	$470K	+$66.5K	10	0.14%	Increased
2579	Avior Wealth Management Omaha, Nebraska	$464K	-$112K	8	0.39%	Reduced
2580	STIA Stone Toro Investment Advisers Princeton, New Jersey	$453K	-$336K	2	1.31%	Reduced
2581	SA SRH Advisors Salina, Kansas	$449K	+$42K	2	3.54%	Increased
2582	Karpus Investment Management Pittsford, New York	$448K	$0	2	0.02%	Maintained
2583	BCM Beddow Capital Management Jackson, Wyoming	$447K	+$55.5K	1	0.12%	Increased
2584	LCM Landscape Capital Management Englewood, New Jersey	$447K	+$413K	3	0.3%	New
2585	RWM Raffa Wealth Management Washington, District of Columbia	$442K	-$24.2K	8	0.34%	Reduced
2586	PWM ParenteBeard Wealth Management York, Pennsylvania	$435K	+$9.43K	1	0.19%	Increased
2587	HHGA Halbert Hargrove Global Advisors Long Beach, California	$431K	-$266K	1	0.13%	Reduced
2588	SCM Symons Capital Management Pittsburgh, Pennsylvania	$430K	-$382K	2	0.1%	Reduced
2589	OAM Occidental Asset Management Burlingame, California	$430K	-$30.1K	1	0.74%	Reduced
2590	Brookstone Capital Management Wheaton, Illinois	$428K	+$400K	2	0.09%	New
2591	GPC Glacier Peak Capital Bellevue, Washington	$419K	-$130K	1	0.26%	Reduced
2592	TCM TD Capital Management Memphis, Tennessee	$419K	$0	1	0.09%	Maintained
2593	WRM Weybosset Research & Management Province, Rhode Island	$418K	$0	1	0.27%	Maintained
2594	RC Reik & Co New York	$397K	+$52.1K	1	0.13%	Increased
2595	FA FCG Advisors Chatham, New Jersey	$394K	-$642K	2	0.3%	Reduced
2596	SR Sloane Robinson London, United Kingdom	$391K	-$274K	1	0.25%	Reduced
2597	SC Sophrosyne Capital New York	$387K	-$186K	1	0.39%	Reduced
2598	PNAA Pictet North America Advisors Geneva 73, Switzerland	$385K	-$1.12M	1	0.1%	Reduced
2599	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$384K	-$141K	12	1.12%	Reduced
2600	ECP Electron Capital Partners New York	$383K	-$1.02M	1	0.15%	Reduced