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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	PHK Point72 Hong Kong Hong Kong	$1.01M	-$650K	12	1.98%	Reduced
2577	IFS Ifrah Financial Services Little Rock, Arkansas	$1.01M	-$26.8K	4	0.4%	Reduced
2578	SRAM Stone Ridge Asset Management New York	$1.01M	-$252K	4	6.11%	Reduced
2579	Aristeia Capital Greenwich, Connecticut	$992K	-$4.07M	1	0.12%	Reduced
2580	EAM Evanson Asset Management Carmel, California	$979K	-$232K	2	0.34%	Reduced
2581	GBT Grove Bank & Trust Miami, Florida	$966K	-$135K	6	0.88%	Reduced
2582	NAM NTV Asset Management Charleston, West Virginia	$956K	+$368	1	0.37%	Increased
2583	BWM Bernicke Wealth Management Altoona, Wisconsin	$942K	+$42.9K	1	0.87%	Increased
2584	HCM Highlander Capital Management Short Hills, New Jersey	$936K	-$202K	7	0.88%	Reduced
2585	NYLT New York Life Trust New York	$936K	+$353K	11	4.05%	Increased
2586	SAM Silverback Asset Management Chapel Hill, North Carolina	$936K	-$5.24M	1	0.13%	Reduced
2587	BCM Bienville Capital Management New York	$935K	+$201K	3	0.31%	Increased
2588	DOA D'Orazio & Associates Falls Church, Virginia	$935K	+$697K	13	0.39%	Increased
2589	MCF Advisors Covington, Kentucky	$926K	-$42.8K	14	0.24%	Reduced
2590	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$925K	+$604K	2	0.17%	Increased
2591	WAS Winch Advisory Services Appleton, Wisconsin	$925K	-$366K	6	1.49%	Reduced
2592	NBC Neuberger Berman Canada Toronto, Ontario, Canada	$916K	-$124K	1	0.34%	Reduced
2593	Klingman & Associates New York	$915K	+$3.43K	9	0.33%	Increased
2594	PBO Peoples Bank (Ohio) Marietta, Ohio	$913K	-$61.4K	3	0.58%	Reduced
2595	MC Miles Capital West Des Moines, Iowa	$907K	+$234K	2	0.61%	Increased
2596	OIM Orca Investment Management Roseburg, Oregon	$898K	$0	1	1.01%	Maintained
2597	PCM Perkins Capital Management Wayzata, Minnesota	$883K	-$32.2K	3	1.11%	Reduced
2598	PWAG Polaris Wealth Advisory Group San Rafael, California	$882K	+$154K	2	0.14%	Increased
2599	NPF Norris Perne & French Grand Rapids, Michigan	$877K	-$6.69M	2	0.18%	Reduced
2600	BWA Burt Wealth Advisors North Bethesda, Maryland	$872K	+$26.9K	15	0.79%	Increased