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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
2601	PIM Partner Investment Management San Francisco, California	$904K	+$878K	6	1.27%	New
2602	KIA King Investment Advisors Houston, Texas	$899K	-$5.19M	1	2.07%	Reduced
2603	PNAA Pictet North America Advisors Geneva 73, Switzerland	$897K	-$1.69M	2	0.32%	Reduced
2604	SCG Sonata Capital Group Seattle, Washington	$894K	-$9.7K	2	0.77%	Reduced
2605	PG Portola Group San Jose, California	$893K	+$726K	1	1.18%	Increased
2606	TT Tiedemann Trust Wilmington, Delaware	$872K	$0	2	0.07%	Maintained
2607	BWA Burt Wealth Advisors North Bethesda, Maryland	$871K	$0	5	0.95%	Maintained
2608	Annex Advisory Services Brookfield, Wisconsin	$866K	+$246K	2	0.28%	Increased
2609	Choreo LLC Rockford, Illinois	$862K	-$7.11K	2	0.22%	Reduced
2610	HPA Hilltop Park Associates New York	$862K	-$4.21M	1	1.71%	Reduced
2611	CL CSS LLC Chicago, Illinois	$861K	-$304K	5	0.04%	Reduced
2612	Waldron Private Wealth Bridgeville, Pennsylvania	$860K	-$48.3K	3	0.34%	Reduced
2613	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$859K	-$180K	4	0.07%	Reduced
2614	Balentine LLC Atlanta, Georgia	$858K	-$127K	10	0.14%	Reduced
2615	FHB First Hawaiian Bank Honolulu, Hawaii	$857K	+$527K	3	0.14%	Increased
2616	TFO Tarbox Family Office Newport Beach, California	$851K	-$187	17	0.74%	Reduced
2617	PAM PT Asset Management Chicago, Illinois	$848K	+$442K	4	0.24%	Increased
2618	MP Manifold Partners San Francisco, California	$846K	-$490K	2	0.76%	Reduced
2619	DFIM Detwiler Fenton Investment Management Boston, Massachusetts	$844K	-$3.65M	1	2.72%	Reduced
2620	KCM Karp Capital Management Sausalito, California	$843K	-$13.9K	10	0.57%	Reduced
2621	BWM Bernicke Wealth Management Altoona, Wisconsin	$841K	+$105K	1	0.8%	Increased
2622	AIM Advantage Investment Management Cedar Rapids, Iowa	$839K	-$292K	19	0.41%	Reduced
2623	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$834K	-$315K	3	0.37%	Reduced
2624	SC Sumit Capital New York	$828K	+$906K	4	4.98%	New
2625	WP WealthPLAN Partners Omaha, Nebraska	$819K	+$12.7K	11	0.36%	Increased