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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
2626	TFMS Trust & Fiduciary Management Services Boston, Massachusetts	$91K	-$54.4K	2	0.06%	Reduced
2627	TC Travelers Companies Saint Paul, Minnesota	$90K	+$60.9K	1	0.02%	New
2628	LWA Lenox Wealth Advisors New York	$84K	-$8.7K	10	0.06%	Reduced
2629	Jupiter Investment Management London, United Kingdom	$74K	-$6.25M	1	0.01%	Reduced
2630	Financial Engines Advisors Santa Clara, California	$45K	-$3.02K	1	0.04%	Reduced
2631	EAMA EFG Asset Management (Americas) Miami, Florida	$44.5K	+$41.4K	1	0.04%	New
2632	PFG Piershale Financial Group Barrington, Illinois	$41K	-$3.26M	5	0.06%	Reduced
2633	Blackhill Capital Morristown, New Jersey	$40K	+$36.7K	2	0.01%	New
2634	LFG LifePlan Financial Group Dayton, Ohio	$36K	$0	2	0.02%	Maintained
2635	EU Emory University Atlanta, Georgia	$35K	+$2.12K	7	0.02%	Increased
2636	WFI West Family Investments Carlsbad, California	$35K	$0	1	0.01%	Maintained
2637	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$30.7K	+$6.2K	6	4.29%	Increased
2638	WCM Wealthcare Capital Management Richmond, Virginia	$22K	+$17	2	0%	Increased
2639	SMA Simply Money Advisors Cincinnati, Ohio	$18K	-$39.3K	2	0%	Reduced
2640	PO Private Ocean San Rafael, California	$17K	+$17K	4	0.01%	New
2641	CFA Camarda Financial Advisors Fleming Island, Florida	$16K	-$2.1M	3	0.01%	Reduced
2642	MIM Macroview Investment Management Bethesda, Maryland	$16K	$0	2	0.03%	Maintained
2643	EMA Efficient Market Advisors San Diego, California	$14K	+$8.74K	3	0%	Increased
2644	Guinness Asset Management London, United Kingdom	$10K	-$21.8K	1	0.01%	Reduced
2645	CEMP Compass Efficient Model Portfolios Brentwood, Tennessee	$7K	$0	1	0.26%	Maintained
2646	WCM Westend Capital Management Sausalito, California	$7K	+$6.38K	2	0.01%	New
2647	NHFG New Harbor Financial Group Worcester, Massachusetts	$5K	-$71K	1	0.01%	Reduced
2648	YL YCG LLC Austin, Texas	$5K	-$604K	2	0%	Reduced
2649	NMIS Northwestern Mutual Investment Services Milwaukee, Wisconsin	$2K	+$2.15K	2	0%	New
2650	3NC 300 North Capital Pasadena, California	$0	-$1.56M	0	–	Closed