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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

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
2651
LWA
Lenox Wealth Advisors
New York
$70K -$15.5K 5 0.04% Reduced
2652
LFG
LifePlan Financial Group
Ohio
$66K +$27.8K 2 0.05% Increased
2653
TFMS
Trust & Fiduciary Management Services
Massachusetts
$51K -$39.7K 1 0.03% Reduced
2654
EAMA
EFG Asset Management (Americas)
Florida
$44K +$50 1 0.04% Increased
2655
PFG
Piershale Financial Group
Illinois
$39K -$1.78K 3 0.05% Reduced
2656
WFI
West Family Investments
California
$38K $0 1 0.01% Maintained
2657
Financial Engines Advisors
Financial Engines Advisors
California
$36K -$6.29K 1 0.03% Reduced
2658
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$33.5K +$42 6 4.61% Increased
2659
WCM
Wealthcare Capital Management
Virginia
$33K +$7.4K 3 0.01% Increased
2660
Blackhill Capital
Blackhill Capital
New Jersey
$27K -$11.7K 1 0% Reduced
2661
TC
Travelers Companies
Minnesota
$20K -$69.1K 1 0% Reduced
2662
PO
Private Ocean
California
$19K +$824 4 0.01% Increased
2663
EMA
Efficient Market Advisors
California
$13K -$1K 2 0% Reduced
2664
MIM
Macroview Investment Management
Maryland
$13K -$3.64K 2 0.02% Reduced
2665
Guinness Asset Management
Guinness Asset Management
United Kingdom
$10K $0 1 0.01% Maintained
2666
NHFG
New Harbor Financial Group
Massachusetts
$5K $0 1 0% Maintained
2667
NMIS
Northwestern Mutual Investment Services
Wisconsin
$2K $0 2 0% Maintained
2668
YL
YCG LLC
Texas
$2K -$2K 1 0% Reduced
2669
Alesco Advisors
Alesco Advisors
New York
$0 -$213K 0 – Closed
2670
AT
Alliance Trust
United Kingdom
$0 -$126M 0 – Closed
2671
AP
AlpInvest Partners
Netherlands
$0 -$908K 0 – Closed
2672
ACM
American Capital Management
New York
$0 -$1.56M 0 – Closed
2673
AIP
ARS Investment Partners
New York
$0 -$285K 0 – Closed
2674
BC
Beaconlight Capital
New York
$0 -$4.36M 0 – Closed
2675
BS
Bessemer Securities
New York
$0 -$1.33M 0 – Closed