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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
2651	CC Callan Capital La Jolla, California	$222K	+$223K	1	0.06%	New
2652	ARGA Investment Management Stamford, Connecticut	$218K	-$1.81M	1	0.08%	Reduced
2653	DOA D'Orazio & Associates Falls Church, Virginia	$211K	+$106	6	0.16%	Increased
2654	Waldron Private Wealth Bridgeville, Pennsylvania	$210K	+$206K	1	0.1%	New
2655	BFPW BOK Financial Private Wealth Denver, Colorado	$209K	+$185K	1	0.03%	New
2656	Alesco Advisors Pittsford, New York	$204K	+$181K	1	0.02%	New
2657	PG Portola Group San Jose, California	$201K	+$197K	1	0.17%	New
2658	TIM Tortoise Investment Management White Plains, New York	$192K	+$21.2K	6	0.08%	Increased
2659	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$189K	$0	4	0.13%	Maintained
2660	HM Harvest Management New York	$186K	-$297K	1	0.19%	Reduced
2661	AGA Accuvest Global Advisors Provo, Utah	$182K	+$185K	1	0.06%	New
2662	NCMG NCM Capital Management Group Durham, North Carolina	$156K	-$169K	1	1.81%	Reduced
2663	VCM Vigilant Capital Management Portland, Maine	$143K	-$6.92K	6	0.03%	Reduced
2664	DA Denali Advisors San Diego, California	$121K	-$122K	2	0.03%	Reduced
2665	IC IKOS CIF Limassol, Cyprus	$112K	-$3.53M	6	0.36%	Reduced
2666	LWA Lenox Wealth Advisors New York	$111K	+$31.8K	4	0.05%	Increased
2667	Pathstone Family Office Englewood, New Jersey	$98K	-$19.3K	7	0.28%	Reduced
2668	ACM Axel Capital Management New York	$92K	-$710K	1	0.17%	Reduced
2669	KCM Kensico Capital Management Greenwich, Connecticut	$83K	+$80.3K	1	0%	New
2670	WCAM West Coast Asset Management Montecito, California	$79.2K	+$79.5K	1	0.14%	New
2671	Rothschild & Co Wealth Management (UK) London, United Kingdom	$70K	+$67.9K	1	0.01%	New
2672	JAM JCIC Asset Management Toronto, Ontario, Canada	$69K	+$69.2K	2	0.01%	New
2673	PO Private Ocean San Rafael, California	$62K	+$34.5K	5	0.05%	Increased
2674	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$44.1K	+$11.6K	6	5.54%	Increased
2675	PCC Park Circle Company Baltimore, Maryland	$43K	+$39.6K	2	0.03%	New