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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	SIA Starfire Investment Advisers Southfield, Michigan	$362K	-$25.1K	1	0.26%	Reduced
2652	EWM Evermay Wealth Management Arlington, Virginia	$356K	-$271K	1	0.21%	Reduced
2653	TCMG TSP Capital Management Group Summit, New Jersey	$354K	$0	1	0.2%	Maintained
2654	LBG Lloyds Banking Group London, United Kingdom	$351K	-$21.1K	1	2.6%	Reduced
2655	RCA Rex Capital Advisors Providence, Rhode Island	$348K	+$389K	1	0.37%	New
2656	EWMCB EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey	$343K	+$347K	1	0.24%	New
2657	LFR Lehman Financial Resources Media, Pennsylvania	$343K	+$28.8K	12	0.17%	Increased
2658	JMH J.M. Hartwell New York	$341K	$0	1	0.08%	Maintained
2659	BCM Bourgeon Capital Management Darien, Connecticut	$340K	+$105K	1	0.24%	Increased
2660	NFGCM Norman Fields Gottscho Capital Management New York	$340K	$0	1	0.23%	Maintained
2661	AFG American Financial Group Cincinnati, Ohio	$339K	+$74.2K	1	0.02%	Increased
2662	AWM Affinity Wealth Management Wilmington, Delaware	$338K	+$8.05K	1	0.34%	Increased
2663	CM Cornerstone Management Duluth, Georgia	$330K	$0	1	0.25%	Maintained
2664	NEAM New England Asset Management Farmington, Connecticut	$328K	$0	3	0.01%	Maintained
2665	TSU TD Securities (USA) New York	$326K	-$240M	17	3%	Reduced
2666	RWM Raffa Wealth Management Washington, District of Columbia	$320K	-$158	34	0.19%	Reduced
2667	PHS Pekin Hardy Strauss Chicago, Illinois	$318K	-$68K	1	0.07%	Reduced
2668	WHI William Harris Investors Chicago, Illinois	$316K	$0	1	0.09%	Maintained
2669	SHJ Sharkey, Howes & Javer Denver, Colorado	$315K	-$47.1K	4	0.24%	Reduced
2670	WCM Windward Capital Management Los Angeles, California	$308K	-$1.53K	1	0.08%	Reduced
2671	AC Alley Company Lake Forest, Illinois	$302K	-$239K	1	0.16%	Reduced
2672	TFF The Family Firm Bethesda, Maryland	$300K	+$311K	1	0.16%	New
2673	CPSAC Chas P. Smith & Associates (CPS) Lakeland, Florida	$295K	-$233K	1	0.06%	Reduced
2674	SC Stratford Consulting Addison, Texas	$294K	-$30.3K	1	0.16%	Reduced
2675	BCM Basso Capital Management Stamford, Connecticut	$289K	+$320K	1	0.05%	New