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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
2701	ACM Americafirst Capital Management Roseville, California	$650K	-$748K	6	0.54%	Reduced
2702	QC QCM Cayman Houston, Texas	$646K	-$1.85M	3	0.72%	Reduced
2703	SAM Solaris Asset Management New York	$645K	+$532K	12	0.41%	Increased
2704	RC Reik & Co New York	$635K	+$48.3K	2	0.22%	Increased
2705	AZA Arthur Zaske & Associates Bingham Farms, Michigan	$634K	+$605K	2	0.94%	New
2706	GAG GM Advisory Group Melville, New York	$627K	-$39.1K	1	0.23%	Reduced
2707	Eagle Capital Management (New York) New York	$626K	$0	1	0%	Maintained
2708	SFPM Sensible Financial Planning & Management Waltham, Massachusetts	$623K	$0	1	0.43%	Maintained
2709	BRCA Birch Run Capital Advisors Dallas, Texas	$615K	$0	1	0.23%	Maintained
2710	IWC Integrated Wealth Counsel Carmel, California	$614K	+$122K	8	1.29%	Increased
2711	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$610K	$0	2	0.47%	Maintained
2712	MWP Moller Wealth Partners	$606K	$0	2	0.28%	Maintained
2713	RMC Regis Management Company Menlo Park, California	$603K	$0	1	0.11%	Maintained
2714	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$597K	-$542K	12	0.17%	Reduced
2715	PVH Psagot Value Holdings Tel Aviv, Israel	$594K	+$382K	4	0.02%	Increased
2716	AAM American Asset Management Boca Raton, Florida	$593K	+$541K	2	0.34%	New
2717	Atalanta Sosnoff Capital New York	$590K	-$3.19M	2	0.02%	Reduced
2718	JC Jetstream Capital Brentwood, Tennessee	$589K	+$501K	1	7.89%	New
2719	BC Barnett & Company Chattanooga, Tennessee	$580K	-$8.47K	5	0.31%	Reduced
2720	LFA Landmark Financial Advisors Bowling Green, Kentucky	$573K	-$38.1K	2	0.49%	Reduced
2721	WMG WESCAP Management Group Glendale, California	$570K	$0	1	0.3%	Maintained
2722	WIA Westbourne Investment Advisors Annapolis, Maryland	$568K	-$897K	2	0.5%	Reduced
2723	BP BBR Partners New York	$567K	$0	1	0.09%	Maintained
2724	HCM Huber Capital Management El Segundo, California	$567K	+$493K	1	0.02%	New
2725	KL Kinsight LLC Birmingham, Alabama	$566K	$0	2	0.3%	Maintained