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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	ECAM East Coast Asset Management Essex, Massachusetts	$1.42M	+$54.9K	1	0.39%	Increased
2702	ADMI Albert D. Mason Inc Boston, Massachusetts	$1.39M	+$8.46K	1	1.18%	Increased
2703	MUS Mitsubishi UFJ Securities Tokyo, Japan	$1.38M	+$205K	13	7.47%	Increased
2704	SIM Sterling Investment Management Tucson, Arizona	$1.38M	-$84.7K	1	1.93%	Reduced
2705	JWM Jacobus Wealth Management Milwaukee, Wisconsin	$1.38M	+$214K	6	0.39%	Increased
2706	NFG Nadler Financial Group Deerfield, Illinois	$1.38M	-$26.7K	2	0.48%	Reduced
2707	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$1.38M	-$437K	3	1.08%	Reduced
2708	WC Wexford Capital West Palm Beach, Florida	$1.38M	-$668K	4	0.11%	Reduced
2709	IAS INR Advisory Services Media, Pennsylvania	$1.38M	+$12.5K	3	0.22%	Increased
2710	PCM Perkins Capital Management Wayzata, Minnesota	$1.37M	-$512K	4	1.41%	Reduced
2711	JFA Johanson Financial Advisors Campbell, California	$1.36M	+$1.37M	2	1.2%	New
2712	GC Garde Capital Seattle, Washington	$1.35M	-$195K	2	0.36%	Reduced
2713	AE Wealth Management Topeka, Kansas	$1.34M	+$661K	3	0.25%	Increased
2714	FA FCG Advisors Chatham, New Jersey	$1.33M	-$25.2K	3	0.54%	Reduced
2715	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$1.33M	-$1M	3	0.48%	Reduced
2716	VFPI Vantage Financial Partners (Illinois) Arlington Heights, Illinois	$1.33M	+$1.02M	2	0.95%	Increased
2717	CG CFO4Life Group Coppell, Texas	$1.33M	+$1.22M	2	1.21%	New
2718	Meridian Wealth Management Lexington, Kentucky	$1.33M	+$1.01M	4	0.8%	Increased
2719	WAS Winch Advisory Services Appleton, Wisconsin	$1.32M	+$39.7K	12	0.84%	Increased
2720	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$1.32M	-$969K	13	0.53%	Reduced
2721	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$1.31M	+$325K	4	0.64%	Increased
2722	I2I Insight 2811 Inc Chicago, Illinois	$1.3M	+$10.4K	2	1%	Increased
2723	HCM Huber Capital Management El Segundo, California	$1.3M	-$34.6K	1	0.07%	Reduced
2724	Global Retirement Partners San Rafael, California	$1.3M	-$234K	26	0.73%	Reduced
2725	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$1.29M	-$763K	1	1.06%	Reduced