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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	KCM Karp Capital Management Sausalito, California	$1.4M	-$2.69M	2	0.69%	Reduced
2702	AFS Amtrust Financial Services New York	$1.4M	-$885K	1	0.78%	Reduced
2703	Global Retirement Partners San Rafael, California	$1.39M	+$86.6K	27	0.65%	Increased
2704	JWM Jacobus Wealth Management Milwaukee, Wisconsin	$1.39M	+$32.2K	6	0.38%	Increased
2705	PVH Psagot Value Holdings Tel Aviv, Israel	$1.39M	-$71.3K	4	0.06%	Reduced
2706	MC Matisse Capital Portland, Oregon	$1.39M	+$72	2	0.71%	Increased
2707	FPS Fieldpoint Private Securities Greenwich, Connecticut	$1.37M	-$533K	5	0.93%	Reduced
2708	VNA VNBTrust National Association Charlottesville, Virginia	$1.37M	+$203K	4	0.55%	Increased
2709	JAFL Jay A. Fishman Ltd Troy, Michigan	$1.37M	-$152K	2	0.29%	Reduced
2710	PCP Proficio Capital Partners Newton, Massachusetts	$1.37M	-$294K	33	0.57%	Reduced
2711	Park Avenue Securities New York	$1.35M	+$1.36M	4	0.15%	New
2712	FBFS First Business Financial Services Madison, Wisconsin	$1.35M	+$648K	3	0.28%	Increased
2713	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$1.34M	+$59.5K	13	0.53%	Increased
2714	Heritage Wealth Advisors Richmond, Virginia	$1.34M	+$8.78K	4	0.69%	Increased
2715	FBT First Bank & Trust Brookings, South Dakota	$1.34M	+$133K	4	1.13%	Increased
2716	MA Minerva Advisors Bala Cynwyd, Pennsylvania	$1.33M	-$59.8K	2	0.74%	Reduced
2717	FSA Financial Sense Advisors San Diego, California	$1.32M	+$1.29M	1	0.69%	New
2718	RCS Retirement Capital Strategies San Jose, California	$1.32M	$0	1	0.74%	Maintained
2719	CIAS Capital Investment Advisory Services Raleigh, North Carolina	$1.32M	+$144K	4	0.87%	Increased
2720	NAM NTV Asset Management Charleston, West Virginia	$1.31M	-$185K	2	0.4%	Reduced
2721	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$1.3M	+$32.9K	3	0.23%	Increased
2722	WFI West Family Investments Carlsbad, California	$1.3M	$0	1	0.28%	Maintained
2723	TC Tairen Capital Hong Kong	$1.29M	-$1.88M	1	0.29%	Reduced
2724	MCF Advisors Covington, Kentucky	$1.29M	+$4.56K	12	0.26%	Increased
2725	GWS Glassman Wealth Services Vienna, Virginia	$1.27M	-$1.88K	21	0.84%	Reduced