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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
2726	RP Raiff Partners New York	$384K	+$405K	1	0.42%	New
2727	SHJ Sharkey, Howes & Javer Denver, Colorado	$380K	-$141K	5	0.29%	Reduced
2728	AGA Accuvest Global Advisors Provo, Utah	$379K	$0	1	0.14%	Maintained
2729	Miracle Mile Advisors Los Angeles, California	$371K	+$114K	1	0.25%	Increased
2730	PLCM Plymouth Lane Capital Management New York	$371K	+$391K	1	0.18%	New
2731	NFGCM Norman Fields Gottscho Capital Management New York	$370K	$0	1	0.23%	Maintained
2732	BHTS Bar Harbor Trust Services Ellsworth, Maine	$365K	-$672K	1	0.16%	Reduced
2733	NEAM New England Asset Management Farmington, Connecticut	$363K	$0	3	0.01%	Maintained
2734	RWM Raffa Wealth Management Washington, District of Columbia	$362K	+$47K	33	0.22%	Increased
2735	CM Cornerstone Management Duluth, Georgia	$359K	-$24K	1	0.26%	Reduced
2736	TAAM Top Ace Asset Management Hong Kong	$348K	-$436K	1	0.28%	Reduced
2737	LFR Lehman Financial Resources Media, Pennsylvania	$343K	-$53.8K	10	0.17%	Reduced
2738	WHI William Harris Investors Chicago, Illinois	$343K	$0	1	0.1%	Maintained
2739	NA Newport Asia San Francisco, California	$337K	+$361K	1	0.12%	New
2740	WCM Windward Capital Management Los Angeles, California	$332K	+$3.14K	1	0.09%	Increased
2741	EM Endicott Management New York	$330K	+$359K	1	0.12%	New
2742	SC Stratford Consulting Addison, Texas	$329K	-$35K	1	0.16%	Reduced
2743	Element Capital Management New York	$325K	+$350K	4	0.12%	New
2744	BCM Bourgeon Capital Management Darien, Connecticut	$324K	-$535K	1	0.2%	Reduced
2745	AF Aldebaran Financial	$316K	-$1.12M	1	0.27%	Reduced
2746	Avior Wealth Management Omaha, Nebraska	$313K	+$10.7K	10	0.24%	Increased
2747	Chicago Partners Investment Group Chicago, Illinois	$310K	+$2.9K	5	0.14%	Increased
2748	Exencial Wealth Advisors Oklahoma City, Oklahoma	$310K	-$3.13M	1	0.2%	Reduced
2749	GWA Genesis Wealth Advisors Braintree, Massachusetts	$310K	-$58.9K	6	0.25%	Reduced
2750	BEC Blue Edge Capital Richmond, Virginia	$309K	$0	1	0.2%	Maintained