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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	CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota	$375K	+$368K	1	0.06%	New
2727	NFGCM Norman Fields Gottscho Capital Management New York	$362K	$0	1	0.26%	Maintained
2728	EDRIA Edmonds Duncan Registered Investment Advisors Lawrence, Kansas	$356K	+$349K	1	0.24%	New
2729	LP LGL Partners Philadelphia, Pennsylvania	$343K	+$359K	1	0.19%	New
2730	SAMC Spectrum Asset Management (California) Newport Beach, California	$343K	-$1.03M	1	0.39%	Reduced
2731	NEAM New England Asset Management Farmington, Connecticut	$338K	$0	3	0.01%	Maintained
2732	PHS Pekin Hardy Strauss Chicago, Illinois	$338K	$0	1	0.08%	Maintained
2733	UAS United Asset Strategies Garden City, New York	$337K	+$330K	1	0.15%	New
2734	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$335K	+$336K	5	0.32%	New
2735	SC Stratford Consulting Addison, Texas	$331K	-$5.34K	1	0.17%	Reduced
2736	AFG American Financial Group Cincinnati, Ohio	$330K	$0	1	0.03%	Maintained
2737	AC Alley Company Lake Forest, Illinois	$326K	$0	1	0.16%	Maintained
2738	BA Birinyi Associates Westport, Connecticut	$325K	-$288K	1	0.21%	Reduced
2739	WHI William Harris Investors Chicago, Illinois	$322K	-$13.2K	1	0.08%	Reduced
2740	CPSAC Chas P. Smith & Associates (CPS) Lakeland, Florida	$319K	+$5.66K	1	0.06%	Increased
2741	JCM JS Capital Management New York	$316K	-$834K	1	0.08%	Reduced
2742	SHJ Sharkey, Howes & Javer Denver, Colorado	$315K	+$2.8K	5	0.22%	Increased
2743	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$309K	-$36	5	0.17%	Reduced
2744	VIM Veritas Investment Management London, United Kingdom	$307K	+$170K	2	0.06%	Increased
2745	CW Cabot-Wellington Boston, Massachusetts	$306K	-$5.91M	1	0.21%	Reduced
2746	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$305K	-$143K	2	0.07%	Reduced
2747	GFG Gray Financial Group Atlanta, Georgia	$304K	$0	1	0.22%	Maintained
2748	EWM Evermay Wealth Management Arlington, Virginia	$303K	-$101K	1	0.18%	Reduced
2749	S StratiFi San Francisco, California	$303K	-$1.07M	1	0.11%	Reduced
2750	BFC Blue Fin Capital Warren, Rhode Island	$302K	-$8.96K	1	0.23%	Reduced