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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	PBT Pictet Bank & Trust Nassau, Bahamas	$394K	-$49.1K	2	0.14%	Reduced
2727	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$391K	-$255K	4	0.03%	Reduced
2728	TAM Telemark Asset Management Boston, Massachusetts	$391K	+$357K	1	0.1%	New
2729	MM Main Management San Francisco, California	$388K	-$126K	1	0.07%	Reduced
2730	SAMC Spectrum Asset Management (California) Newport Beach, California	$384K	+$58.3K	1	0.48%	Increased
2731	LP LGL Partners Philadelphia, Pennsylvania	$380K	+$242	1	0.2%	Increased
2732	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$375K	$0	1	0.13%	Maintained
2733	DLG Daniel L. Goodwin	$370K	$0	2	0.09%	Maintained
2734	CFS Commonwealth Financial Services Vienna, West Virginia	$364K	-$142K	3	0.54%	Reduced
2735	RCA Rex Capital Advisors Providence, Rhode Island	$363K	$0	1	0.37%	Maintained
2736	LG Leuthold Group Minneapolis, Minnesota	$359K	+$200K	2	0.04%	Increased
2737	UAS United Asset Strategies Garden City, New York	$358K	+$40K	1	0.16%	Increased
2738	HA Harfst & Associates Sheridan, Wyoming	$357K	-$7.81M	1	0.23%	Reduced
2739	QOP Quinn Opportunity Partners Charlottesville, Virginia	$356K	+$166K	1	0.14%	Increased
2740	ZF Zhang Financial Portage, Michigan	$351K	+$323K	1	0.2%	New
2741	WHI William Harris Investors Chicago, Illinois	$343K	-$12.3K	1	0.09%	Reduced
2742	SHJ Sharkey, Howes & Javer Denver, Colorado	$340K	+$28.8K	7	0.25%	Increased
2743	Avidian Wealth Enterprises Houston, Texas	$338K	+$292	1	0.18%	New
2744	BI Boulegeris Investments Sandy Springs, Georgia	$338K	+$20K	1	0.24%	Increased
2745	CW Cabot-Wellington Boston, Massachusetts	$338K	$0	1	0.25%	Maintained
2746	Capital Wealth Planning Naples, Florida	$338K	-$516K	1	0.24%	Reduced
2747	AC Alley Company Lake Forest, Illinois	$337K	$0	1	0.16%	Maintained
2748	EDRIA Edmonds Duncan Registered Investment Advisors Lawrence, Kansas	$334K	$0	1	0.22%	Maintained
2749	BA Birinyi Associates Westport, Connecticut	$332K	$0	1	0.15%	Maintained
2750	Chicago Partners Investment Group Chicago, Illinois	$331K	-$222K	4	0.17%	Reduced