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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
2751	UMA USA Mutuals Advisors Dallas, Texas	$67K	+$60.9K	3	0.04%	Increased
2752	WCM Wealthcare Capital Management Richmond, Virginia	$59K	-$35.5K	3	0.01%	Reduced
2753	LOCC Lombard Odier & Cie (Canada) Montreal, Quebec, Canada	$56K	-$87.5K	1	0.15%	Reduced
2754	AAM American Asset Management Boca Raton, Florida	$54K	+$51.5K	1	0.04%	New
2755	NMIS Northwestern Mutual Investment Services Milwaukee, Wisconsin	$47K	+$46.3K	13	0.01%	Increased
2756	PCC Park Circle Company Baltimore, Maryland	$47K	$0	2	0.03%	Maintained
2757	RWM Rezny Wealth Management Fort Myers, Florida	$41K	+$1.59K	5	0.04%	Increased
2758	NC NewSquare Capital Newtown Square, Pennsylvania	$39K	-$28.9K	6	0.01%	Reduced
2759	CWM Catamount Wealth Management Westport, Connecticut	$35K	-$5.84M	2	0.04%	Reduced
2760	EMA Efficient Market Advisors San Diego, California	$35K	+$13.4K	3	0.01%	Increased
2761	LI LVZ Inc Holland, Michigan	$34K	$0	1	0.02%	Maintained
2762	ZIM ZPR Investment Management Orange City, Florida	$29K	-$13.1K	1	0.04%	Reduced
2763	PO Private Ocean San Rafael, California	$27K	-$1K	2	0.02%	Reduced
2764	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$25K	$0	3	0.03%	Maintained
2765	ST Sphinx Trading Chicago, Illinois	$25K	+$24.3K	1	0.03%	New
2766	CM CoreCommodity Management Stamford, Connecticut	$24K	+$24.8K	1	0.02%	New
2767	PTA Pear Tree Advisors Lincoln, Massachusetts	$22K	$0	1	0.02%	Maintained
2768	LOT Lombard Odier Transatlantic Montreal, Quebec, Canada	$21K	$0	1	0.02%	Maintained
2769	RBC Roble Belko & Company Sewickley, Pennsylvania	$21K	-$6.13K	2	0.01%	Reduced
2770	MAS Madden Advisory Services Jacksonville, Florida	$19K	$0	4	0.01%	Maintained
2771	AP Advisors Preferred Rockville, Maryland	$16K	-$8.23M	2	0.02%	Reduced
2772	PIM Partner Investment Management San Francisco, California	$16K	-$886K	1	0.02%	Reduced
2773	FIG Fusion Investment Group Pittsburgh, Pennsylvania	$14K	-$886K	2	0.03%	Reduced
2774	SGAM Smith Group Asset Management Dallas, Texas	$14K	-$7.33K	2	0%	Reduced
2775	MTIP Magee Thomson Investment Partners San Diego, California	$13K	-$18M	2	0%	Reduced