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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	EMB Elefante Mark B	$348K	+$1.69K	1	5.24%	Increased
2752	FHB First Hawaiian Bank Honolulu, Hawaii	$347K	-$211K	1	0.06%	Reduced
2753	FWM FFT Wealth Management Philadelphia, Pennsylvania	$346K	-$201K	1	0.14%	Reduced
2754	LWIC Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada	$344K	+$255K	1	0.24%	New
2755	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$337K	+$9.73K	5	0.17%	Increased
2756	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$337K	+$173K	6	0.18%	Increased
2757	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$335K	-$936K	1	0.08%	Reduced
2758	MSR Main Street Research Lakeville, Connecticut	$333K	+$16.9K	1	0.07%	Increased
2759	BW Gestao de Investimentos Sao Paulo, Brazil	$330K	-$61.3K	1	0.38%	Reduced
2760	Chicago Partners Investment Group Chicago, Illinois	$326K	+$1.36K	4	0.16%	Increased
2761	SFI SPC Financial Inc Rockville, Maryland	$325K	-$5.64M	1	0.12%	Reduced
2762	LA Linden Advisors New York	$322K	+$347K	1	0.01%	New
2763	PHS Pekin Hardy Strauss Chicago, Illinois	$321K	$0	1	0.07%	Maintained
2764	BFC Blue Fin Capital Warren, Rhode Island	$312K	+$14.1K	1	0.26%	Increased
2765	LBG Lloyds Banking Group London, United Kingdom	$312K	$0	2	2.57%	Maintained
2766	TFF The Family Firm Bethesda, Maryland	$312K	-$7.05K	1	0.16%	Reduced
2767	NEPPG New England Professional Planning Group Westerly, Rhode Island	$307K	$0	1	0.34%	Maintained
2768	BI Boulegeris Investments Sandy Springs, Georgia	$304K	-$49.8K	1	0.21%	Reduced
2769	EAMA EFG Asset Management (Americas) Miami, Florida	$303K	-$1.59M	1	0.14%	Reduced
2770	AF Aldebaran Financial	$302K	+$658	1	0.24%	Increased
2771	AFG American Financial Group Cincinnati, Ohio	$290K	+$88.6K	1	0.02%	Increased
2772	EWM Evermay Wealth Management Arlington, Virginia	$289K	+$157	1	0.15%	Increased
2773	PIM Parasol Investment Management Westmont, Illinois	$288K	+$48.9K	2	0.3%	Increased
2774	AWM AllSquare Wealth Management Albany, New York	$287K	-$6.67K	6	0.29%	Reduced
2775	MLM Mount Lucas Management Newtown, Pennsylvania	$284K	+$25.1K	2	0.05%	Increased