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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	PAWC P.A.W. Capital Greenwich, Connecticut	$1.3M	+$241K	2	1.36%	Increased
2752	WAS Winch Advisory Services Appleton, Wisconsin	$1.29M	-$221K	12	0.84%	Reduced
2753	GAM Gemmer Asset Management Walnut Creek, California	$1.29M	+$24.1K	42	0.49%	Increased
2754	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$1.29M	-$116K	22	0.67%	Reduced
2755	HCS Harvest Capital Strategies San Francisco, California	$1.28M	+$1.36M	1	0.24%	New
2756	I2I Insight 2811 Inc Chicago, Illinois	$1.28M	+$93.7K	2	0.95%	Increased
2757	LPC Loeb Partners Corp New York	$1.28M	-$300K	2	0.39%	Reduced
2758	B Bellecapital Zurich, Switzerland	$1.28M	+$420K	3	1.5%	Increased
2759	NC NewSquare Capital Newtown Square, Pennsylvania	$1.27M	+$1.14M	5	0.3%	Increased
2760	ECAM East Coast Asset Management Essex, Massachusetts	$1.26M	-$285K	1	0.33%	Reduced
2761	EMB Elefante Mark B	$1.26M	+$103K	3	9.17%	Increased
2762	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$1.25M	+$104K	2	0.38%	Increased
2763	TC Trust Company Manhattan, Kansas	$1.24M	-$6.47M	9	0.68%	Reduced
2764	NFG Nadler Financial Group Deerfield, Illinois	$1.23M	-$71.7K	2	0.41%	Reduced
2765	GWCM Godshalk Welsh Capital Management Radnor, Pennsylvania	$1.21M	-$5.33K	2	1.22%	Reduced
2766	DLG Daniel L. Goodwin	$1.21M	+$520K	3	0.54%	Increased
2767	FBT First Bank & Trust Brookings, South Dakota	$1.2M	-$197K	6	0.98%	Reduced
2768	Partners Capital Investment Group Boston, Massachusetts	$1.2M	+$615K	2	0.2%	Increased
2769	BSG Black Swift Group Boulder, Colorado	$1.19M	+$1.11M	1	1.23%	New
2770	WCM Windward Capital Management Los Angeles, California	$1.19M	+$13.7K	2	0.19%	Increased
2771	OFW Omnia Family Wealth Aventura, Florida	$1.17M	-$80.2K	22	0.57%	Reduced
2772	BI Boulegeris Investments Sandy Springs, Georgia	$1.16M	+$342K	2	0.64%	Increased
2773	EWM Evermay Wealth Management Arlington, Virginia	$1.16M	+$28.4K	3	0.5%	Increased
2774	BWM Bernicke Wealth Management Altoona, Wisconsin	$1.15M	-$51K	2	0.91%	Reduced
2775	Pure Financial Advisors San Diego, California	$1.15M	-$38.8K	1	0.3%	Reduced