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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	Capital Wealth Planning Naples, Florida	$2.42M	-$439K	3	1.68%	Reduced
2752	BCM Brasada Capital Management Houston, Texas	$2.41M	-$1.38M	4	0.74%	Reduced
2753	HFA HC Financial Advisors Lafayette, California	$2.41M	+$77.4K	2	2.35%	Increased
2754	ADBIC A.D. Beadell Investment Counsel Mequon, Wisconsin	$2.41M	+$1.21M	1	1.99%	Increased
2755	CRIG Charter Research & Investment Group Southport, Connecticut	$2.4M	$0	4	2.76%	Maintained
2756	RTS Round Table Services Westfield, New Jersey	$2.4M	-$4.23K	4	0.81%	Reduced
2757	Forte Capital Rochester, New York	$2.4M	-$14.6K	3	0.94%	Reduced
2758	Blackstone Inc New York	$2.4M	+$2.29M	2	0.01%	New
2759	Mainstay Capital Management Grand Blanc, Michigan	$2.39M	-$293K	7	1.88%	Reduced
2760	Arax Advisory Partners Denver, Colorado	$2.39M	+$620K	16	1.05%	Increased
2761	HPCM High Pointe Capital Management Chicago, Illinois	$2.38M	+$373K	4	3.4%	Increased
2762	BW Bison Wealth Atlanta, Georgia	$2.38M	+$76.5K	4	1.77%	Increased
2763	BMC Benin Management Corp Wilton, Connecticut	$2.38M	+$402K	4	1.07%	Increased
2764	Evanson Asset Management Carmel, California	$2.37M	+$221K	3	0.47%	Increased
2765	WPA Winning Points Advisors Boca Raton, Florida	$2.37M	$0	2	1.9%	Maintained
2766	CIC Chase Investment Counsel Charlottesville, Virginia	$2.37M	-$1.64M	4	1.27%	Reduced
2767	PAS Partnervest Advisory Services Santa Barbara, California	$2.35M	-$441K	5	1.09%	Reduced
2768	FFSOTS Fiduciary Financial Services of The Southwest Dallas, Texas	$2.32M	+$86.1K	4	0.7%	Increased
2769	KWMG LLC Overland Park, Kansas	$2.32M	+$535K	15	0.64%	Increased
2770	Fiduciary Trust International Lincoln, Massachusetts	$2.31M	+$6.48K	2	0.69%	Increased
2771	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$2.31M	+$28.8K	15	0.83%	Increased
2772	Regents of the University of California Oakland, California	$2.3M	$0	2	6.03%	Maintained
2773	First PREMIER Bank Sioux Falls, South Dakota	$2.3M	+$75.1K	5	1.55%	Increased
2774	FCG FrontFour Capital Group Greenwich, Connecticut	$2.3M	+$2.18M	2	0.57%	New
2775	BRR OpCo Columbus, Ohio	$2.3M	-$106K	1	0.64%	Reduced