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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
2776	CW Cabot-Wellington Boston, Massachusetts	$358K	$0	1	0.29%	Maintained
2777	LP LGL Partners Philadelphia, Pennsylvania	$358K	-$14.3K	1	0.19%	Reduced
2778	MIM Midwest Investment Management Cleveland, Ohio	$356K	$0	1	0.31%	Maintained
2779	Merriman Wealth Management Seattle, Washington	$354K	+$113K	1	0.07%	Increased
2780	AWMF Arbor Wealth Management (Florida) Miramar Beach, Florida	$350K	-$79.6K	1	0.3%	Reduced
2781	LWIC Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada	$349K	$0	1	0.23%	Maintained
2782	FHB First Hawaiian Bank Honolulu, Hawaii	$347K	-$3.88K	1	0.06%	Reduced
2783	RWM Raffa Wealth Management Washington, District of Columbia	$344K	-$1.4K	31	0.19%	Reduced
2784	BFC Blue Fin Capital Warren, Rhode Island	$341K	-$17.7K	1	0.28%	Reduced
2785	DRW Securities Chicago, Illinois	$338K	+$319K	1	0.02%	New
2786	AF Aldebaran Financial	$336K	+$637	1	0.27%	Increased
2787	RCA Rex Capital Advisors Providence, Rhode Island	$332K	+$261K	1	0.36%	New
2788	TCM Tuttle Capital Management Riverside, Connecticut	$332K	+$214K	2	0.25%	Increased
2789	MAM Mark Asset Management New York	$331K	-$2.92M	1	0.09%	Reduced
2790	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$329K	+$32.9K	2	0.27%	Increased
2791	EWM Evermay Wealth Management Arlington, Virginia	$322K	-$10.5K	1	0.16%	Reduced
2792	TAM Trust Asset Management Houston, Texas	$320K	$0	1	0.13%	Maintained
2793	AFG American Financial Group Cincinnati, Ohio	$316K	$0	1	0.02%	Maintained
2794	MM Main Management San Francisco, California	$316K	-$160K	1	0.06%	Reduced
2795	TFF The Family Firm Bethesda, Maryland	$315K	+$149	1	0.15%	Increased
2796	EMB Elefante Mark B	$312K	-$38.4K	1	5.04%	Reduced
2797	SAM Silphium Asset Management London, United Kingdom	$311K	+$291K	1	0.36%	New
2798	VAM Verity Asset Management Durham, North Carolina	$306K	-$256K	2	0.29%	Reduced
2799	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$304K	-$49.9K	4	0.16%	Reduced
2800	CVM Cheviot Value Management Beverly Hills, California	$302K	+$268K	1	0.19%	New