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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	Evergreen Capital Management Bellevue, Washington	$891K	-$6.88K	2	0.17%	Reduced
2777	BWA Burt Wealth Advisors North Bethesda, Maryland	$882K	+$47.7K	7	0.79%	Increased
2778	AWA Arete Wealth Advisors Chicago, Illinois	$860K	+$551K	3	0.4%	Increased
2779	LCM Lee Capital Management New York	$855K	+$906K	2	0.8%	New
2780	PSC Prentiss Smith & Co Brattleboro, Vermont	$848K	-$3.23M	8	0.52%	Reduced
2781	TAM Third Avenue Management New York	$847K	+$914K	1	0.04%	New
2782	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$846K	+$192K	3	0.52%	Increased
2783	DOA D'Orazio & Associates Falls Church, Virginia	$839K	+$23.5K	10	0.33%	Increased
2784	TFO Tarbox Family Office Newport Beach, California	$837K	+$6.04K	16	0.48%	Increased
2785	KPCM Kings Point Capital Management Great Neck, New York	$834K	-$96.8K	7	0.21%	Reduced
2786	DWM Dorchester Wealth Management Montreal, Quebec, Canada	$825K	$0	3	0.3%	Maintained
2787	NFP Narus Financial Partners Salt Lake City, Utah	$824K	+$786K	3	0.87%	New
2788	FPA Fieldpoint Private Advisors New York	$823K	+$796K	1	0.54%	New
2789	SFM Signature Financial Management Norfolk, Virginia	$823K	-$21.6K	2	0.31%	Reduced
2790	PCC Park Circle Company Baltimore, Maryland	$803K	$0	3	0.53%	Maintained
2791	FVP Firefly Value Partners Newtown, Pennsylvania	$798K	+$779K	2	0.09%	New
2792	AAM American Asset Management Boca Raton, Florida	$795K	+$223K	3	0.88%	Increased
2793	CCG Chatham Capital Group Savannah, Georgia	$782K	-$21.5K	2	0.23%	Reduced
2794	GAG GM Advisory Group Melville, New York	$782K	+$171K	2	0.27%	Increased
2795	IWA Inspirion Wealth Advisors Libertyville, Illinois	$781K	$0	2	0.5%	Maintained
2796	SCG Sonata Capital Group Seattle, Washington	$780K	$0	2	0.61%	Maintained
2797	DSAM Dock Street Asset Management Palm Beach, Florida	$779K	+$268K	2	0.42%	Increased
2798	NQWM Northwest Quadrant Wealth Management Bend, Oregon	$778K	+$767K	2	0.83%	New
2799	CIM Cetera Investment Management El Segundo, California	$776K	-$126K	1	0.58%	Reduced
2800	AWM Affinity Wealth Management Wilmington, Delaware	$762K	+$226K	3	0.43%	Increased