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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	LGC Laurel Grove Capital Los Angeles, California	$1.02M	-$5.43K	2	0.54%	Reduced
2777	PBO Peoples Bank (Ohio) Marietta, Ohio	$1.02M	-$8.59K	3	0.57%	Reduced
2778	LCM Lee Capital Management New York	$1.01M	+$17.6K	1	0.9%	Increased
2779	SAM Sequent Asset Management Houston, Texas	$1M	+$1.01M	1	0.57%	New
2780	CJA C-J Advisory San Jose, California	$995K	-$13K	4	0.82%	Reduced
2781	HPWM Highland Private Wealth Management Bellevue, Washington	$988K	-$142	3	0.51%	Reduced
2782	KAM Kazazian Asset Management Fort Lauderdale, Florida	$974K	-$611K	2	1.35%	Reduced
2783	FFS Founders Financial Securities Towson, Maryland	$970K	+$262K	1	0.37%	Increased
2784	CA Capital Advantage Walnut Creek, California	$960K	-$5.71K	3	0.26%	Reduced
2785	MIM Monashee Investment Management Boston, Massachusetts	$951K	-$7.7M	0	–	Closed
2786	TFO Tarbox Family Office Newport Beach, California	$949K	+$55.8K	16	0.49%	Increased
2787	B Bellecapital Zurich, Switzerland	$947K	+$74.1K	3	0.88%	Increased
2788	FAG Financial Advisory Group Houston, Texas	$940K	+$507	2	0.33%	Increased
2789	PAG Private Advisory Group Redmond, Washington	$937K	-$1.23M	3	0.63%	Reduced
2790	AWA Arete Wealth Advisors Chicago, Illinois	$935K	+$52.8K	3	0.41%	Increased
2791	BCP Berkeley Capital Partners Milton, Georgia	$934K	+$4.62K	2	0.63%	Increased
2792	ANB Amarillo National Bank Amarillo, Texas	$928K	$0	2	0.33%	Maintained
2793	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$919K	+$49.6K	3	0.58%	Increased
2794	Pathstone Family Office Englewood, New Jersey	$918K	+$407K	18	0.51%	Increased
2795	CVM Cheviot Value Management Beverly Hills, California	$916K	-$496K	2	0.52%	Reduced
2796	HFA High Falls Advisors Rochester, New York	$906K	+$366K	2	0.39%	Increased
2797	BGIM Boussard & Gavaudan Investment Management London, United Kingdom	$904K	+$750K	1	0.11%	New
2798	CPR CSU Producer Resources Fairfield, Ohio	$903K	$0	1	4.6%	Maintained
2799	AAM American Asset Management Boca Raton, Florida	$901K	+$113K	3	0.56%	Increased
2800	ACM Avalon Capital Management Port Of Redwood City, California	$898K	-$154K	1	0.62%	Reduced