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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
2801	BFPW BOK Financial Private Wealth Denver, Colorado	$211K	$0	1	0.03%	Maintained
2802	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$211K	$0	1	0.07%	Maintained
2803	SJIC St. James Investment Company Southlake, Texas	$209K	+$4.96K	1	0.02%	Increased
2804	Merriman Wealth Management Seattle, Washington	$207K	-$43.4K	1	0.21%	Reduced
2805	MAM Marquette Asset Management Minneapolis, Minnesota	$205K	-$49.5K	1	0.08%	Reduced
2806	MSTVIM Messner & Smith Theme Value Investment Management San Diego, California	$204K	-$1.18M	1	0.29%	Reduced
2807	GC Gibson Capital Wexford, Pennsylvania	$203K	$0	1	0.06%	Maintained
2808	KC Kellner Capital New York	$202K	$0	1	0.13%	Maintained
2809	W Wealthquest Cincinnati, Ohio	$200K	-$85.9K	1	0.29%	Reduced
2810	Blackhill Capital Morristown, New Jersey	$198K	+$107K	1	0.02%	Increased
2811	TWMP Taylor Wealth Management Partners Boston, Massachusetts	$196K	+$199K	2	0.06%	New
2812	AIC Ayalon Insurance Company Ramat Gan, Israel	$194K	+$197K	5	0.12%	New
2813	CAL Capital Advisors Ltd Shaker Heights, Ohio	$186K	$0	4	0.1%	Maintained
2814	SCP Syntal Capital Partners Midland, Texas	$170K	-$2.12K	5	0.21%	Reduced
2815	RCG Ruggie Capital Group Tavares, Florida	$167K	-$907	6	0.2%	Reduced
2816	LOCC Lombard Odier & Cie (Canada) Montreal, Quebec, Canada	$154K	-$3.1M	1	0.24%	Reduced
2817	VIMU Veritas Investment Management (UK) London, United Kingdom	$149K	$0	1	0.11%	Maintained
2818	NCMG NCM Capital Management Group Durham, North Carolina	$147K	$0	1	1.67%	Maintained
2819	LWA Lowe Wealth Advisors Columbia, Maryland	$142K	+$3.52K	5	0.1%	Increased
2820	RBF Capital San Francisco, California	$137K	-$206K	1	0.03%	Reduced
2821	PFG Piershale Financial Group Barrington, Illinois	$126K	-$2.06M	5	0.1%	Reduced
2822	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$126K	-$3.32M	3	0.08%	Reduced
2823	RPG Risk Paradigm Group Austin, Texas	$104K	+$108K	4	0.1%	New
2824	P Palladiem Bryn Mawr, Pennsylvania	$99K	-$3.48K	1	0.08%	Reduced
2825	ANBT American National Bank & Trust Wichita Falls, Texas	$92K	+$32.8K	2	0.04%	Increased