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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	WAM Westport Asset Management Southport, Connecticut	$221K	+$225K	1	0.2%	New
2802	BFPW BOK Financial Private Wealth Denver, Colorado	$218K	-$15.9K	1	0.04%	Reduced
2803	BWP BSW Wealth Partners Boulder, Colorado	$218K	+$213K	1	0.11%	New
2804	HF Hoxton Financial Shepherdstown, West Virginia	$213K	-$194K	8	0.1%	Reduced
2805	AMG Asset Management Group Stamford, Connecticut	$210K	+$206K	1	0.1%	New
2806	CCM Colorado Capital Management Boulder, Colorado	$206K	+$211K	1	0.22%	New
2807	ARGA Investment Management Stamford, Connecticut	$203K	-$1.52M	1	0.07%	Reduced
2808	PCM Polaris Capital Management Boston, Massachusetts	$203K	-$3.01M	1	0.02%	Reduced
2809	Merriman Wealth Management Seattle, Washington	$201K	+$200K	1	0.29%	New
2810	3C 361 Capital Denver, Colorado	$200K	+$199K	3	1.64%	New
2811	CP Cinque Partners Los Angeles, California	$200K	-$1.67M	1	2.26%	Reduced
2812	PAS Professional Advisory Services Vero Beach, Florida	$200K	+$196K	1	0.05%	New
2813	PCP Proficio Capital Partners Newton, Massachusetts	$200K	+$202K	26	0.2%	New
2814	CFG CKW Financial Group Honolulu, Hawaii	$197K	-$606	6	0.07%	Reduced
2815	PFG Piershale Financial Group Barrington, Illinois	$189K	+$83.2K	5	0.11%	Increased
2816	DLHL Donald L. Hagan LLC Sarasota, Florida	$187K	-$335K	1	0.19%	Reduced
2817	PM Parametrica Management Wanchai, Hong Kong	$187K	-$44K	1	1.23%	Reduced
2818	PIM Parasol Investment Management Westmont, Illinois	$185K	+$10.7K	2	0.18%	Increased
2819	PCM Proxima Capital Management New York	$185K	+$198K	1	0.06%	New
2820	RC Reik & Co New York	$185K	+$183K	1	0.07%	New
2821	DOA D'Orazio & Associates Falls Church, Virginia	$182K	-$99.5K	10	0.09%	Reduced
2822	Blackhill Capital Morristown, New Jersey	$181K	$0	1	0.03%	Maintained
2823	QOP Quinn Opportunity Partners Charlottesville, Virginia	$172K	-$16.5M	1	0.08%	Reduced
2824	ST Sphinx Trading Chicago, Illinois	$165K	+$128K	2	0.23%	Increased
2825	NCMG NCM Capital Management Group Durham, North Carolina	$162K	$0	1	1.9%	Maintained