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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	FMA FNY Managed Accounts New York	$960K	-$227K	10	9.66%	Reduced
2802	PAWC P.A.W. Capital Greenwich, Connecticut	$960K	-$2.13M	1	0.96%	Reduced
2803	AAM American Asset Management Boca Raton, Florida	$954K	+$44.2K	3	0.53%	Increased
2804	SAM Sequent Asset Management Houston, Texas	$951K	+$14.3K	1	0.58%	Increased
2805	DSN D. Scott Neal Lexington, Kentucky	$937K	+$675K	8	0.64%	Increased
2806	CJA C-J Advisory San Jose, California	$934K	-$118	4	0.72%	Reduced
2807	HHGA Halbert Hargrove Global Advisors Long Beach, California	$932K	-$14.9K	3	0.25%	Reduced
2808	MWP Moller Wealth Partners	$925K	+$268K	2	0.39%	Increased
2809	BCP Berkeley Capital Partners Milton, Georgia	$918K	+$9.12K	1	0.63%	Increased
2810	BWM Baystate Wealth Management Boston, Massachusetts	$912K	-$29.8K	17	0.16%	Reduced
2811	NIM Nexus Investment Management Toronto, Ontario, Canada	$895K	+$100K	1	0.15%	Increased
2812	AMCA Arthur M. Cohen & Associates Northbrook, Illinois	$889K	+$348K	2	0.35%	Increased
2813	KLI Kelman-Lazarov Inc Memphis, Tennessee	$882K	$0	1	0.48%	Maintained
2814	IWA Inspirion Wealth Advisors Libertyville, Illinois	$881K	$0	2	0.48%	Maintained
2815	HFA High Falls Advisors Rochester, New York	$876K	-$20.7K	2	0.34%	Reduced
2816	CPR CSU Producer Resources Fairfield, Ohio	$870K	$0	1	4.32%	Maintained
2817	KSCM Kamunting Street Capital Management Miami Beach, Florida	$870K	-$886K	1	0.69%	Reduced
2818	AZA Arthur Zaske & Associates Bingham Farms, Michigan	$854K	+$261K	3	0.75%	Increased
2819	CCM Concourse Capital Management Atlanta, Georgia	$851K	$0	1	0.48%	Maintained
2820	SRSA S.R. Schill & Associates Mercer Island, Washington	$846K	-$585K	1	0.53%	Reduced
2821	CC Callan Capital La Jolla, California	$844K	+$895K	1	0.32%	New
2822	Pathstone Family Office Englewood, New Jersey	$842K	-$47.1K	9	0.35%	Reduced
2823	SBA Seven Bridges Advisors New York	$834K	-$38.3K	2	0.75%	Reduced
2824	Evergreen Capital Management Bellevue, Washington	$833K	+$140K	2	0.13%	Increased
2825	ZIG Zuckerman Investment Group Chicago, Illinois	$833K	$0	1	0.22%	Maintained