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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	PIM Partner Investment Management San Francisco, California	$1M	+$158K	2	0.95%	Increased
2802	BWM Baystate Wealth Management Boston, Massachusetts	$991K	+$27.7K	18	0.17%	Increased
2803	NIM Nexus Investment Management Toronto, Ontario, Canada	$987K	+$82.8K	1	0.15%	Increased
2804	WFI West Family Investments Carlsbad, California	$982K	$0	1	0.12%	Maintained
2805	DE Day & Ennis Macon, Georgia	$980K	-$285K	1	0.86%	Reduced
2806	DOA D'Orazio & Associates Falls Church, Virginia	$980K	-$30.2K	10	0.36%	Reduced
2807	MTCM Mint Tower Capital Management Amsterdam, Netherlands	$980K	-$351K	2	0.31%	Reduced
2808	BFC Blue Fin Capital Warren, Rhode Island	$976K	+$422K	3	0.6%	Increased
2809	SHJ Sharkey, Howes & Javer Denver, Colorado	$972K	+$614K	6	0.51%	Increased
2810	VCP Vista Capital Partners Portland, Oregon	$971K	+$34.7K	1	0.23%	Increased
2811	TAA TB Alternative Assets Grand Cayman, Cayman Islands	$956K	+$863K	1	0.34%	Increased
2812	ADBIC A.D. Beadell Investment Counsel Mequon, Wisconsin	$951K	+$47.1K	1	0.81%	Increased
2813	BWA Burt Wealth Advisors North Bethesda, Maryland	$951K	-$114K	6	0.62%	Reduced
2814	BOS Bingham Osborn & Scarborough San Francisco, California	$948K	+$98.3K	2	0.09%	Increased
2815	CCMU Cheyne Capital Management (UK) London, United Kingdom	$944K	+$759K	1	0.34%	New
2816	MBT Monroe Bank & Trust Monroe, Michigan	$944K	-$299K	1	0.31%	Reduced
2817	AAM American Asset Management Boca Raton, Florida	$935K	-$20.9K	3	0.57%	Reduced
2818	AP Advisors Preferred Rockville, Maryland	$934K	-$13.6M	6	0.54%	Reduced
2819	BCP Berkeley Capital Partners Milton, Georgia	$934K	+$66.4K	2	0.62%	Increased
2820	IWA Inspirion Wealth Advisors Libertyville, Illinois	$932K	$0	2	0.47%	Maintained
2821	NQWM Northwest Quadrant Wealth Management Bend, Oregon	$931K	-$107	2	0.7%	Reduced
2822	EDRIA Edmonds Duncan Registered Investment Advisors Lawrence, Kansas	$926K	$0	2	0.43%	Maintained
2823	SIA Starfire Investment Advisers Southfield, Michigan	$918K	+$185K	3	0.56%	Increased
2824	HWP Hefty Wealth Partners Auburn, Indiana	$906K	-$757K	8	0.6%	Reduced
2825	SXL Summit X LLC Chesterfield, Missouri	$903K	-$156K	2	0.6%	Reduced