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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	FWSM First Wilshire Securities Management Pasadena, California	$2.28M	-$6.95K	1	0.63%	Reduced
2802	IDBONY Israel Discount Bank of New York New York	$2.28M	-$15.4K	14	1.58%	Reduced
2803	First PREMIER Bank Sioux Falls, South Dakota	$2.27M	+$128K	3	1.56%	Increased
2804	Evanson Asset Management Carmel, California	$2.27M	+$323K	3	0.46%	Increased
2805	KWMG LLC Overland Park, Kansas	$2.25M	-$1.45M	2	0.68%	Reduced
2806	ECM EII Capital Management New York	$2.24M	$0	1	0.94%	Maintained
2807	PFT Providence First Trust Scottsdale, Arizona	$2.23M	-$1.52M	3	2.01%	Reduced
2808	HAC Harbor Advisory Corp Portsmouth, New Hampshire	$2.23M	+$2.19M	2	2.13%	New
2809	CC Cornerstone Capital Palo Alto, California	$2.23M	-$6.89M	3	0.38%	Reduced
2810	Merriman Wealth Management Seattle, Washington	$2.23M	+$362K	4	0.54%	Increased
2811	AFS Access Financial Services Minneapolis, Minnesota	$2.22M	-$679K	2	1.53%	Reduced
2812	EA Elm Advisors Burlingame, California	$2.22M	-$2.31K	4	1.66%	Reduced
2813	RFG Advisory Birmingham, Alabama	$2.22M	+$624K	4	1.04%	Increased
2814	Tairen Capital Hong Kong	$2.2M	+$2.19M	2	2.29%	New
2815	ACM Avalon Capital Management Port Of Redwood City, California	$2.19M	+$2.08M	2	1.96%	New
2816	CC Cedar Capital Barrington, Illinois	$2.19M	+$962K	6	1.05%	Increased
2817	Fiduciary Trust International Lincoln, Massachusetts	$2.18M	-$308K	2	0.54%	Reduced
2818	Global Retirement Partners San Rafael, California	$2.18M	+$518K	35	0.6%	Increased
2819	Jasper Ridge Partners Menlo Park, California	$2.18M	-$76.1M	2	0.14%	Reduced
2820	Hudock Inc Williamsport, Pennsylvania	$2.18M	+$157	14	0.95%	Increased
2821	UBG United Bank (Georgia) Zebulon, Georgia	$2.17M	-$63.8K	1	1.86%	Reduced
2822	AWA ARS Wealth Advisors St. Petersburg, Florida	$2.17M	+$137K	6	0.81%	Increased
2823	JFM Jackson Financial Management Costa Mesa, California	$2.16M	+$2.21M	2	1.97%	New
2824	NIS National Investment Services Milwaukee, Wisconsin	$2.16M	-$162K	1	2.08%	Reduced
2825	XS XR Securities Chicago, Illinois	$2.16M	+$2.17M	1	3.68%	New