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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
2826	LWA Lenox Wealth Advisors New York	$88K	$0	5	0.04%	Maintained
2827	IF Ironwood Financial Tucson, Arizona	$86K	-$1.85K	3	0.04%	Reduced
2828	Pathstone Family Office Englewood, New Jersey	$80K	-$968	6	0.13%	Reduced
2829	LS Lupo Securities Chicago, Illinois	$70K	-$263K	2	0.11%	Reduced
2830	NC NewSquare Capital Newtown Square, Pennsylvania	$67K	-$26.4K	5	0.02%	Reduced
2831	MLM Mount Lucas Management Newtown, Pennsylvania	$65K	+$66K	1	0.01%	New
2832	SGAM Smith Group Asset Management Dallas, Texas	$50K	-$1.42M	3	0%	Reduced
2833	PO Private Ocean San Rafael, California	$46K	-$26K	3	0.03%	Reduced
2834	EAMA EFG Asset Management (Americas) Miami, Florida	$45K	-$132K	1	0.04%	Reduced
2835	PCC Park Circle Company Baltimore, Maryland	$45K	$0	2	0.03%	Maintained
2836	CG Cleary Gull Milwaukee, Wisconsin	$42K	+$43.1K	3	0.04%	New
2837	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$35K	+$7.04K	2	0.02%	Increased
2838	LI LVZ Inc Holland, Michigan	$34K	+$33.6K	1	0.02%	New
2839	RBC Roble Belko & Company Sewickley, Pennsylvania	$31K	+$32.8K	3	0.02%	New
2840	LOT Lombard Odier Transatlantic Montreal, Quebec, Canada	$28K	-$3.45M	1	0.02%	Reduced
2841	EMA Efficient Market Advisors San Diego, California	$27K	$0	2	0.01%	Maintained
2842	PTA Pear Tree Advisors Lincoln, Massachusetts	$25K	$0	1	0.02%	Maintained
2843	NMIS Northwestern Mutual Investment Services Milwaukee, Wisconsin	$17K	-$3.29K	3	0%	Reduced
2844	Financial Engines Advisors Santa Clara, California	$16K	+$186	1	0.01%	Increased
2845	JAM JCIC Asset Management Toronto, Ontario, Canada	$15K	-$9K	1	0%	Reduced
2846	Flow Traders U.S. New York	$12K	-$879K	1	0%	Reduced
2847	DW Domani Wealth Lancaster, Pennsylvania	$9.43K	+$30.3K	1	0.14%	New
2848	DRS Deane Retirement Strategies New Orleans, Louisiana	$7K	-$2.94M	1	0.01%	Reduced
2849	MIM Macroview Investment Management Bethesda, Maryland	$7K	+$1.4K	2	0.01%	Increased
2850	AGCJ Alden Global Capital (Jersey) St. Helier, Jersey	$0	-$11.8M	0	–	Closed