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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	CAL Capital Advisors Ltd Shaker Heights, Ohio	$167K	$0	4	0.08%	Maintained
2827	AWW Alan W. Weber	$165K	+$150K	1	0.14%	New
2828	NC NewSquare Capital Newtown Square, Pennsylvania	$164K	+$104K	12	0.05%	Increased
2829	NO Ninety One Cape Town, South Africa	$164K	$0	1	0.16%	Maintained
2830	AIC Ayalon Insurance Company Ramat Gan, Israel	$163K	-$402K	4	0.14%	Reduced
2831	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$154K	+$56.9K	5	0.08%	Increased
2832	PCM Polaris Capital Management Boston, Massachusetts	$150K	$0	1	0.01%	Maintained
2833	NCMG NCM Capital Management Group Durham, North Carolina	$147K	-$4.6K	1	1.8%	Reduced
2834	SAM Solaris Asset Management New York	$146K	+$47.7K	3	0.1%	Increased
2835	UFA US Financial Advisors Braintree, Massachusetts	$146K	-$88.9K	10	0.25%	Reduced
2836	TSU TD Securities (USA) New York	$142K	+$2.84K	17	1.3%	Increased
2837	3C 361 Capital Denver, Colorado	$131K	-$74.3K	2	0.99%	Reduced
2838	RCG Ruggie Capital Group Tavares, Florida	$130K	+$121K	3	0.13%	New
2839	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$124K	+$43.9K	2	0.11%	Increased
2840	LWA Lowe Wealth Advisors Columbia, Maryland	$123K	+$284	5	0.08%	Increased
2841	RBC Roble Belko & Company Sewickley, Pennsylvania	$123K	+$40.7K	5	0.07%	Increased
2842	Pathstone Family Office Englewood, New Jersey	$116K	+$76.2K	5	0.24%	Increased
2843	BCA Burren Capital Advisors Gibraltar	$115K	+$102K	1	0.85%	New
2844	MCG Meru Capital Group New York	$109K	+$100K	1	0.04%	New
2845	PFG Piershale Financial Group Barrington, Illinois	$106K	-$83.8K	4	0.06%	Reduced
2846	CP Cumberland Partners Toronto, Ontario, Canada	$105K	+$112K	1	0.01%	New
2847	LWA Lenox Wealth Advisors New York	$101K	+$8.61K	7	0.03%	Increased
2848	BCA Benchmark Capital Advisors New York	$99K	-$611K	1	0.09%	Reduced
2849	SG Swarthmore Group Philadelphia, Pennsylvania	$98K	$0	1	0.02%	Maintained
2850	MLM Mount Lucas Management Newtown, Pennsylvania	$90K	+$31.2K	2	0.02%	Increased