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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
2851	MLM Mount Lucas Management Newtown, Pennsylvania	$50K	-$47.6K	1	0.01%	Reduced
2852	NC NewSquare Capital Newtown Square, Pennsylvania	$46K	+$9.08K	7	0.01%	Increased
2853	EMA Efficient Market Advisors San Diego, California	$33K	-$555	3	0.01%	Reduced
2854	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$31K	+$30.6K	4	0.03%	New
2855	Pathstone Family Office Englewood, New Jersey	$31K	-$122K	5	0.14%	Reduced
2856	LI LVZ Inc Holland, Michigan	$28K	$0	1	0.02%	Maintained
2857	LOT Lombard Odier Transatlantic Montreal, Quebec, Canada	$25K	+$5.59K	2	0.02%	Increased
2858	PO Private Ocean San Rafael, California	$25K	$0	2	0.02%	Maintained
2859	RWM Rezny Wealth Management Fort Myers, Florida	$17K	-$26.4K	2	0.02%	Reduced
2860	RMPWM Rocky Mountain Private Wealth Management Sugar Land, Texas	$17K	+$18.3K	3	11.41%	New
2861	MTIP Magee Thomson Investment Partners San Diego, California	$12K	-$694	2	0%	Reduced
2862	NMIS Northwestern Mutual Investment Services Milwaukee, Wisconsin	$11K	-$36.3K	2	0%	Reduced
2863	Rothschild & Co Wealth Management (UK) London, United Kingdom	$7K	+$7.74K	1	0%	New
2864	MIM Macroview Investment Management Bethesda, Maryland	$6K	$0	2	0.02%	Maintained
2865	IFA Interactive Financial Advisors New Lenox, Illinois	$2K	$0	2	0%	Maintained
2866	CWM Cedar Wealth Management Walnut Creek, California	$1K	+$1.39K	1	0%	New
2867	NHFG New Harbor Financial Group Worcester, Massachusetts	$1K	+$1.33K	1	0%	New
2868	3CP 3G Capital Partners New York	$0	-$28.5M	0	–	Closed
2869	ARC Absolute Return Capital Boston, Massachusetts	$0	-$44.5M	0	–	Closed
2870	AH Achievement Holdings Chicago, Illinois	$0	-$1.8M	0	–	Closed
2871	AGC Alden Global Capital Brandon, Florida	$0	-$2.1M	0	–	Closed
2872	AAM American Asset Management Boca Raton, Florida	$0	-$54K	0	–	Closed
2873	ACM Archer Capital Management New York	$0	-$7.71M	0	–	Closed
2874	ACM Arrow Capital Management New York	$0	-$6.54M	0	–	Closed
2875	BP Banbury Partners Charlotte, North Carolina	$0	-$6.62M	0	–	Closed