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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	AG Ashmore Group London, United Kingdom	$65K	+$61.5K	1	0.05%	New
2852	WCM Wealthcare Capital Management Richmond, Virginia	$53K	+$16.8K	2	0.01%	Increased
2853	WI Wintrust Investments Chicago, Illinois	$48K	+$914K	2	0.09%	New
2854	IF Ironwood Financial Tucson, Arizona	$46K	$0	3	0.03%	Maintained
2855	CWM Catamount Wealth Management Westport, Connecticut	$44K	+$17.2K	2	0.05%	Increased
2856	ZIM ZPR Investment Management Orange City, Florida	$40K	+$38.2K	1	0.08%	New
2857	SAM Sunnymeath Asset Management Red Bank, New Jersey	$35K	$0	1	0.05%	Maintained
2858	DA Denali Advisors San Diego, California	$34K	+$33.2K	2	0.01%	New
2859	ST Sphinx Trading Chicago, Illinois	$29K	-$31K	2	0.06%	Reduced
2860	PTA Pear Tree Advisors Lincoln, Massachusetts	$28K	-$163K	1	0.01%	Reduced
2861	YL YCG LLC Austin, Texas	$23K	+$20.8K	1	0.01%	New
2862	RMPWM Rocky Mountain Private Wealth Management Sugar Land, Texas	$19K	$0	3	12.18%	Maintained
2863	PO Private Ocean San Rafael, California	$18K	$0	1	0.01%	Maintained
2864	Advent Capital Management New York	$14K	-$3.54M	1	0%	Reduced
2865	UMA USA Mutuals Advisors Dallas, Texas	$14K	-$6.63K	4	0.01%	Reduced
2866	LOT Lombard Odier Transatlantic Montreal, Quebec, Canada	$10K	-$16K	1	0.01%	Reduced
2867	MIM Macroview Investment Management Bethesda, Maryland	$2K	-$1.05K	1	0.01%	Reduced
2868	CWM Cedar Wealth Management Walnut Creek, California	$1K	$0	1	0%	Maintained
2869	NR Newfound Research Wellesley Hills, Massachusetts	$1K	+$694	2	0%	New
2870	NHFG New Harbor Financial Group Worcester, Massachusetts	$1K	$0	1	0%	Maintained
2871	AWW Alan W. Weber	$0	-$165K	0	–	Closed
2872	AAM Alken Asset Management London, United Kingdom	$0	-$92M	0	–	Closed
2873	AGM Alpine Global Management New York	$0	-$2.36M	0	–	Closed
2874	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$0	-$77.2M	0	–	Closed
2875	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$0	-$4.51M	0	–	Closed