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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	FHB First Hawaiian Bank Honolulu, Hawaii	$558K	+$205K	2	0.09%	Increased
2852	BW Gestao de Investimentos Sao Paulo, Brazil	$555K	+$48.4K	1	0.46%	Increased
2853	SLT St Louis Trust Saint Louis, Missouri	$554K	$0	1	0.26%	Maintained
2854	Atalanta Sosnoff Capital New York	$553K	-$30.5K	2	0.02%	Reduced
2855	WIA Westbourne Investment Advisors Annapolis, Maryland	$553K	-$15.6K	2	0.48%	Reduced
2856	WSL Western Standard LLC Los Angeles, California	$550K	+$491K	1	1.16%	New
2857	TWMP Taylor Wealth Management Partners Boston, Massachusetts	$545K	-$8.59K	5	0.25%	Reduced
2858	Klingman & Associates New York	$540K	-$598K	1	0.16%	Reduced
2859	LFM Lumina Fund Management New York	$536K	-$1.73M	1	0.06%	Reduced
2860	LC Lincoln Capital Lincoln, Nebraska	$535K	+$46.9K	2	0.38%	Increased
2861	BLA Balter Liquid Alternatives Boston, Massachusetts	$528K	$0	1	1.2%	Maintained
2862	TFF The Family Firm Bethesda, Maryland	$528K	+$163K	2	0.25%	Increased
2863	OA Opes Advisors Cupertino, California	$527K	+$520K	1	0.54%	New
2864	Ritholtz Wealth Management New York	$522K	+$409K	1	0.27%	New
2865	PC Pecaut & Co Sioux City, Iowa	$521K	-$667K	1	0.5%	Reduced
2866	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$520K	-$256K	2	2.1%	Reduced
2867	Miracle Mile Advisors Los Angeles, California	$520K	+$21.7K	2	0.12%	Increased
2868	PCFFS Pacific Center for Financial Services San Ramon, California	$518K	+$496K	8	0.39%	New
2869	Sessa Capital New York	$518K	-$2.94M	1	0.1%	Reduced
2870	DLG Daniel L. Goodwin	$517K	$0	2	0.21%	Maintained
2871	WMG WESCAP Management Group Glendale, California	$517K	-$30.8K	1	0.26%	Reduced
2872	Empirical Finance Havertown, Pennsylvania	$513K	+$480K	21	0.35%	New
2873	SPWA SteelBridge Private Wealth Advisors Naples, Florida	$512K	+$349K	1	0.81%	Increased
2874	AFA Abacus FCF Advisors Orlando, Florida	$511K	+$268K	8	8.51%	Increased
2875	FO FT Options Chicago, Illinois	$511K	-$236K	2	0.59%	Reduced