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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
2901	GWS Glassman Wealth Services Vienna, Virginia	$1.67M	-$239K	29	0.83%	Reduced
2902	DLG Daniel L. Goodwin	$1.66M	$0	4	0.77%	Maintained
2903	DLHL Donald L. Hagan LLC Sarasota, Florida	$1.65M	-$541K	2	1.33%	Reduced
2904	VDFA Vickerman & Driscoll Financial Advisors Spokane, Washington	$1.64M	-$108K	2	1.2%	Reduced
2905	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$1.64M	+$495K	2	1.91%	Increased
2906	Merriman Wealth Management Seattle, Washington	$1.63M	-$372K	4	0.37%	Reduced
2907	MCM MV Capital Management Bethesda, Maryland	$1.63M	-$13.3K	12	0.42%	Reduced
2908	VCP Vista Capital Partners Portland, Oregon	$1.62M	+$803K	1	0.35%	Increased
2909	LC Lourd Capital Beverly Hills, California	$1.62M	-$485K	2	0.23%	Reduced
2910	GEM Global Endowment Management Charlotte, North Carolina	$1.61M	-$268K	4	0.21%	Reduced
2911	MC Matisse Capital Portland, Oregon	$1.61M	-$611K	3	1.28%	Reduced
2912	HBWM Hollow Brook Wealth Management Katonah, New York	$1.61M	-$249K	2	1.27%	Reduced
2913	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$1.61M	+$1.7M	4	1.54%	New
2914	Heritage Wealth Advisors Richmond, Virginia	$1.6M	-$222K	4	0.6%	Reduced
2915	IR Invictus RG Hamilton, Bermuda	$1.6M	+$773K	4	1.35%	Increased
2916	MCF Advisors Covington, Kentucky	$1.6M	+$16.1K	13	0.31%	Increased
2917	PBT Pictet Bank & Trust Nassau, Bahamas	$1.59M	$0	1	0.54%	Maintained
2918	PIM Partner Investment Management San Francisco, California	$1.58M	+$1.18M	2	1.28%	Increased
2919	DWM Darwin Wealth Management Tampa, Florida	$1.58M	-$1.43M	4	1.03%	Reduced
2920	MWM Mascoma Wealth Management Hanover, New Hampshire	$1.58M	+$281K	10	1.11%	Increased
2921	BPM Bronson Point Management Fairfield, Connecticut	$1.57M	+$1.62M	1	0.62%	New
2922	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$1.56M	-$38.7K	21	0.8%	Reduced
2923	EWM Elmwood Wealth Management Berkeley, California	$1.55M	-$61.1K	8	1.41%	Reduced
2924	PI PHH Investments Addison, Texas	$1.55M	-$9.31K	3	0.47%	Reduced
2925	EM ELCO Management New York	$1.55M	-$103K	4	0.83%	Reduced