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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
3001	OHS Odey Holdings (Switzerland) Zurich, Switzerland, Switzerland	$149K	+$144K	2	9.64%	New
3002	RBC Roble Belko & Company Sewickley, Pennsylvania	$148K	-$144K	8	0.08%	Reduced
3003	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$147K	-$40.9K	8	0.04%	Reduced
3004	ST Sphinx Trading Chicago, Illinois	$142K	+$141K	2	0.28%	New
3005	DAL David A. Lorber	$141K	+$33.2K	1	2.39%	Increased
3006	FM Factorial Management Hong Kong	$139K	+$160K	1	2.17%	New
3007	OTC Opera Trading Capital Paris, France	$125K	-$1.95M	3	0.04%	Reduced
3008	AIC Ayalon Insurance Company Ramat Gan, Israel	$117K	$0	3	0.1%	Maintained
3009	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$116K	+$12.2K	2	0.09%	Increased
3010	LYV Live Your Vision West Conshohocken, Pennsylvania	$114K	-$8.64K	3	0.05%	Reduced
3011	HCM Hilton Capital Management Garden City, New York	$113K	-$2.47M	1	0.02%	Reduced
3012	AIP Ahrens Investment Partners Lafayette, Louisiana	$101K	+$102K	1	0.05%	New
3013	Maven Securities St Helier, Jersey	$87K	+$90.3K	1	0.08%	New
3014	RCG Ruggie Capital Group Tavares, Florida	$80K	-$58.6K	3	0.09%	Reduced
3015	IF Ironwood Financial Tucson, Arizona	$53K	$0	3	0.04%	Maintained
3016	PO Private Ocean San Rafael, California	$49K	+$179	2	0.03%	Increased
3017	WCM Wealthcare Capital Management Richmond, Virginia	$49K	-$6.23K	2	0.01%	Reduced
3018	EP Edinburgh Partners Edinburgh, United Kingdom	$42K	-$70.9M	1	0.01%	Reduced
3019	AFM Anson Funds Management Dallas, Texas	$36K	+$27.3K	1	0.01%	New
3020	NC NewSquare Capital Newtown Square, Pennsylvania	$28K	-$169K	5	0.01%	Reduced
3021	LWA Lenox Wealth Advisors New York	$27K	-$34K	1	0.01%	Reduced
3022	RP Raiff Partners New York	$26K	-$2.02M	1	0.06%	Reduced
3023	GWA Guidant Wealth Advisors Palatine, Illinois	$25K	-$33.7K	2	0.01%	Reduced
3024	AWA Artemis Wealth Advisors New York	$17K	+$18.2K	2	0.02%	New
3025	PSW Portfolio Strategies (Washington) Tacoma, Washington	$8K	+$9.13K	1	0.01%	New