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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
3026	ADBIC A.D. Beadell Investment Counsel Mequon, Wisconsin	$1.09M	+$15.8K	1	0.9%	Increased
3027	FBA Front Barnett Associates Chicago, Illinois	$1.09M	$0	1	0.18%	Maintained
3028	BFG Barber Financial Group Lenexa, Kansas	$1.09M	+$279K	2	0.28%	Increased
3029	CCM Conatus Capital Management Greenwich, Connecticut	$1.08M	-$11.3M	1	1.17%	Reduced
3030	IWA Inspirion Wealth Advisors Libertyville, Illinois	$1.06M	$0	2	0.51%	Maintained
3031	TWM Titus Wealth Management Larskpur, California	$1.06M	+$1.01M	3	1.19%	New
3032	DOA D'Orazio & Associates Falls Church, Virginia	$1.06M	+$22.5K	13	0.37%	Increased
3033	SCA Sippican Capital Advisors Boston, Massachusetts	$1.04M	+$137K	2	1.02%	Increased
3034	CHA Cooper/Haims Advisors Victor, New York	$1.04M	+$1.01M	3	0.96%	New
3035	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$1.04M	-$184K	3	0.57%	Reduced
3036	AMCA Arthur M. Cohen & Associates Northbrook, Illinois	$1.04M	+$1.12M	2	0.29%	New
3037	HFP Holistic Financial Partners Indianapolis, Indiana	$1.04M	+$1.03M	16	0.86%	New
3038	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$1.04M	-$816K	2	0.47%	Reduced
3039	HCM Hudson Capital Management Ramsey, New Jersey	$1.04M	+$982K	1	0.76%	New
3040	KFA Kelleher Financial Advisors New York	$1.03M	+$489K	2	1.63%	Increased
3041	MWP Moller Wealth Partners	$1.03M	+$289K	2	0.39%	Increased
3042	QC QCM Cayman Houston, Texas	$1.02M	-$1.74M	3	4.22%	Reduced
3043	BCP Berylson Capital Partners Boston, Massachusetts	$1.01M	+$1.29M	1	1.56%	New
3044	KAM Kazazian Asset Management Fort Lauderdale, Florida	$1.01M	+$158K	2	1.04%	Increased
3045	EAMA EFG Asset Management (Americas) Miami, Florida	$1.01M	+$500K	2	0.37%	Increased
3046	CPR CSU Producer Resources Fairfield, Ohio	$1.01M	$0	1	4.39%	Maintained
3047	MSA Marino Stram & Associates Braintree, Massachusetts	$1M	+$978K	13	0.93%	New
3048	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$1M	+$253K	10	0.25%	Increased
3049	WFI West Family Investments Carlsbad, California	$1M	$0	1	0.26%	Maintained
3050	BCP Berkeley Capital Partners Milton, Georgia	$1M	-$104K	2	0.66%	Reduced