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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	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$1.07M	$0	3	0.58%	Maintained
3027	ECAM East Coast Asset Management Essex, Massachusetts	$1.07M	$0	1	0.3%	Maintained
3028	BCA Berman Capital Advisors Atlanta, Georgia	$1.07M	+$63.1K	3	0.37%	Increased
3029	CVM Cheviot Value Management Beverly Hills, California	$1.07M	+$282K	2	0.52%	Increased
3030	MA MANA Advisors New York	$1.07M	-$2.39M	3	5.7%	Reduced
3031	Circle Wealth Management Summit, New Jersey	$1.07M	-$204K	3	0.36%	Reduced
3032	TAMH Taikang Asset Management (HK) Hong Kong	$1.06M	-$354K	1	0.12%	Reduced
3033	EDRIA Edmonds Duncan Registered Investment Advisors Lawrence, Kansas	$1.05M	+$1.33K	2	0.46%	Increased
3034	KC Kingfisher Capital Charlotte, North Carolina	$1.05M	+$33.3K	3	0.67%	Increased
3035	SAIG Semper Augustus Investments Group Highlands Ranch, Colorado	$1.05M	-$7.65K	1	0.66%	Reduced
3036	EIM Elephas Investment Management Hong Kong	$1.05M	+$831K	1	0.11%	New
3037	HCM Hudson Capital Management Ramsey, New Jersey	$1.05M	+$67.4K	1	0.73%	Increased
3038	SMM Stadion Money Management Watkinsville, Georgia	$1.05M	-$99.6K	4	0.04%	Reduced
3039	TFA Transamerica Financial Advisors St. Petersburg, Florida	$1.05M	-$3.16M	10	0.23%	Reduced
3040	WPSG Wealth & Pension Services Group Atlanta, Georgia	$1.05M	+$1.08M	1	1.33%	New
3041	GCM Gladstone Capital Management London, United Kingdom	$1.04M	-$1.16M	1	0.49%	Reduced
3042	LA LexAurum Advisors Overland Park, Kansas	$1.04M	+$12.7K	1	0.92%	Increased
3043	Merit Financial Group Alpharetta, Georgia	$1.03M	+$163K	2	0.18%	Increased
3044	CPC Congress Park Capital Saratoga Springs, New York	$1.03M	+$159	1	0.99%	Increased
3045	FAG Financial Advisory Group Houston, Texas	$1.03M	+$17.6K	2	0.28%	Increased
3046	FHB First Hawaiian Bank Honolulu, Hawaii	$1.02M	+$413K	3	0.13%	Increased
3047	WCWM Willow Creek Wealth Management Sebastopol, California	$1.02M	+$324K	3	0.57%	Increased
3048	SHJ Sharkey, Howes & Javer Denver, Colorado	$1.01M	-$531	6	0.56%	Reduced
3049	Park Avenue Securities New York	$1.01M	+$68.6K	2	0.18%	Increased
3050	NIM Nicollet Investment Management Minneapolis, Minnesota	$1M	+$128K	2	0.72%	Increased