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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
3051	PL Polianta Ltd St Helier, Jersey	$1.13M	-$6.29M	1	0.56%	Reduced
3052	DWM Dorchester Wealth Management Montreal, Quebec, Canada	$1.13M	+$113K	3	0.39%	Increased
3053	CRA Circle Road Advisors New York	$1.12M	+$1.08M	1	1.06%	New
3054	CAAS Capital Asset Advisory Services Williamston, Michigan	$1.11M	-$133K	3	1.06%	Reduced
3055	CCM Community Capital Management Plantation, Florida	$1.11M	+$1.24M	5	1.64%	New
3056	AGA Accuvest Global Advisors Provo, Utah	$1.11M	+$400K	3	0.57%	Increased
3057	QAM Questar Asset Management Minneapolis, Minnesota	$1.1M	+$1.28M	3	1.3%	New
3058	AA Apriem Advisors Irvine, California	$1.1M	-$529K	3	0.39%	Reduced
3059	Waverly Advisors Birmingham, Alabama	$1.09M	-$3.88M	3	0.19%	Reduced
3060	TC Toews Corporation Northfield, New Jersey	$1.09M	+$1.08M	1	0.47%	New
3061	NA Nottingham Advisors Amherst, New York	$1.09M	$0	2	0.16%	Maintained
3062	AF Aldebaran Financial	$1.08M	+$383K	3	0.83%	Increased
3063	Truepoint Inc Cincinnati, Ohio	$1.08M	-$161K	2	0.1%	Reduced
3064	AMCA Arthur M. Cohen & Associates Northbrook, Illinois	$1.08M	-$316K	2	0.34%	Reduced
3065	NC Noked Capital Tel Aviv, Israel	$1.08M	+$1.07M	2	0.9%	New
3066	NI Noked Israel Ramat Hasharon, Israel	$1.08M	+$1.07M	2	0.9%	New
3067	SBA Secrest Blakey & Associates Raleigh, North Carolina	$1.08M	-$687K	3	0.9%	Reduced
3068	JHCP Jackson Hole Capital Partners Tulsa, Oklahoma	$1.08M	+$1.15M	2	1.13%	New
3069	IWA Inspirion Wealth Advisors Libertyville, Illinois	$1.07M	+$150K	2	0.54%	Increased
3070	PIM Profit Investment Management North Bethesda, Maryland	$1.07M	$0	2	0.97%	Maintained
3071	SMH Sanders Morris Harris Houston, Texas	$1.07M	+$320K	4	0.59%	Increased
3072	CH Canton Hathaway Providence, Rhode Island	$1.06M	+$676K	7	0.69%	Increased
3073	CHA Cooper/Haims Advisors Victor, New York	$1.06M	+$12.1K	3	0.73%	Increased
3074	GWM GSB Wealth Management Guilford, Connecticut	$1.06M	+$1.54K	3	5.61%	Increased
3075	ACG Allen Capital Group Grand Island, Nebraska	$1.06M	+$900K	2	0.37%	Increased