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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	LFGH Lee Financial Group Hawaii Honolulu, Hawaii	$1.28M	-$2.53K	1	1.1%	Reduced
3052	PL Parkwood LLC Cleveland, Ohio	$1.28M	+$152K	2	0.27%	Increased
3053	Merriman Wealth Management Seattle, Washington	$1.28M	+$212K	3	0.25%	Increased
3054	Bellevue Group Kuesnacht, Switzerland	$1.28M	+$1.29M	4	0.02%	New
3055	AGA Accuvest Global Advisors Provo, Utah	$1.27M	-$1.35M	2	0.74%	Reduced
3056	VCM Versant Capital Management Phoenix, Arizona	$1.27M	-$477K	49	0.58%	Reduced
3057	SAM Silphium Asset Management London, United Kingdom	$1.26M	-$1.32M	3	0.36%	Reduced
3058	BWM Baystate Wealth Management Boston, Massachusetts	$1.26M	+$3.07K	21	0.16%	Increased
3059	KA KLCM Advisors Milwaukee, Wisconsin	$1.25M	+$26.5K	3	0.31%	Increased
3060	LFA Legacy Financial Advisors Covington, Kentucky	$1.25M	-$1.38M	2	0.44%	Reduced
3061	SIA Starfire Investment Advisers Southfield, Michigan	$1.25M	+$585K	3	0.56%	Increased
3062	CMANY Capital Management Associates (New York) New York	$1.24M	-$949K	4	2.02%	Reduced
3063	CFG Cooper Financial Group Irvine, California	$1.24M	+$764K	1	0.6%	Increased
3064	VCM Voce Capital Management San Francisco, California	$1.23M	+$1.24M	1	0.64%	New
3065	W WealthStone Columbus, Ohio	$1.23M	+$1.16M	33	0.53%	Increased
3066	SBA Secrest Blakey & Associates Raleigh, North Carolina	$1.23M	-$221K	4	1.07%	Reduced
3067	IWA Intercontinental Wealth Advisors San Antonio, Texas	$1.22M	-$404K	11	0.63%	Reduced
3068	Peconic Partners New York	$1.22M	-$3M	3	0.24%	Reduced
3069	PGA Premia Global Advisors Coral Gables, Florida	$1.21M	-$815K	2	1.9%	Reduced
3070	MA MANA Advisors New York	$1.21M	+$170K	4	2.66%	Increased
3071	HCM Harvey Capital Management Palm Beach, Florida	$1.2M	$0	2	0.58%	Maintained
3072	MAP Milestone Advisory Partners Southern Pines, North Carolina	$1.2M	+$48.8K	1	0.73%	Increased
3073	CIC Canal Insurance Company Greenville, South Carolina	$1.2M	+$1.24M	1	0.39%	New
3074	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$1.2M	+$48.3K	2	0.98%	Increased
3075	FFG Frisch Financial Group Melville, New York	$1.19M	+$14.9K	3	0.8%	Increased