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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
3101	BFPW BOK Financial Private Wealth Denver, Colorado	$982K	+$767K	4	0.13%	Increased
3102	MUS Mitsubishi UFJ Securities Tokyo, Japan	$978K	-$1.37M	11	7.35%	Reduced
3103	DA Doliver Advisors Houston, Texas	$976K	-$54.6K	2	0.48%	Reduced
3104	PBT Pictet Bank & Trust Nassau, Bahamas	$965K	$0	1	0.39%	Maintained
3105	BCA Benchmark Capital Advisors New York	$960K	+$10.2K	2	0.96%	Increased
3106	P8IP Pier 88 Investment Partners San Francisco, California	$959K	-$71.4K	3	0.49%	Reduced
3107	DI DFPG Investments Sandy, Utah	$958K	+$1.16M	3	1.27%	New
3108	FAG Financial Advisory Group Houston, Texas	$957K	$0	2	0.29%	Maintained
3109	FFG Frisch Financial Group Melville, New York	$957K	+$967K	2	0.67%	New
3110	VNB Virginia National Bank Charlottesville, Virginia	$955K	-$220K	3	0.7%	Reduced
3111	UBPAM Union Bancaire Privee Asset Management New York	$951K	+$1.36M	1	1.09%	New
3112	TF TimeScale Financial Danvers, Massachusetts	$943K	+$963K	3	0.55%	New
3113	VWA VERITY Wealth Advisors Sausalito, United States	$939K	+$973K	2	1.08%	New
3114	PCM Poehling Capital Management Madison, Wisconsin	$938K	+$9.36K	2	0.9%	Increased
3115	TC Trilogy Capital Irvine, California	$937K	-$181K	2	0.13%	Reduced
3116	IF IRON Financial Northbrook, Illinois	$936K	-$367K	2	0.73%	Reduced
3117	CCA Castle Creek Arbitrage Avon, Colorado	$935K	+$1.34M	1	0.32%	New
3118	WFI West Family Investments Carlsbad, California	$933K	$0	1	0.24%	Maintained
3119	TIM Tortoise Investment Management White Plains, New York	$931K	+$1.68K	12	0.25%	Increased
3120	MUAMU Mitsubishi UFJ Asset Management (UK) London, United Kingdom	$930K	-$59.8K	1	0.47%	Reduced
3121	CWM Campbell Wealth Management Alexandria, Virginia	$921K	+$945K	3	0.28%	New
3122	SCM SG Capital Management Chicago, Illinois	$920K	-$99.9K	1	0.28%	Reduced
3123	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$917K	+$38.4K	6	0.64%	Increased
3124	BWA Burt Wealth Advisors North Bethesda, Maryland	$906K	-$18.6K	7	0.43%	Reduced
3125	AFA American Financial Advisors Marietta, Georgia	$904K	+$916K	3	0.2%	New