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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
3201	WMG WESCAP Management Group Glendale, California	$461K	-$21.8K	1	0.18%	Reduced
3202	WA WP Advisors San Francisco, California	$461K	+$183K	2	0.45%	Increased
3203	CC Claybrook Capital Wellesley, Massachusetts	$453K	+$431K	4	0.32%	New
3204	CFIA Cantor Fitzgerald Investment Advisors New York	$444K	+$303	1	0.05%	Increased
3205	EIG Ellenbecker Investment Group Waukesha, Wisconsin	$435K	+$425K	1	0.36%	New
3206	DI DUMAC Inc Durham, North Carolina	$434K	-$440K	1	0.41%	Reduced
3207	AIM Avity Investment Management Greenwich, Connecticut	$430K	+$423K	2	0.05%	New
3208	CW Cabot-Wellington Boston, Massachusetts	$430K	$0	1	0.26%	Maintained
3209	BJ Brouwer & Janachowski Mill Valley, California	$424K	+$5K	1	0.08%	Increased
3210	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$418K	+$14.2K	1	0.08%	Increased
3211	PP PDS Planning Dublin, Ohio	$418K	+$407K	2	0.42%	New
3212	AWW Alan W. Weber	$415K	$0	1	0.18%	Maintained
3213	FM Family Management New York	$415K	-$4.07M	1	0.29%	Reduced
3214	ES Equitec Specialists Chicago, Illinois	$412K	+$401K	1	0.08%	New
3215	BP BBR Partners New York	$411K	+$182K	2	0.08%	Increased
3216	CCM Corsair Capital Management New York	$411K	-$1.71M	1	0.07%	Reduced
3217	HFA Huber Financial Advisors Lincolnshire, Illinois	$410K	+$382K	1	0.45%	New
3218	AF Aldebaran Financial	$404K	+$611	1	0.27%	Increased
3219	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$397K	+$218	6	0.2%	Increased
3220	TAM Trust Asset Management Houston, Texas	$392K	$0	1	0.15%	Maintained
3221	DSN D. Scott Neal Lexington, Kentucky	$391K	-$61.7K	7	0.23%	Reduced
3222	DFIG Dragon Financial & Investment Group San Mateo, California	$389K	+$380K	1	0.35%	New
3223	BM Brandywine Managers Hockessin, Delaware	$388K	+$19.8K	2	0.11%	Increased
3224	BC Barnett & Company Chattanooga, Tennessee	$386K	+$129K	4	0.19%	Increased
3225	FCA Florence Capital Advisors New York	$384K	$0	2	0.38%	Maintained