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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
3351	SAM Southpaw Asset Management Stamford, Connecticut	$302K	+$288K	1	0.27%	New
3352	ECM Ensemble Capital Management San Francisco, California	$301K	-$371K	1	0.04%	Reduced
3353	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$301K	$0	1	0.21%	Maintained
3354	IA IFG Advisors St. Louis, Missouri	$300K	+$314K	1	0.28%	New
3355	NCM Next Capital Management New York	$298K	-$493K	3	0.2%	Reduced
3356	HFA High Falls Advisors Rochester, New York	$296K	-$787	1	0.09%	Reduced
3357	CWM Capital Wealth Management W. Warwick, Rhode Island	$293K	-$73K	1	0.31%	Reduced
3358	BFWA Benchmark Financial Wealth Advisors Boca Raton, Florida	$292K	-$546K	1	0.29%	Reduced
3359	EWG Executive Wealth Group Kirkland, Washington	$291K	+$738	1	0.23%	Increased
3360	RGNCM R.G. Niederhoffer Capital Management New York	$290K	-$729K	1	2.57%	Reduced
3361	PA Parkside Advisors Berkeley, California	$289K	$0	1	0.15%	Maintained
3362	ECM Engine Capital Management New York	$288K	+$49.4K	1	0.13%	Increased
3363	SIS Sound Income Strategies Ft Lauderdale, Florida	$288K	+$1.62K	28	0.09%	Increased
3364	LCC Lincoln Capital Corp East Greenwich, Rhode Island	$287K	$0	1	0.24%	Maintained
3365	ACM Academy Capital Management Waco, Texas	$286K	$0	1	0.06%	Maintained
3366	PWAC Private Wealth Advisors (California) Fresno, California	$285K	-$77.7K	1	0.19%	Reduced
3367	SCA Strategic Capital Advisers Denver, Colorado	$284K	+$140	1	0.32%	Increased
3368	JMG Financial Group Downers Grove, Illinois	$282K	$0	1	0.03%	Maintained
3369	BCM Brown Capital Management Baltimore, Maryland	$281K	-$14K	1	0%	Reduced
3370	EGWAG Elwood & Goetz Wealth Advisory Group Athens, Georgia	$281K	$0	1	0.22%	Maintained
3371	PS Portfolio Solutions Royal Oak, Michigan	$281K	+$281K	1	0.04%	New
3372	VFP Verus Financial Partners Richmond, Virginia	$280K	+$267K	1	0.09%	New
3373	BM Brandywine Managers Hockessin, Delaware	$278K	+$10.9K	1	0.09%	Increased
3374	CM Columbus Macro New Castle, Pennsylvania	$277K	-$342K	1	0.07%	Reduced
3375	ACR Alpine Capital Research St. Louis, Missouri	$275K	+$295	1	0.01%	Increased