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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
3876	MAM Marquette Asset Management Minneapolis, Minnesota	$1.16M	-$6K	8	0.25%	Reduced
3877	ACP Aveo Capital Partners Englewood, Colorado	$1.15M	+$105K	3	0.25%	Increased
3878	GCM Galibier Capital Management Toronto, Ontario, Canada	$1.15M	+$88K	1	0.15%	Increased
3879	WEPOG Wealth Enhancement & Preservation of GA Alpharetta, Georgia	$1.15M	+$85.3K	1	0.85%	Increased
3880	CVM Cheviot Value Management Beverly Hills, California	$1.14M	-$87.5K	2	0.28%	Reduced
3881	RiverFront Investment Group Richmond, Virginia	$1.14M	+$362K	4	0.02%	Increased
3882	CA Capital Advantage Walnut Creek, California	$1.13M	-$1.98M	1	0.3%	Reduced
3883	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$1.13M	$0	2	0.5%	Maintained
3884	POIA Pin Oak Investment Advisors Houston, Texas	$1.13M	-$1.25K	15	1.15%	Reduced
3885	TIM Tortoise Investment Management White Plains, New York	$1.13M	-$186K	20	0.23%	Reduced
3886	ZIG Zuckerman Investment Group Chicago, Illinois	$1.13M	+$102K	2	0.18%	Increased
3887	SHJ Sharkey, Howes & Javer Denver, Colorado	$1.12M	$0	1	0.3%	Maintained
3888	WFA Wade Financial Advisory Campbell, California	$1.12M	-$23.4K	2	0.61%	Reduced
3889	BBA Braun-Bostich & Associates Canonsburg, Pennsylvania	$1.11M	-$24.4K	3	2.02%	Reduced
3890	PWS Private Wealth Strategies New Albany, Ohio	$1.11M	$0	2	0.29%	Maintained
3891	JCP JB Capital Partners Armonk, New York	$1.11M	$0	2	0.26%	Maintained
3892	ESBC E.S. Barr & Co Lexington, Kentucky	$1.11M	+$226K	3	0.08%	Increased
3893	PWP Personal Wealth Partners Bloomington, Minnesota	$1.11M	+$904K	14	0.45%	Increased
3894	SFA Source Financial Advisors New York	$1.1M	+$200K	3	0.28%	Increased
3895	RS Retirement Solution Redmond, Washington	$1.09M	$0	2	0.52%	Maintained
3896	EOCM Energy Opportunities Capital Management Austin, Texas	$1.09M	-$705K	2	2.78%	Reduced
3897	Bellevue Group Kuesnacht, Switzerland	$1.07M	$0	3	0.01%	Maintained
3898	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$1.07M	-$1.46M	4	0.11%	Reduced
3899	Mesirow Financial Investment Management Chicago, Illinois	$1.07M	-$47.9K	2	2.74%	Reduced
3900	AA Addison Advisors Middlebury, Vermont	$1.07M	+$1.07M	11	0.87%	New