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
5226	SWG Summit Wealth Group White River Junction, Vermont	$0	-$572K	0	–	Closed
5227	SPW Surience Private Wealth Yakima, Washington	$0	-$3.5M	0	–	Closed
5228	TC TAP Consulting Kirkwood, Missouri	$0	-$870K	0	–	Closed
5229	TD Ameritrade Investment Management Omaha, Nebraska	$0	-$2.08M	0	–	Closed
5230	TPCM Templeton & Phillips Capital Management Lookout Mountain, Tennessee	$0	-$373K	0	–	Closed
5231	TAS TIFF Advisory Services Radnor, Pennsylvania	$0	-$1.63M	0	–	Closed
5232	TPW TL Private Wealth Southlake, Texas	$0	-$218K	0	–	Closed
5233	TPG GP A Fort Worth, Texas	$0	-$10.2M	0	–	Closed
5234	TC TradeLink Capital Chicago, Illinois	$0	-$200K	0	–	Closed
5235	UAM UAS Asset Management New York	$0	-$4.09M	0	–	Closed
5236	VAM Vazirani Asset Management New York	$0	-$2.24M	0	–	Closed
5237	Veritable Wilmington, Delaware	$0	-$99.8M	0	–	Closed
5238	VPP Vertex Planning Partners Downers Grove, Illinois	$0	-$223K	0	–	Closed
5239	Vident Investment Advisory Alpharetta, Georgia	$0	-$274M	0	–	Closed
5240	Waratah Capital Advisors Toronto, Ontario, Canada	$0	-$265K	0	–	Closed
5241	WSL Western Standard LLC Los Angeles, California	$0	-$648K	0	–	Closed
5242	YCM Yost Capital Management Houston, Texas	$0	-$4.44M	0	–	Closed