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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
2301	LC Lourd Capital Beverly Hills, California	$423K	+$420K	1	0.05%	New
2302	OAM Orinda Asset Management Lafayette, California	$421K	+$423K	4	1.38%	New
2303	BA Birinyi Associates Westport, Connecticut	$415K	+$433K	1	0.25%	New
2304	JIP Jaffetilchin Investment Partners Tampa, Florida	$413K	+$407K	1	0.29%	New
2305	FAG Financial Advisory Group Houston, Texas	$410K	+$407K	1	0.26%	New
2306	FIAS FinTrust Investment Advisory Services Greenville, South Carolina	$388K	+$378K	1	0.67%	New
2307	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$379K	+$387K	1	0.19%	New
2308	MAM Marquette Asset Management Minneapolis, Minnesota	$376K	+$373K	1	0.18%	New
2309	HHGA Halbert Hargrove Global Advisors Long Beach, California	$373K	+$390K	1	0.14%	New
2310	RCG Rock Creek Group Washington, District of Columbia	$372K	+$374K	1	0.13%	New
2311	SNS Financial Group Minneapolis, Minnesota	$367K	+$357K	1	0.14%	New
2312	AWS Aris Wealth Services State College, Pennsylvania	$354K	+$349K	1	0.76%	New
2313	ACM Avalon Capital Management Port Of Redwood City, California	$342K	+$367K	1	0.34%	New
2314	TCM TD Capital Management Memphis, Tennessee	$341K	+$338K	3	0.08%	New
2315	Obermeyer Wealth Partners Aspen, Colorado	$334K	+$335K	6	0.09%	New
2316	SC Stratford Consulting Addison, Texas	$334K	+$325K	1	0.21%	New
2317	WRM Weybosset Research & Management Province, Rhode Island	$324K	+$322K	1	0.25%	New
2318	CAIMH Central Asset Investments & Management Holdings Hong Kong	$315K	+$317K	1	0.41%	New
2319	PCM Polaris Capital Management Boston, Massachusetts	$315K	+$317K	1	0.02%	New
2320	RU RobecoSam USA New York	$313K	+$322K	1	0.44%	New
2321	SFM Signature Financial Management Norfolk, Virginia	$308K	+$306K	1	0.21%	New
2322	AM Anthion Management New York	$303K	+$242K	1	0.11%	New
2323	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$303K	+$295K	1	0.11%	New
2324	3NC 300 North Capital Pasadena, California	$302K	+$302K	1	0.12%	New
2325	SFG Sather Financial Group Victoria, Texas	$295K	+$293K	1	0.24%	New