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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
2351	WCM Windward Capital Management Los Angeles, California	$272K	-$1.24K	1	0.11%	Reduced
2352	PWM ParenteBeard Wealth Management York, Pennsylvania	$271K	-$496K	1	0.13%	Reduced
2353	IFLIT Investmentaktiengesellschaft Fuer Langfristige Investoren TGV Bonn, Germany	$264K	$0	1	0.15%	Maintained
2354	PGH Partners Group Holding Baar-Zug, Switzerland	$261K	+$32.2K	1	0.07%	Increased
2355	WCM Weston Capital Management Los Angeles, California	$261K	$0	1	0.34%	Maintained
2356	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$260K	+$90.3K	2	0.71%	Increased
2357	FCM Ferox Capital Management London, United Kingdom	$258K	$0	1	0.1%	Maintained
2358	RPGK Retirement Planning Group (Kansas) Leawood, Kansas	$258K	-$231K	1	0.09%	Reduced
2359	LSC Lesa Sroufe & Co Seattle, Washington	$255K	-$3.72M	1	0.15%	Reduced
2360	CL CIM LLC Albany, New York	$253K	+$2.42K	1	0.16%	Increased
2361	MCWS McKinley Carter Wealth Services Wheeling, West Virginia	$248K	+$41.7K	1	0.29%	Increased
2362	TAS TIFF Advisory Services Radnor, Pennsylvania	$243K	$0	1	0.11%	Maintained
2363	AFIA America First Investment Advisors Omaha, Nebraska	$234K	+$17K	7	0.12%	Increased
2364	OCM Osterweis Capital Management San Francisco, California	$231K	-$265K	2	0.01%	Reduced
2365	DLG Daniel L. Goodwin	$230K	$0	1	0.05%	Maintained
2366	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$229K	+$99K	12	0.4%	Increased
2367	RU RobecoSam USA New York	$229K	-$97.3K	1	0.29%	Reduced
2368	MC MSF Capital New York	$228K	+$222K	1	0.06%	New
2369	BP BBR Partners New York	$227K	$0	1	0.05%	Maintained
2370	PLFAM Pineno Levin & Ford Asset Management Richmond, Virginia	$227K	-$2.62M	1	0.15%	Reduced
2371	HS Huntington Steele Oaks, Pennsylvania	$226K	$0	1	0.12%	Maintained
2372	PM Parametrica Management Wanchai, Hong Kong	$222K	+$214K	1	2.77%	New
2373	Obermeyer Wealth Partners Aspen, Colorado	$219K	-$134K	1	0.06%	Reduced
2374	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$215K	-$58.1K	1	0.2%	Reduced
2375	MWP Moller Wealth Partners	$213K	+$205K	1	0.13%	New