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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
2376	CPR CSU Producer Resources Fairfield, Ohio	$1.3M	$0	1	20.24%	Maintained
2377	Kayne Anderson Capital Advisors Los Angeles, California	$1.3M	$0	1	0.01%	Maintained
2378	PAA Peregrine Asset Advisers Portland, Oregon	$1.29M	-$237K	3	1.13%	Reduced
2379	CCA Checchi Capital Advisers Beverly Hills, California	$1.29M	+$1.23M	4	1%	New
2380	Capital Wealth Planning Naples, Florida	$1.27M	-$3.22M	1	1.54%	Reduced
2381	AC Andromeda Capital White Plains, New York	$1.27M	+$1.26M	1	0.18%	New
2382	PNAA Pictet North America Advisors Geneva 73, Switzerland	$1.26M	+$1.17M	2	0.28%	New
2383	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$1.26M	+$1.17M	4	0.38%	New
2384	FWM Focused Wealth Management Newburgh, New York	$1.26M	-$3.7K	21	1.05%	Reduced
2385	FHB First Hawaiian Bank Honolulu, Hawaii	$1.25M	-$108K	3	0.22%	Reduced
2386	SCP Sandhill Capital Partners Buffalo, New York	$1.25M	+$24.9K	2	0.5%	Increased
2387	Hillsdale Investment Management Toronto, Ontario, Canada	$1.24M	-$1.13M	9	0.36%	Reduced
2388	LCM Landscape Capital Management Englewood, New Jersey	$1.23M	+$1.17M	4	1.13%	New
2389	WSC Wellington Shields & Co New York	$1.23M	+$4.84K	3	0.83%	Increased
2390	SWM Strategic Wealth Management Kirkland, Washington	$1.22M	-$58.3K	1	1.24%	Reduced
2391	CCG Chatham Capital Group Savannah, Georgia	$1.21M	+$194K	3	0.5%	Increased
2392	GCT Galaxy Capital Trading Road Town, British Virgin Islands	$1.21M	-$1.71M	3	3%	Reduced
2393	EA Elm Advisors Burlingame, California	$1.2M	+$1.1M	2	1.16%	New
2394	FWP FAS Wealth Partners Leawood, Kansas	$1.2M	+$1.11M	2	0.71%	New
2395	HCA Harbour Capital Advisors Tysons Corner, Virginia	$1.2M	-$535K	2	1.06%	Reduced
2396	ACM Afton Capital Management Charlotte, North Carolina	$1.19M	-$1.25M	1	1.08%	Reduced
2397	ACM Akanthos Capital Management Woodland Hills, California	$1.19M	-$295K	1	2.33%	Reduced
2398	SMC Smith, Moore & Co Clayton, Missouri	$1.19M	+$1.09M	3	0.74%	New
2399	SM Simcah Management Charlotte, North Carolina	$1.17M	+$1.15M	1	1.35%	New
2400	FPC Falcon Point Capital San Francisco, California	$1.16M	-$881K	3	1.11%	Reduced