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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	RIA Regal Investment Advisors Kentwood, Michigan	$3.29M	+$115K	3	0.86%	Increased
2377	TFA Transamerica Financial Advisors St. Petersburg, Florida	$3.28M	+$804K	4	0.39%	Increased
2378	IC Intersect Capital San Ramon, California	$3.28M	-$1.09M	2	2.85%	Reduced
2379	TIA Tiemann Investment Advisors Menlo Park, California	$3.27M	+$226K	5	3.03%	Increased
2380	EM EnTrustPermal Management New York	$3.25M	+$3.18M	1	1.65%	New
2381	ZB Zions Bancorporation Salt Lake City, Utah	$3.25M	-$959K	25	0.61%	Reduced
2382	AA Apriem Advisors Irvine, California	$3.24M	-$233K	21	0.88%	Reduced
2383	SPL Smart Portfolios LLC Seattle, Washington	$3.21M	-$38.4K	1	3.05%	Reduced
2384	CL CIM LLC Albany, New York	$3.21M	+$53.8K	6	1.45%	Increased
2385	PH Pinnacle Holdings Tulsa, Oklahoma	$3.21M	-$43.7K	2	1.24%	Reduced
2386	Mizuho Securities USA New York	$3.2M	-$9.78M	3	0.17%	Reduced
2387	AC Alley Company Lake Forest, Illinois	$3.19M	+$603K	2	1.26%	Increased
2388	WA Winfield Associates Cleveland, Ohio	$3.19M	+$444K	23	1.81%	Increased
2389	LA LVW Advisors Pittsford, New York	$3.18M	-$790K	2	1.14%	Reduced
2390	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$3.16M	-$440K	46	1.36%	Reduced
2391	Plancorp LLC Saint Louis, Missouri	$3.16M	-$179K	5	0.92%	Reduced
2392	TC Tairen Capital Hong Kong	$3.16M	-$15.8M	2	0.75%	Reduced
2393	SWM Strategic Wealth Management Kirkland, Washington	$3.16M	-$39.7K	1	4.29%	Reduced
2394	CFN Cordasco Financial Network Naples, Florida	$3.15M	-$139K	6	3.63%	Reduced
2395	GIM Guild Investment Management Los Angeles, California	$3.15M	+$2.59M	1	3.06%	Increased
2396	SAIG Semper Augustus Investments Group Highlands Ranch, Colorado	$3.13M	-$10.6K	1	2.34%	Reduced
2397	WCM Windsor Capital Management Phoenix, Arizona	$3.13M	-$85.7K	4	1.62%	Reduced
2398	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$3.12M	+$252K	10	3.87%	Increased
2399	BWP Baldwin Wealth Partners Marion, Massachusetts	$3.11M	-$720K	12	0.51%	Reduced
2400	KSA Ken Stern & Associates San Diego, California	$3.11M	-$28.6K	5	1.46%	Reduced