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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
2426	PAWC P.A.W. Capital Greenwich, Connecticut	$1.34M	-$297K	1	1.54%	Reduced
2427	TFA Transamerica Financial Advisors St. Petersburg, Florida	$1.34M	-$106K	12	0.11%	Reduced
2428	MS Marshall & Sullivan Seattle, Washington	$1.34M	-$587K	1	1.75%	Reduced
2429	SGH Schonfeld Group Holdings Jericho, New York	$1.34M	+$578K	4	0.7%	Increased
2430	FTI Fiduciary Trust International Lincoln, Massachusetts	$1.34M	-$293K	1	0.45%	Reduced
2431	NCM Newland Capital Management New York	$1.33M	-$1.83M	2	1.21%	Reduced
2432	SAMC Spectrum Asset Management (California) Newport Beach, California	$1.33M	-$2.86M	2	1.56%	Reduced
2433	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$1.32M	-$363K	2	0.81%	Reduced
2434	GWCM Godshalk Welsh Capital Management Radnor, Pennsylvania	$1.32M	+$61.8K	3	1.45%	Increased
2435	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$1.32M	+$8.21K	4	1.18%	Increased
2436	BRWM B. Riley Wealth Management Memphis, Tennessee	$1.32M	-$2.39M	4	1.87%	Reduced
2437	RCM Riverpark Capital Management New York	$1.31M	-$1.44M	1	0.91%	Reduced
2438	TSS Two Sigma Securities New York	$1.31M	+$1.34M	6	2.05%	Increased
2439	RDM Retirement Design & Management Westport, Connecticut	$1.28M	-$212K	1	1.33%	Reduced
2440	YP Yellowstone Partners Idaho Falls, Idaho	$1.28M	+$705K	3	0.61%	Increased
2441	JPTCCM J.P. Turner & Co Capital Management Atlanta, Georgia	$1.26M	-$1.81M	3	1.31%	Reduced
2442	MCM McRae Capital Management Morristown, New Jersey	$1.26M	-$98.3K	2	0.64%	Reduced
2443	AIS AlphaOne Investment Services West Chester, Pennsylvania	$1.26M	-$1.56M	3	0.53%	Reduced
2444	HRT Financial New York	$1.25M	-$62.9M	4	1.06%	Reduced
2445	BHA Beech Hill Advisors New York	$1.24M	-$900K	2	0.79%	Reduced
2446	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$1.24M	-$248K	2	0.75%	Reduced
2447	WCM Windsor Capital Management Phoenix, Arizona	$1.23M	+$258K	5	0.72%	Increased
2448	Northeast Financial Consultants Westport, Connecticut	$1.22M	$0	3	0.62%	Maintained
2449	HCP Holt Capital Partners Fort Worth, Texas	$1.21M	+$55.5K	4	0.51%	Increased
2450	WSC Wellington Shields & Co New York	$1.21M	-$18K	3	0.91%	Reduced