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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	MCM Moon Capital Management New York	$2.96M	+$2.2M	1	0.89%	New
2427	SMC Smith, Moore & Co Clayton, Missouri	$2.96M	-$604K	5	1.06%	Reduced
2428	MFW Mosaic Family Wealth St. Louis, Missouri	$2.96M	+$291K	23	1.28%	Increased
2429	PIM Partner Investment Management San Francisco, California	$2.95M	+$1.3M	2	3.59%	Increased
2430	PB Pinnacle Bancorp Beatrice, Nebraska	$2.95M	+$2.9M	16	2.09%	New
2431	SAM Silverback Asset Management Chapel Hill, North Carolina	$2.95M	+$2.19M	1	0.72%	Increased
2432	CWM Confluence Wealth Management Portland, Oregon	$2.94M	-$430K	4	1.45%	Reduced
2433	HA Halsey Associates New Haven, Connecticut	$2.94M	-$44.7K	3	0.62%	Reduced
2434	HWA HCR Wealth Advisors Los Angeles, California	$2.92M	+$14.6K	5	1.5%	Increased
2435	PAS Partnervest Advisory Services Santa Barbara, California	$2.92M	+$202K	5	1.32%	Increased
2436	SAM SignalPoint Asset Management Springfield, Missouri	$2.92M	-$1.07M	4	0.81%	Reduced
2437	Horizon Investments Charlotte, North Carolina	$2.92M	+$896K	3	0.19%	Increased
2438	WSC Wellington Shields & Co New York	$2.91M	+$37.6K	5	0.88%	Increased
2439	CCM Crossvault Capital Management San Antonio, Texas	$2.91M	-$4.26M	3	1.81%	Reduced
2440	HBWM Hollow Brook Wealth Management Katonah, New York	$2.9M	$0	1	2.26%	Maintained
2441	SAM Shikiar Asset Management New York	$2.9M	+$2.83M	1	1.31%	New
2442	GEA Glen Eagle Advisors Kingston, New Jersey	$2.9M	-$43.3K	16	2.49%	Reduced
2443	Sumitomo Mitsui Financial Group Tokyo, Japan	$2.9M	+$1.7M	5	0.55%	Increased
2444	FWM Focused Wealth Management Newburgh, New York	$2.89M	-$151K	18	1.13%	Reduced
2445	LF Lee Financial Dallas, Texas	$2.89M	-$7.37K	11	1.15%	Reduced
2446	PP PagnatoKarp Partners Reston, Virginia	$2.87M	+$65K	4	0.83%	Increased
2447	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$2.87M	-$2.13M	3	1.61%	Reduced
2448	AIM Acrospire Investment Management Chicago, Illinois	$2.85M	-$1.96M	56	2.36%	Reduced
2449	LJAC L.J. Altfest & Co New York	$2.85M	-$2.01M	4	1.13%	Reduced
2450	RMAM Raab & Moskowitz Asset Management Chatham, New Jersey	$2.85M	-$131K	3	1.48%	Reduced