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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
2451	BPCA Bank Pictet & Cie (Asia) Singapore	$1.85M	-$508K	4	6.28%	Reduced
2452	SIC Shoker Investment Counsel Oxford, Ohio	$1.84M	+$5.78K	2	1.73%	Increased
2453	DA Dunvegan Associates Santa Barbara, California	$1.84M	-$714K	5	2.03%	Reduced
2454	PVWM Point View Wealth Management Summit, New Jersey	$1.83M	+$29.2K	3	1.42%	Increased
2455	BG Bollard Group Boston, Massachusetts	$1.82M	-$87.7K	5	0.14%	Reduced
2456	CCB Cutter & Co Brokerage Ballwin, Missouri	$1.82M	+$1.27M	6	0.73%	Increased
2457	Prospera Financial Services Dallas, Texas	$1.82M	-$364K	4	0.43%	Reduced
2458	CAS Cue Advisory Services Phoenix, Arizona	$1.82M	+$414K	3	1.71%	Increased
2459	LTI Laffer Tengler Investments Nashville, Tennessee	$1.81M	-$13.1M	1	0.44%	Reduced
2460	NAM Needelman Asset Management Ladera Ranch, California	$1.81M	-$44.3K	2	5.72%	Reduced
2461	EGM Espalier Global Management New York	$1.8M	-$9.91M	1	0.29%	Reduced
2462	HCM Hengehold Capital Management Cincinnati, Ohio	$1.79M	-$44.2K	1	0.64%	Reduced
2463	SCM Silver Capital Management New York	$1.79M	-$894K	1	3.32%	Reduced
2464	TCM Tradewinds Capital Management Bellingham, Washington	$1.78M	+$19.2K	17	1.25%	Increased
2465	FMA FNY Managed Accounts New York	$1.76M	+$951K	13	2.08%	Increased
2466	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$1.76M	-$238K	14	1.42%	Reduced
2467	JMFC J.M. Forbes & Co Boston, Massachusetts	$1.74M	-$224K	4	0.47%	Reduced
2468	Regents of the University of California Oakland, California	$1.73M	-$1.8M	2	4.86%	Reduced
2469	LAIC Lederer & Associates Investment Counsel Long Beach, California	$1.73M	-$3.11K	2	1.77%	Reduced
2470	AIM Aspen Investment Management Grand Rapids, Michigan	$1.73M	$0	4	1.45%	Maintained
2471	WA WESPAC Advisors Orinda, California	$1.72M	-$430K	3	1.29%	Reduced
2472	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$1.71M	+$101K	3	0.77%	Increased
2473	BI Boulegeris Investments Sandy Springs, Georgia	$1.7M	-$156K	2	1.22%	Reduced
2474	CNFG Creegan & Nassoura Financial Group Portsmouth, New Hampshire	$1.7M	-$28K	2	1.77%	Reduced
2475	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$1.69M	+$66.6K	6	1.01%	Increased