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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
2476	BA Bridgewater Advisors New York	$674K	+$613K	1	0.69%	New
2477	OAM Orinda Asset Management Lafayette, California	$669K	-$58.4K	3	1.5%	Reduced
2478	NYLT New York Life Trust New York	$664K	+$216K	5	3.02%	Increased
2479	CL CRCM LP San Francisco, California	$662K	+$477K	1	7.52%	New
2480	DR Davis Rea Toronto, Ontario, Canada	$662K	-$2.07M	1	0.45%	Reduced
2481	HF Hoxton Financial Shepherdstown, West Virginia	$656K	+$521K	8	0.28%	Increased
2482	WA WealthTrust-Arizona Scottsdale, Arizona	$654K	+$25.2K	17	0.76%	Increased
2483	DCM Dinsmore Capital Management Morristown, New Jersey	$649K	$0	1	0.26%	Maintained
2484	KIA King Investment Advisors Houston, Texas	$630K	-$907K	2	0.29%	Reduced
2485	GCIA Gabelli & Co Investment Advisers Rye, New York	$628K	-$16.5K	2	0.23%	Reduced
2486	RVP Relative Value Partners Northbrook, Illinois	$624K	+$12.1K	1	0.09%	Increased
2487	Empirical Wealth Management Seattle, Washington	$623K	$0	1	0.18%	Maintained
2488	Modera Wealth Management Westwood, New Jersey	$621K	+$165K	2	0.24%	Increased
2489	LSA L & S Advisors Los Angeles, California	$615K	-$13.2M	1	0.22%	Reduced
2490	CAS CTC Alternative Strategies Chicago, Illinois	$602K	+$493K	2	0.46%	Increased
2491	CCB Cutter & Co Brokerage Ballwin, Missouri	$596K	-$45.4K	1	0.28%	Reduced
2492	ESBC E.S. Barr & Co Lexington, Kentucky	$593K	+$13.6K	2	0.07%	Increased
2493	YP Yellowstone Partners Idaho Falls, Idaho	$593K	+$557K	2	0.38%	New
2494	FAM Forty4 Asset Management Chicago, Illinois	$590K	+$569K	2	0.19%	New
2495	ZIG Zuckerman Investment Group Chicago, Illinois	$581K	+$18.1K	1	0.14%	Increased
2496	IWC Integrated Wealth Counsel Carmel, California	$559K	+$9.68K	4	0.41%	Increased
2497	Pure Financial Advisors San Diego, California	$559K	-$223K	1	0.24%	Reduced
2498	UBV United Bank (Virginia) Vienna, Virginia	$559K	+$7.32K	1	4.75%	Increased
2499	RMC Regis Management Company Menlo Park, California	$557K	$0	1	0.2%	Maintained
2500	RiverFront Investment Group Richmond, Virginia	$556K	+$1.47K	1	0.02%	Increased