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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	FUBT First United Bank & Trust Oakland, Maryland	$901K	+$19.4K	1	0.97%	Increased
2477	NEPWA New England Private Wealth Advisors Wellesley, Massachusetts	$889K	-$11.5K	1	0.37%	Reduced
2478	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$883K	-$32.6K	3	0.76%	Reduced
2479	CC Centaurus Capital London, United Kingdom	$881K	+$900K	1	24.55%	New
2480	SAM Silphium Asset Management London, United Kingdom	$865K	+$471K	2	0.64%	Increased
2481	ICMC Intrepid Capital Management (Connecticut) Greenwich, Connecticut	$863K	-$5.62M	1	1.2%	Reduced
2482	HCM Harvest Capital Management Concord, New Hampshire	$858K	-$21.4K	2	0.41%	Reduced
2483	Pure Financial Advisors San Diego, California	$848K	+$238K	1	0.34%	Increased
2484	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$817K	-$53.1K	1	0.1%	Reduced
2485	GIA Granite Investment Advisors Concord, New Hampshire	$812K	$0	1	0.18%	Maintained
2486	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$809K	$0	5	0.55%	Maintained
2487	Choreo LLC Rockford, Illinois	$808K	+$776K	2	0.24%	New
2488	MCF Advisors Covington, Kentucky	$802K	+$87.2K	10	0.27%	Increased
2489	ZTNA Zions Trust National Association Salt Lake City, Utah	$799K	+$15.3K	5	1.12%	Increased
2490	JA JLB & Associates Plymouth, Michigan	$792K	-$18.7K	1	0.3%	Reduced
2491	ACM Axel Capital Management New York	$790K	+$792K	2	1.76%	New
2492	EML Eos Management LP New York	$780K	$0	1	0.54%	Maintained
2493	DCM Dinsmore Capital Management Morristown, New Jersey	$774K	+$125K	1	0.31%	Increased
2494	TFO Tarbox Family Office Newport Beach, California	$774K	-$30.3K	14	0.69%	Reduced
2495	GIA Gargoyle Investment Advisor Englewood, New Jersey	$770K	$0	2	0.34%	Maintained
2496	STIA Stone Toro Investment Advisers Princeton, New Jersey	$770K	+$198K	4	1.08%	Increased
2497	DR Davis Rea Toronto, Ontario, Canada	$769K	+$106K	1	0.46%	Increased
2498	SCM Symons Capital Management Pittsburgh, Pennsylvania	$766K	-$11.3M	2	0.18%	Reduced
2499	CAD Craig A. Drill	$765K	+$453K	2	0.96%	Increased
2500	NYLT New York Life Trust New York	$762K	+$57.6K	7	3.37%	Increased