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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	Avior Wealth Management Omaha, Nebraska	$1.51M	+$179K	13	0.67%	Increased
2477	NFG Nations Financial Group Cedar Rapids, Iowa	$1.51M	-$3.11K	3	1.74%	Reduced
2478	FIG Fortress Investment Group New York	$1.51M	+$1.51M	1	0.03%	New
2479	ACM Armbruster Capital Management Pittsford, New York	$1.5M	+$359K	8	1.03%	Increased
2480	RDM Retirement Design & Management Westport, Connecticut	$1.5M	-$50.3K	2	1.07%	Reduced
2481	BMCM Black Maple Capital Management Milwaukee, Wisconsin	$1.5M	+$264K	1	1.38%	Increased
2482	KAM Kazazian Asset Management Fort Lauderdale, Florida	$1.5M	+$102K	2	2.88%	Increased
2483	BEC Blue Edge Capital Richmond, Virginia	$1.5M	+$1.08M	1	0.89%	Increased
2484	PAM PT Asset Management Chicago, Illinois	$1.48M	-$505K	4	0.38%	Reduced
2485	BRA Blue Rock Advisors Wayzata, Minnesota	$1.48M	-$397K	8	18.18%	Reduced
2486	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$1.47M	-$138K	11	1.2%	Reduced
2487	RMSCM R.M. Sincerbeaux Capital Management New York	$1.47M	+$24.4K	1	1.54%	Increased
2488	MS Marshall & Sullivan Seattle, Washington	$1.47M	+$78.8K	1	1.87%	Increased
2489	GEM Global Endowment Management Charlotte, North Carolina	$1.47M	-$47.7K	5	0.31%	Reduced
2490	SRCM Sterling Ridge Capital Management New York	$1.46M	+$1.41M	2	0.93%	New
2491	QC QCM Cayman Houston, Texas	$1.46M	+$1.4M	5	0.99%	New
2492	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$1.46M	+$3.31M	2	0.13%	New
2493	HCP Holt Capital Partners Fort Worth, Texas	$1.46M	+$348K	5	0.64%	Increased
2494	SMC S. Muoio & Co New York	$1.46M	$0	1	0.85%	Maintained
2495	SC Searle & Co Greenwich, Connecticut	$1.45M	$0	3	1.34%	Maintained
2496	CFA Capstone Financial Advisors Downers Grove, Illinois	$1.45M	-$108K	2	0.57%	Reduced
2497	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$1.44M	-$2.05M	4	0.27%	Reduced
2498	SAM Shamrock Asset Management Dallas, Texas	$1.44M	-$2.6M	5	0.85%	Reduced
2499	PCM Proxima Capital Management New York	$1.43M	+$1.06M	1	0.54%	Increased
2500	Choreo LLC Rockford, Illinois	$1.43M	+$365K	3	0.29%	Increased