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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
2501	LC Lourd Capital Beverly Hills, California	$754K	+$220K	2	0.08%	Increased
2502	GAM Gemmer Asset Management Walnut Creek, California	$752K	+$725K	42	0.54%	New
2503	HH HWG Holdings Houston, Texas	$746K	-$7.56M	1	0.68%	Reduced
2504	AC Argentiere Capital Zug, Switzerland	$743K	+$689K	3	0.68%	New
2505	BC Barnett & Company Chattanooga, Tennessee	$738K	-$7.11K	1	0.33%	Reduced
2506	CAS CTC Alternative Strategies Chicago, Illinois	$735K	+$122K	3	0.42%	Increased
2507	NFG Nadler Financial Group Deerfield, Illinois	$730K	-$107K	1	0.49%	Reduced
2508	PHS Pekin Hardy Strauss Chicago, Illinois	$730K	-$176K	2	0.12%	Reduced
2509	TSBJ Trevor, Stewart, Burton & Jacobsen New York	$722K	$0	1	0.35%	Maintained
2510	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$718K	-$2.27M	2	0.72%	Reduced
2511	W.H. Reaves & Co Jersey City, New Jersey	$717K	-$1.15M	1	0.02%	Reduced
2512	CTC (Chicago Trading Company) Chicago, Illinois	$713K	+$686K	2	0.02%	New
2513	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$707K	-$196K	2	0.18%	Reduced
2514	GCIA Gabelli & Co Investment Advisers Rye, New York	$705K	$0	2	0.19%	Maintained
2515	MCM McGlinn Capital Management Wyomissing, Pennsylvania	$700K	+$181K	3	1.46%	Increased
2516	CA Corrado Advisors Ramsey, New Jersey	$685K	-$298K	2	0.33%	Reduced
2517	NIM Nexus Investment Management Toronto, Ontario, Canada	$685K	+$343K	1	0.13%	Increased
2518	BA Bridgewater Advisors New York	$675K	+$22.4K	2	0.68%	Increased
2519	CCB Cutter & Co Brokerage Ballwin, Missouri	$667K	+$72.7K	1	0.26%	Increased
2520	WCM Windsor Capital Management Phoenix, Arizona	$662K	-$326K	2	0.39%	Reduced
2521	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$661K	+$645K	1	0.12%	New
2522	KIA King Investment Advisors Houston, Texas	$659K	+$7.49K	2	0.3%	Increased
2523	SCM Seamans Capital Management Boston, Massachusetts	$656K	+$645K	1	0.88%	New
2524	MWP Moller Wealth Partners	$645K	+$186K	2	0.33%	Increased
2525	SR Sloane Robinson London, United Kingdom	$633K	+$75.2K	1	0.38%	Increased