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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
2526	EP Edgestream Partners Princeton, New Jersey	$427K	+$382K	1	0.92%	New
2527	FBFS First Business Financial Services Madison, Wisconsin	$421K	+$201K	2	0.18%	Increased
2528	FIG Fusion Investment Group Pittsburgh, Pennsylvania	$418K	+$392K	4	0.31%	New
2529	BCM Blume Capital Management Berkeley, California	$412K	+$381K	4	0.34%	New
2530	WRM Weybosset Research & Management Province, Rhode Island	$409K	-$230K	1	0.27%	Reduced
2531	BGA Belmont Global Advisors Dallas, Texas	$400K	+$358K	1	0.32%	New
2532	SA SRH Advisors Salina, Kansas	$392K	+$357K	2	3.86%	New
2533	BWG Beta Wealth Group San Diego, California	$390K	+$371K	1	4.94%	New
2534	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$385K	+$361K	6	0.26%	New
2535	MKC M. Kraus & Co Shelburne, Vermont	$382K	+$347K	1	0.31%	New
2536	RU RobecoSam USA New York	$381K	+$123K	1	0.41%	Increased
2537	Magnetar Financial Evanston, Illinois	$370K	-$8.81M	1	0.01%	Reduced
2538	CAD Craig A. Drill	$369K	+$266K	1	0.32%	New
2539	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$368K	$0	1	0.14%	Maintained
2540	SFG Sather Financial Group Victoria, Texas	$365K	+$107	1	0.24%	Increased
2541	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$359K	+$5.98K	10	0.6%	Increased
2542	Waldron Private Wealth Bridgeville, Pennsylvania	$353K	+$335K	1	0.16%	New
2543	BCM Basso Capital Management Stamford, Connecticut	$350K	-$732K	1	0.07%	Reduced
2544	SC Stratford Consulting Addison, Texas	$350K	+$1.65K	1	0.2%	Increased
2545	MAM Marquette Asset Management Minneapolis, Minnesota	$349K	+$12.8K	1	0.15%	Increased
2546	NIM Nexus Investment Management Toronto, Ontario, Canada	$346K	$0	1	0.07%	Maintained
2547	BCM Beddow Capital Management Jackson, Wyoming	$344K	$0	1	0.1%	Maintained
2548	NFGCM Norman Fields Gottscho Capital Management New York	$337K	$0	1	0.23%	Maintained
2549	RCA Rex Capital Advisors Providence, Rhode Island	$336K	$0	1	0.37%	Maintained
2550	KPCM Kings Point Capital Management Great Neck, New York	$327K	-$11K	6	0.11%	Reduced