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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	GC Garde Capital Seattle, Washington	$712K	+$651K	2	0.28%	New
2527	BA Bridgewater Advisors New York	$710K	-$5.63K	2	0.59%	Reduced
2528	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$708K	$0	1	0.27%	Maintained
2529	RVP Relative Value Partners Northbrook, Illinois	$703K	+$329	1	0.09%	Increased
2530	DIP DT Investment Partners Chadds Ford, Pennsylvania	$699K	+$67.1K	1	0.24%	Increased
2531	MWP Moller Wealth Partners	$687K	$0	2	0.31%	Maintained
2532	TSBJ Trevor, Stewart, Burton & Jacobsen New York	$685K	-$39.7K	1	0.36%	Reduced
2533	IUAM Itau USA Asset Management New York	$683K	+$69.8K	3	0.18%	Increased
2534	BFA Beaumont Financial Advisors Needham, Massachusetts	$680K	-$2.85M	2	0.05%	Reduced
2535	SMC Smith, Moore & Co Clayton, Missouri	$678K	-$596K	2	0.41%	Reduced
2536	CFG CKW Financial Group Honolulu, Hawaii	$671K	+$66.8K	16	0.36%	Increased
2537	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$671K	+$68.3K	10	0.12%	Increased
2538	UBV United Bank (Virginia) Vienna, Virginia	$671K	+$28.7K	1	5.59%	Increased
2539	GCM Glaxis Capital Management Sarasota, Florida	$662K	+$612K	1	1.43%	New
2540	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$653K	-$147K	2	0.7%	Reduced
2541	SFM Signature Financial Management Norfolk, Virginia	$638K	+$48.1K	1	0.48%	Increased
2542	Empirical Wealth Management Seattle, Washington	$631K	$0	1	0.16%	Maintained
2543	RMC Regis Management Company Menlo Park, California	$628K	$0	1	0.18%	Maintained
2544	PC Passport Capital San Francisco, California	$624K	+$74.8K	5	0.01%	Increased
2545	ESBC E.S. Barr & Co Lexington, Kentucky	$615K	+$63K	2	0.07%	Increased
2546	RiverFront Investment Group Richmond, Virginia	$606K	+$3.67K	1	0.02%	Increased
2547	CC Cannell Capital Alta, Wyoming	$605K	$0	1	0.21%	Maintained
2548	RCMB Revelation Capital Management (Bermuda) Hamilton, Bermuda	$604K	-$2.82M	2	7.17%	Reduced
2549	MP Manifold Partners San Francisco, California	$600K	-$1.28M	1	0.35%	Reduced
2550	BW Gestao de Investimentos Sao Paulo, Brazil	$586K	-$6.36K	2	0.26%	Reduced