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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
2551	NIM Nexus Investment Management Toronto, Ontario, Canada	$730K	+$14.6K	1	0.15%	Increased
2552	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$726K	-$275K	1	0.24%	Reduced
2553	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$725K	$0	1	0.13%	Maintained
2554	SCG Sonata Capital Group Seattle, Washington	$723K	-$133K	2	0.67%	Reduced
2555	SFM Signature Financial Management Norfolk, Virginia	$722K	+$314K	2	0.44%	Increased
2556	AGM Alpine Global Management New York	$717K	-$9.59M	1	0.21%	Reduced
2557	SJIC St. James Investment Company Southlake, Texas	$712K	+$254K	2	0.09%	Increased
2558	AC AYM Capital New York	$709K	-$588K	1	2.52%	Reduced
2559	FAM Fortaleza Asset Management Chicago, Illinois	$707K	-$1.62M	6	0.5%	Reduced
2560	CA Capital Advantage Walnut Creek, California	$691K	+$3.48K	3	0.27%	Increased
2561	MWP Moller Wealth Partners	$690K	+$187K	2	0.64%	Increased
2562	BWA Burt Wealth Advisors North Bethesda, Maryland	$685K	-$3.98K	5	0.85%	Reduced
2563	CA Corrado Advisors Ramsey, New Jersey	$678K	-$96.8K	1	0.38%	Reduced
2564	SPM Symmetry Peak Management Radnor, Pennsylvania	$678K	-$768K	1	0.11%	Reduced
2565	HCM Harvest Capital Management Concord, New Hampshire	$674K	$0	2	0.3%	Maintained
2566	LWM Lenox Wealth Management Cincinnati, Ohio	$674K	+$16.9K	3	0.55%	Increased
2567	NFG Nadler Financial Group Deerfield, Illinois	$659K	+$93.6K	2	0.33%	Increased
2568	SIM Strategic Investment Management Arlington, Virginia	$656K	-$175K	2	0.25%	Reduced
2569	CPO Cerity Partners OCIO New York	$646K	+$236K	2	0.07%	Increased
2570	BA Birinyi Associates Westport, Connecticut	$639K	-$446K	1	0.28%	Reduced
2571	BCM Bienville Capital Management New York	$631K	$0	2	0.26%	Maintained
2572	LCP Longbow Capital Partners New York	$631K	+$681K	1	1.83%	New
2573	MIM Manitou Investment Management Toronto, Ontario, Canada	$631K	+$632K	2	0.28%	New
2574	RVPG Relative Value Partners Group	$621K	$0	1	0.08%	Maintained
2575	SMG Spectrum Management Group Indianapolis, Indiana	$620K	+$636K	5	0.32%	New