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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
2576	DLG Daniel L. Goodwin	$260K	$0	1	0.05%	Maintained
2577	Obermeyer Wealth Partners Aspen, Colorado	$257K	$0	1	0.07%	Maintained
2578	HS Huntington Steele Oaks, Pennsylvania	$256K	$0	1	0.12%	Maintained
2579	RCM Rivernorth Capital Management West Palm Beach, Florida	$256K	+$233K	1	0.02%	New
2580	RC Reik & Co New York	$254K	+$237K	1	0.09%	New
2581	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$252K	$0	1	0.23%	Maintained
2582	PLFAM Pineno Levin & Ford Asset Management Richmond, Virginia	$249K	-$7.01K	1	0.15%	Reduced
2583	TAS TIFF Advisory Services Radnor, Pennsylvania	$249K	$0	1	0.22%	Maintained
2584	BFC Blue Fin Capital Warren, Rhode Island	$248K	+$231K	1	0.22%	New
2585	OCM Osterweis Capital Management San Francisco, California	$245K	$0	2	0.01%	Maintained
2586	KL Kinsight LLC Birmingham, Alabama	$237K	$0	1	0.14%	Maintained
2587	AFIA America First Investment Advisors Omaha, Nebraska	$232K	-$30.5K	7	0.11%	Reduced
2588	AIM Avity Investment Management Greenwich, Connecticut	$231K	-$11.8M	1	0.04%	Reduced
2589	Brookstone Capital Management Wheaton, Illinois	$231K	+$215K	1	0.07%	New
2590	Karpus Investment Management Pittsford, New York	$228K	+$207K	1	0.01%	New
2591	WCM Weyland Capital Management Portsmouth, New Hampshire	$222K	+$202K	1	0.21%	New
2592	VC Vicus Capital State College, Pennsylvania	$221K	+$201K	1	0.08%	New
2593	Avior Wealth Management Omaha, Nebraska	$218K	+$194K	1	0.21%	New
2594	GCM Glaxis Capital Management Sarasota, Florida	$217K	+$194K	1	0.47%	New
2595	OFG OTA Financial Group Purchase, New York	$216K	+$229K	1	0.14%	New
2596	VFP Verus Financial Partners Richmond, Virginia	$214K	+$199K	1	0.11%	New
2597	Alesco Advisors Pittsford, New York	$213K	+$198K	1	0.02%	New
2598	BAM Banta Asset Management Newport Beach, California	$210K	+$191K	1	0.52%	New
2599	BC BMI Capital New York	$210K	-$8.46M	1	0.43%	Reduced
2600	FCM Ferox Capital Management London, United Kingdom	$210K	$0	1	0.06%	Maintained