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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	BWG Beta Wealth Group San Diego, California	$418K	+$2.94K	1	4.88%	Increased
2577	BPV Battery Partners VIII Boston, Massachusetts	$413K	$0	1	0.96%	Maintained
2578	LC Lubar & Co Milwaukee, Wisconsin	$398K	-$596K	2	0.33%	Reduced
2579	BGA Belmont Global Advisors Dallas, Texas	$397K	-$38K	1	0.33%	Reduced
2580	TCM TD Capital Management Memphis, Tennessee	$397K	-$18.6K	1	0.09%	Reduced
2581	KPCM Kings Point Capital Management Great Neck, New York	$396K	+$41.5K	6	0.13%	Increased
2582	WRM Weybosset Research & Management Province, Rhode Island	$396K	$0	1	0.26%	Maintained
2583	SIM Strategic Investment Management Arlington, Virginia	$388K	+$156K	2	0.06%	Increased
2584	OAM Occidental Asset Management Burlingame, California	$387K	+$375K	1	0.69%	New
2585	SA SRH Advisors Salina, Kansas	$380K	$0	2	3.04%	Maintained
2586	BCM Beddow Capital Management Jackson, Wyoming	$370K	+$36.5K	1	0.1%	Increased
2587	MKC M. Kraus & Co Shelburne, Vermont	$370K	$0	1	0.3%	Maintained
2588	NCM Newland Capital Management New York	$363K	+$355K	1	0.18%	New
2589	SRCM Swift Run Capital Management Charlottesville, Virginia	$362K	+$73.5K	1	0.19%	Increased
2590	RCA Rex Capital Advisors Providence, Rhode Island	$357K	$0	1	0.36%	Maintained
2591	SFG Sather Financial Group Victoria, Texas	$354K	+$1.33K	1	0.22%	Increased
2592	MC MSF Capital New York	$346K	$0	1	0.08%	Maintained
2593	PCM Polaris Capital Management Boston, Massachusetts	$345K	$0	1	0.08%	Maintained
2594	HF Hoxton Financial Shepherdstown, West Virginia	$337K	-$319K	7	0.14%	Reduced
2595	Modera Wealth Management Westwood, New Jersey	$335K	-$273K	1	0.13%	Reduced
2596	BCM Blume Capital Management Berkeley, California	$330K	-$75.4K	3	0.26%	Reduced
2597	BOS Bingham Osborn & Scarborough San Francisco, California	$326K	+$50.2K	1	0.05%	Increased
2598	GIM Greystone Investment Management Cincinnati, Ohio	$326K	$0	1	0.13%	Maintained
2599	NFGCM Norman Fields Gottscho Capital Management New York	$326K	$0	1	0.22%	Maintained
2600	MAM Marquette Asset Management Minneapolis, Minnesota	$324K	-$13.3K	1	0.14%	Reduced