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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	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$477K	-$8.64K	20	0.39%	Reduced
2577	GCIA Gabelli & Co Investment Advisers Rye, New York	$474K	-$10.4K	2	0.08%	Reduced
2578	Avior Wealth Management Omaha, Nebraska	$473K	-$5.41K	8	0.4%	Reduced
2579	OAM Occidental Asset Management Burlingame, California	$467K	-$16.9K	1	0.76%	Reduced
2580	SCM Seamans Capital Management Boston, Massachusetts	$467K	-$212K	1	0.79%	Reduced
2581	TSBJ Trevor, Stewart, Burton & Jacobsen New York	$467K	-$184K	1	0.3%	Reduced
2582	Waldron Private Wealth Bridgeville, Pennsylvania	$458K	+$223K	2	0.22%	Increased
2583	RWM Raffa Wealth Management Washington, District of Columbia	$457K	+$35.5K	30	0.34%	Increased
2584	SA SRH Advisors Salina, Kansas	$456K	+$7.01K	6	3.51%	Increased
2585	Karpus Investment Management Pittsford, New York	$448K	$0	2	0.02%	Maintained
2586	KPCM Kings Point Capital Management Great Neck, New York	$446K	-$11.5K	9	0.14%	Reduced
2587	SC Sophrosyne Capital New York	$444K	$0	1	0.52%	Maintained
2588	BCM Beddow Capital Management Jackson, Wyoming	$442K	$0	1	0.13%	Maintained
2589	CCA Castle Creek Arbitrage Avon, Colorado	$416K	$0	1	0.02%	Maintained
2590	TCM TD Capital Management Memphis, Tennessee	$415K	$0	1	0.09%	Maintained
2591	SC Stratford Consulting Addison, Texas	$411K	+$1.42K	1	0.22%	Increased
2592	BOS Bingham Osborn & Scarborough San Francisco, California	$409K	+$27.3K	1	0.05%	Increased
2593	SCA Sippican Capital Advisors Boston, Massachusetts	$407K	+$413K	1	0.41%	New
2594	WRM Weybosset Research & Management Province, Rhode Island	$403K	-$10.8K	1	0.27%	Reduced
2595	MAM Mark Asset Management New York	$402K	-$593K	1	0.11%	Reduced
2596	Tiedemann Advisors New York	$388K	+$113K	1	0.79%	Increased
2597	BPV Battery Partners VIII Boston, Massachusetts	$387K	$0	1	1.77%	Maintained
2598	CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota	$384K	-$31.1K	1	0.08%	Reduced
2599	MKC M. Kraus & Co Shelburne, Vermont	$379K	$0	1	0.29%	Maintained
2600	SRCM Swift Run Capital Management Charlottesville, Virginia	$378K	$0	1	0.2%	Maintained