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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	IP Investment Partners New Philadelphia, Ohio	$616K	-$73.2K	1	0.81%	Reduced
2577	CL CIM LLC Albany, New York	$611K	-$1.33M	2	0.31%	Reduced
2578	WIA Westbourne Investment Advisors Annapolis, Maryland	$604K	-$411K	2	0.61%	Reduced
2579	NYLT New York Life Trust New York	$603K	-$55.3K	6	2.68%	Reduced
2580	LC Lourd Capital Beverly Hills, California	$595K	+$22.4K	1	0.06%	Increased
2581	AIC Ayalon Insurance Company Ramat Gan, Israel	$594K	+$4.34K	5	0.49%	Increased
2582	BOS Bingham Osborn & Scarborough San Francisco, California	$593K	-$94.5K	2	0.07%	Reduced
2583	CCG Chatham Capital Group Savannah, Georgia	$592K	+$3.32K	2	0.2%	Increased
2584	DIS Diversified Investment Strategies Baton Rouge, Louisiana	$592K	-$293K	1	0.71%	Reduced
2585	CC Cannell Capital Alta, Wyoming	$580K	-$672K	1	0.22%	Reduced
2586	DII Domini Impact Investments New York	$578K	+$270K	2	9.44%	Increased
2587	FNB Farmers National Bank Danville, Kentucky	$576K	$0	1	0.46%	Maintained
2588	BI Boulegeris Investments Sandy Springs, Georgia	$572K	-$906K	2	0.44%	Reduced
2589	ZIG Zuckerman Investment Group Chicago, Illinois	$567K	$0	1	0.13%	Maintained
2590	TCM Traynor Capital Management Malvern, Pennsylvania	$566K	+$392K	2	0.49%	Increased
2591	UFF USA Financial Formulas Ada, Michigan	$558K	-$16.7M	1	0.36%	Reduced
2592	SAM Summit Asset Management Memphis, Tennessee	$545K	+$6.64K	2	0.39%	Increased
2593	OAM Orinda Asset Management Lafayette, California	$541K	+$346K	5	0.68%	Increased
2594	Waratah Capital Advisors Toronto, Ontario, Canada	$541K	+$640K	3	0.11%	New
2595	SA SRH Advisors Salina, Kansas	$537K	+$1.33K	7	3.15%	Increased
2596	FAG Financial Advisory Group Houston, Texas	$534K	-$16.6K	1	0.26%	Reduced
2597	DLHL Donald L. Hagan LLC Sarasota, Florida	$532K	+$565K	10	0.48%	New
2598	IF Ironwood Financial Tucson, Arizona	$530K	+$433K	3	0.26%	Increased
2599	CFS Commonwealth Financial Services Vienna, West Virginia	$518K	$0	3	0.6%	Maintained
2600	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$518K	-$29.8K	11	0.23%	Reduced