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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
2626	DA Denali Advisors San Diego, California	$237K	-$447K	3	0.07%	Reduced
2627	AIM Avity Investment Management Greenwich, Connecticut	$230K	$0	1	0.04%	Maintained
2628	BJ Brouwer & Janachowski Mill Valley, California	$230K	+$31.9K	1	0.11%	Increased
2629	KL Kinsight LLC Birmingham, Alabama	$229K	$0	1	0.14%	Maintained
2630	BFC Blue Fin Capital Warren, Rhode Island	$224K	-$21.9K	1	0.2%	Reduced
2631	SCM Sterneck Capital Management Kansas City, Missouri	$224K	-$221K	1	0.12%	Reduced
2632	WCM Weyland Capital Management Portsmouth, New Hampshire	$215K	$0	1	0.2%	Maintained
2633	BAM Banta Asset Management Newport Beach, California	$210K	+$6.67K	1	0.46%	Increased
2634	CAL Capital Advisors Ltd Shaker Heights, Ohio	$208K	$0	5	0.12%	Maintained
2635	CCG Chatham Capital Group Savannah, Georgia	$207K	-$1M	1	0.09%	Reduced
2636	VFP Verus Financial Partners Richmond, Virginia	$206K	-$6.44K	1	0.11%	Reduced
2637	WCM Weatherstone Capital Management Denver, Colorado	$205K	$0	1	0.06%	Maintained
2638	MAS Madden Advisory Services Jacksonville, Florida	$202K	+$76.3K	5	0.11%	Increased
2639	DOA D'Orazio & Associates Falls Church, Virginia	$193K	+$28.8K	6	0.15%	Increased
2640	PIM Parasol Investment Management Westmont, Illinois	$177K	-$4.97K	2	0.13%	Reduced
2641	DWA Dorsey Wright & Associates Pasadena, California	$168K	-$12.6K	1	0.02%	Reduced
2642	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$163K	-$221K	4	0.11%	Reduced
2643	TIM Tortoise Investment Management White Plains, New York	$161K	+$24.6K	5	0.07%	Increased
2644	DCM Destrier Capital Management New York	$155K	+$148K	1	0.08%	New
2645	FMP Financial Management Professionals Austin, Texas	$152K	-$9.11K	7	0.1%	Reduced
2646	VCM Vigilant Capital Management Portland, Maine	$152K	+$10.7K	6	0.04%	Increased
2647	Pathstone Family Office Englewood, New Jersey	$114K	-$80.9K	7	0.3%	Reduced
2648	PM Parametrica Management Wanchai, Hong Kong	$113K	-$1.36M	1	0.96%	Reduced
2649	OCM Osterweis Capital Management San Francisco, California	$78K	-$197K	1	0%	Reduced
2650	Flow Traders U.S. New York	$73K	-$1.23M	1	0.01%	Reduced