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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	TG TLP Group Evanston, Illinois	$2M	+$686K	13	1.25%	Increased
2627	WPA Winning Points Advisors Boca Raton, Florida	$1.99M	+$84.1K	2	1.72%	Increased
2628	NO Ninety One Cape Town, South Africa	$1.99M	-$1.15M	3	1.05%	Reduced
2629	RWG Regal Wealth Group Seal Beach, California	$1.99M	-$229K	4	1.47%	Reduced
2630	ECM EII Capital Management New York	$1.98M	-$140K	1	0.74%	Reduced
2631	EA Elm Advisors Burlingame, California	$1.98M	+$168K	4	1.57%	Increased
2632	PM Parametrica Management Wanchai, Hong Kong	$1.95M	+$1.47M	3	0.82%	Increased
2633	WGCA Wolf Group Capital Advisors Fairfax, Virginia	$1.95M	-$449K	2	1.35%	Reduced
2634	BLA Balter Liquid Alternatives Boston, Massachusetts	$1.93M	+$590K	5	2.16%	Increased
2635	P8IP Pier 88 Investment Partners San Francisco, California	$1.93M	+$164K	6	0.75%	Increased
2636	TCM Tuttle Capital Management Riverside, Connecticut	$1.92M	-$1.28M	2	1.9%	Reduced
2637	DS Dudley & Shanley Palm Beach, Florida	$1.92M	-$137K	1	0.42%	Reduced
2638	SNBOSCI Security National Bank of Sioux City Iowa Sioux City, Iowa	$1.92M	+$93.4K	2	1.88%	Increased
2639	CWM Connecticut Wealth Management Farmington, Connecticut	$1.91M	-$30.8K	4	1.12%	Reduced
2640	HI Hudock Inc Williamsport, Pennsylvania	$1.91M	+$1.19K	13	0.9%	Increased
2641	LRIC Long Road Investment Counsel Kalamazoo, Michigan	$1.91M	$0	1	1.36%	Maintained
2642	BEC Blue Edge Capital Richmond, Virginia	$1.9M	$0	1	0.87%	Maintained
2643	GCM Glynn Capital Management Menlo Park, California	$1.9M	$0	1	0.48%	Maintained
2644	PIM Profit Investment Management North Bethesda, Maryland	$1.89M	-$42.6K	4	1.64%	Reduced
2645	Cannell & Spears New York	$1.88M	+$181K	3	0.22%	Increased
2646	BRA Blue Rock Advisors Wayzata, Minnesota	$1.88M	+$588K	1	2.88%	Increased
2647	CA Cornerstone Advisory Hunt Valley, Maryland	$1.87M	-$61.8K	3	0.63%	Reduced
2648	BMC Benin Management Corp Wilton, Connecticut	$1.87M	-$66.7K	3	0.75%	Reduced
2649	CPP Crow Point Partners Boston, Massachusetts	$1.86M	+$1.53M	5	0.3%	Increased
2650	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$1.85M	-$1.5M	4	0.55%	Reduced