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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
2651	IP Investment Partners New Philadelphia, Ohio	$919K	+$880K	1	1.06%	New
2652	Klingman & Associates New York	$902K	+$857K	8	0.37%	New
2653	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$896K	-$587K	3	0.11%	Reduced
2654	Flow Traders U.S. New York	$894K	+$895K	2	0.1%	New
2655	NCM Niemann Capital Management Stateline, Nevada	$894K	-$7.15M	1	0.64%	Reduced
2656	ZTNA Zions Trust National Association Salt Lake City, Utah	$885K	+$7.8K	5	1.27%	Increased
2657	HCM Harvest Capital Management Concord, New Hampshire	$880K	-$15.3K	2	0.45%	Reduced
2658	NEPWA New England Private Wealth Advisors Wellesley, Massachusetts	$873K	+$4.61K	1	0.34%	Increased
2659	OWIM Old West Investment Management Los Angeles, California	$870K	-$25.6K	1	0.54%	Reduced
2660	KCM Karp Capital Management Sausalito, California	$866K	+$804K	10	0.63%	New
2661	NYLT New York Life Trust New York	$859K	-$217K	8	3.39%	Reduced
2662	MCF Advisors Covington, Kentucky	$847K	-$63.4K	11	0.23%	Reduced
2663	PG Portola Group San Jose, California	$847K	-$1.21M	2	0.95%	Reduced
2664	DLHL Donald L. Hagan LLC Sarasota, Florida	$846K	+$814K	2	0.79%	New
2665	BWA Burt Wealth Advisors North Bethesda, Maryland	$844K	+$791K	5	0.9%	New
2666	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$840K	-$140K	1	0.12%	Reduced
2667	RFG Advisory Birmingham, Alabama	$840K	+$781K	2	1%	New
2668	SIG Stanford Investment Group Mountain View, California	$835K	+$790K	10	0.7%	New
2669	AWA ARS Wealth Advisors St. Petersburg, Florida	$833K	+$222K	3	0.36%	Increased
2670	LWM Lenox Wealth Management Cincinnati, Ohio	$830K	+$24.3K	4	0.54%	Increased
2671	NIM Nexus Investment Management Toronto, Ontario, Canada	$830K	$0	1	0.16%	Maintained
2672	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$809K	+$485K	2	0.63%	Increased
2673	BGA Belmont Global Advisors Dallas, Texas	$804K	+$450K	2	0.79%	Increased
2674	Waldron Private Wealth Bridgeville, Pennsylvania	$799K	+$250K	3	0.33%	Increased
2675	YP Yellowstone Partners Idaho Falls, Idaho	$793K	-$70.9K	2	0.43%	Reduced