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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	MSTVIM Messner & Smith Theme Value Investment Management San Diego, California	$668K	+$506K	2	0.92%	Increased
2652	BCM Bienville Capital Management New York	$659K	+$693K	2	0.27%	New
2653	PWPCM Perella Weinberg Partners Capital Management New York	$652K	-$1.94M	2	0.21%	Reduced
2654	3NC 300 North Capital Pasadena, California	$648K	-$17M	2	3.97%	Reduced
2655	FA FCG Advisors Chatham, New Jersey	$645K	-$521K	1	0.51%	Reduced
2656	EWM Evermay Wealth Management Arlington, Virginia	$633K	-$228K	2	0.38%	Reduced
2657	RiverFront Investment Group Richmond, Virginia	$628K	+$25.4K	1	0.02%	Increased
2658	FNB Farmers National Bank Danville, Kentucky	$627K	-$280K	1	0.48%	Reduced
2659	RVPG Relative Value Partners Group	$627K	+$666K	1	0.07%	New
2660	LC Lourd Capital Beverly Hills, California	$625K	+$3.35K	1	0.06%	Increased
2661	ZIG Zuckerman Investment Group Chicago, Illinois	$617K	$0	1	0.14%	Maintained
2662	RGNCM R.G. Niederhoffer Capital Management New York	$613K	-$12.4K	1	3.86%	Reduced
2663	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$612K	-$13.3K	12	0.31%	Reduced
2664	CCG Chatham Capital Group Savannah, Georgia	$609K	+$6.47K	2	0.17%	Increased
2665	FAG Financial Advisory Group Houston, Texas	$599K	+$18.1K	1	0.3%	Increased
2666	Xponance Philadelphia, Pennsylvania	$599K	$0	1	0.21%	Maintained
2667	CPA Capital Planning Advisors Roseville, California	$597K	+$9.7K	1	0.35%	Increased
2668	NFG Nadler Financial Group Deerfield, Illinois	$594K	-$29.5K	2	0.28%	Reduced
2669	DSAM Dock Street Asset Management Palm Beach, Florida	$588K	$0	1	0.35%	Maintained
2670	SFPM Sensible Financial Planning & Management Waltham, Massachusetts	$588K	+$22.2K	3	0.48%	Increased
2671	AWA ARS Wealth Advisors St. Petersburg, Florida	$585K	-$5.37K	2	0.26%	Reduced
2672	FDS First Dallas Securities Dallas, Texas	$581K	+$151K	2	0.42%	Increased
2673	SA SRH Advisors Salina, Kansas	$581K	+$80.2K	6	3.66%	Increased
2674	AC Alley Company Lake Forest, Illinois	$571K	-$2.59K	2	0.28%	Reduced
2675	SAM Summit Asset Management Memphis, Tennessee	$570K	-$11.9K	2	0.39%	Reduced