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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	KAM Kassirer Asset Management Toronto, Ontario, Canada	$694K	+$640K	1	0.45%	New
2652	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$692K	-$183K	12	0.05%	Reduced
2653	Brookstone Capital Management Wheaton, Illinois	$679K	-$436K	3	0.13%	Reduced
2654	Tiedemann Advisors New York	$678K	+$101K	1	0.26%	Increased
2655	MC Miles Capital West Des Moines, Iowa	$674K	-$1.11M	1	0.46%	Reduced
2656	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$671K	+$98.5K	11	0.19%	Increased
2657	AWA ARS Wealth Advisors St. Petersburg, Florida	$662K	+$122K	3	0.34%	Increased
2658	EAM Exane Asset Management Paris, France	$661K	+$734K	1	0.4%	New
2659	CCG Chatham Capital Group Savannah, Georgia	$660K	-$23	2	0.21%	Reduced
2660	Karpus Investment Management Pittsford, New York	$660K	+$202K	3	0.03%	Increased
2661	FDS First Dallas Securities Dallas, Texas	$641K	+$171K	2	0.53%	Increased
2662	BOS Bingham Osborn & Scarborough San Francisco, California	$639K	-$19.4K	2	0.08%	Reduced
2663	Partners Capital Investment Group Boston, Massachusetts	$622K	+$634K	1	0.21%	New
2664	FNB Farmers National Bank Danville, Kentucky	$613K	+$900	1	0.44%	Increased
2665	ZIG Zuckerman Investment Group Chicago, Illinois	$606K	+$3.34K	1	0.14%	Increased
2666	F Filament Seattle, Washington	$604K	+$602K	2	0.29%	New
2667	BCM Bourgeon Capital Management Darien, Connecticut	$602K	+$193K	2	0.39%	Increased
2668	IF IRON Financial Northbrook, Illinois	$602K	+$34K	1	0.51%	Increased
2669	MP Manifold Partners San Francisco, California	$578K	-$979K	1	0.51%	Reduced
2670	SAM Summit Asset Management Memphis, Tennessee	$573K	-$22K	2	0.39%	Reduced
2671	AFM Anson Funds Management Dallas, Texas	$572K	+$719K	2	0.19%	New
2672	NYLT New York Life Trust New York	$571K	-$94.8K	7	2.45%	Reduced
2673	SA SRH Advisors Salina, Kansas	$571K	-$1K	6	3.36%	Reduced
2674	EDRE Edmond de Rothschild (Europe) Luxembourg	$569K	-$384K	8	0.25%	Reduced
2675	FAG Financial Advisory Group Houston, Texas	$569K	+$1.8K	1	0.27%	Increased