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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
2676	CPSAC Chas P. Smith & Associates (CPS) Lakeland, Florida	$554K	+$58K	2	0.1%	Increased
2677	MWP Moller Wealth Partners	$551K	-$204K	2	0.25%	Reduced
2678	MUS Mitsubishi UFJ Securities Tokyo, Japan	$550K	-$36.6K	13	3.7%	Reduced
2679	BL Bolton LP Greenwich, Connecticut	$533K	-$1.52M	3	0.15%	Reduced
2680	SJIC St. James Investment Company Southlake, Texas	$533K	+$362K	2	0.06%	Increased
2681	NVCHI New Vernon Capital Holdings II Morristown, New Jersey	$532K	+$524K	1	2.13%	New
2682	CFS Commonwealth Financial Services Vienna, West Virginia	$529K	-$11.5K	3	0.57%	Reduced
2683	CAIMH Central Asset Investments & Management Holdings Hong Kong	$525K	+$567K	1	0.52%	New
2684	MM Main Management San Francisco, California	$521K	$0	1	0.09%	Maintained
2685	GAG GM Advisory Group Melville, New York	$515K	-$80.7K	1	0.2%	Reduced
2686	IWC Integrated Wealth Counsel Carmel, California	$514K	$0	1	0.71%	Maintained
2687	JCM JS Capital Management New York	$512K	+$540K	1	0.1%	New
2688	DII Domini Impact Investments New York	$503K	-$191K	1	7.76%	Reduced
2689	IF IRON Financial Northbrook, Illinois	$501K	-$15.9K	1	0.47%	Reduced
2690	NCM Northroad Capital Management New York	$501K	-$42.2K	1	0.26%	Reduced
2691	KA KLCM Advisors Milwaukee, Wisconsin	$500K	+$531K	2	0.13%	New
2692	Karpus Investment Management Pittsford, New York	$497K	$0	2	0.02%	Maintained
2693	DW Domani Wealth Lancaster, Pennsylvania	$492K	+$497K	1	0.27%	Increased
2694	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$491K	-$400K	2	0.42%	Reduced
2695	CFG CKW Financial Group Honolulu, Hawaii	$487K	-$51.2K	15	0.19%	Reduced
2696	RMC Regis Management Company Menlo Park, California	$486K	$0	1	0.13%	Maintained
2697	Pacer Advisors Malvern, Pennsylvania	$479K	$0	2	1%	Maintained
2698	ESBC E.S. Barr & Co Lexington, Kentucky	$477K	$0	2	0.06%	Maintained
2699	WCM Waterstone Capital Management St. Louis Park, Minnesota	$471K	-$38.8K	1	0.23%	Reduced
2700	RGI River Global Investors London, United Kingdom	$470K	-$13.2M	3	0.6%	Reduced