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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	AIC Ayalon Insurance Company Ramat Gan, Israel	$565K	$0	5	0.48%	Maintained
2677	MSP Madison Street Partners Denver, Colorado	$565K	+$564K	1	18.54%	New
2678	OMC Overbrook Management Corp New York	$562K	+$565K	2	0.1%	New
2679	SLT St Louis Trust Saint Louis, Missouri	$557K	+$569K	1	0.35%	New
2680	BCP Berkeley Capital Partners Milton, Georgia	$549K	+$586K	1	0.45%	New
2681	FHB First Hawaiian Bank Honolulu, Hawaii	$544K	-$347K	2	0.09%	Reduced
2682	CFS Commonwealth Financial Services Vienna, West Virginia	$540K	-$41.4K	3	1.83%	Reduced
2683	LWM Lenox Wealth Management Cincinnati, Ohio	$534K	-$145K	5	0.41%	Reduced
2684	HHGA Halbert Hargrove Global Advisors Long Beach, California	$533K	-$1.89M	2	0.23%	Reduced
2685	WCM Windward Capital Management Los Angeles, California	$533K	+$215K	2	0.11%	Increased
2686	Chicago Partners Investment Group Chicago, Illinois	$530K	+$230K	6	0.25%	Increased
2687	MCA Metropolitan Capital Advisors New York	$527K	-$324K	1	1.05%	Reduced
2688	SFPM Sensible Financial Planning & Management Waltham, Massachusetts	$523K	-$45.3K	2	0.4%	Reduced
2689	MWP Moller Wealth Partners	$520K	-$206K	2	0.29%	Reduced
2690	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$519K	$0	2	0.44%	Maintained
2691	BC Barnett & Company Chattanooga, Tennessee	$512K	-$521K	2	0.27%	Reduced
2692	PSCM Prince Street Capital Management New York	$512K	-$31M	1	0.31%	Reduced
2693	DPA Delphi Private Advisors San Diego, California	$511K	+$530K	14	0.88%	New
2694	MM Main Management San Francisco, California	$509K	$0	1	0.09%	Maintained
2695	AWM Affinity Wealth Management Wilmington, Delaware	$503K	+$197K	2	0.33%	Increased
2696	LFA Landmark Financial Advisors Bowling Green, Kentucky	$503K	+$221K	2	0.53%	Increased
2697	KL Kinsight LLC Birmingham, Alabama	$498K	+$214K	2	0.29%	Increased
2698	Plancorp LLC Saint Louis, Missouri	$490K	$0	1	0.59%	Maintained
2699	HCM Harvest Capital Management Concord, New Hampshire	$480K	-$183K	1	0.22%	Reduced
2700	DII Domini Impact Investments New York	$479K	-$303K	1	9.33%	Reduced