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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	AWM Affinity Wealth Management Wilmington, Delaware	$547K	-$34.6K	2	0.34%	Reduced
2677	WDL Well Done LLC Holland, Michigan	$547K	-$2.2M	1	0.2%	Reduced
2678	FHB First Hawaiian Bank Honolulu, Hawaii	$540K	-$53.6K	1	0.09%	Reduced
2679	SJIC St. James Investment Company Southlake, Texas	$534K	+$45.3K	1	0.07%	Increased
2680	HCM Harvest Capital Management Concord, New Hampshire	$531K	$0	1	0.25%	Maintained
2681	OAM Orinda Asset Management Lafayette, California	$528K	-$423K	2	0.9%	Reduced
2682	HHGA Halbert Hargrove Global Advisors Long Beach, California	$525K	-$14.2K	2	0.19%	Reduced
2683	IWA Inspirion Wealth Advisors Libertyville, Illinois	$524K	+$484K	2	0.37%	New
2684	RAM Roumell Asset Management Chevy Chase, Maryland	$521K	+$472K	1	1.32%	New
2685	DPA Delphi Private Advisors San Diego, California	$516K	-$14.5K	13	0.92%	Reduced
2686	KL Kinsight LLC Birmingham, Alabama	$514K	$0	2	0.3%	Maintained
2687	RA Rational Advisors Huntington, New York	$513K	+$489K	1	0.34%	New
2688	BCM Beddow Capital Management Jackson, Wyoming	$512K	$0	1	0.23%	Maintained
2689	BP BBR Partners New York	$508K	$0	1	0.09%	Maintained
2690	RC Reik & Co New York	$506K	+$264K	2	0.18%	Increased
2691	WMG WESCAP Management Group Glendale, California	$505K	+$479K	1	0.25%	New
2692	MVIP Mar Vista Investment Partners Los Angeles, California	$499K	+$450K	1	0.03%	New
2693	BW Gestao de Investimentos Sao Paulo, Brazil	$497K	-$23.4K	1	0.3%	Reduced
2694	CAM Concorde Asset Management Ann Arbor, Michigan	$496K	+$78.7K	1	0.57%	Increased
2695	SA Springowl Associates New York	$496K	-$554K	1	3.96%	Reduced
2696	HCM Horrell Capital Management Little Rock, Arkansas	$491K	-$2.09M	5	0.3%	Reduced
2697	SNBOSCI Security National Bank of Sioux City Iowa Sioux City, Iowa	$491K	-$410K	1	0.57%	Reduced
2698	ACM Alpha Capital Management Austin, Texas	$489K	-$348K	1	0.35%	Reduced
2699	FO FT Options Chicago, Illinois	$484K	-$1.08M	3	0.51%	Reduced
2700	SFPM Sensible Financial Planning & Management Waltham, Massachusetts	$481K	-$8K	1	0.35%	Reduced