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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	CIG Candlewood Investment Group Rye, New York	$567K	+$35.9K	1	0.32%	New
2677	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$564K	-$13.3K	2	0.46%	Reduced
2678	SLT St Louis Trust Saint Louis, Missouri	$564K	-$116K	1	0.3%	Reduced
2679	Park Avenue Securities New York	$562K	+$277K	2	0.1%	Increased
2680	DPA Delphi Private Advisors San Diego, California	$559K	+$21.1K	17	1.02%	Increased
2681	HCM Harvest Capital Management Concord, New Hampshire	$557K	$0	1	0.26%	Maintained
2682	EMG Ellington Management Group Old Greenwich, Connecticut	$555K	-$6.26M	3	0.77%	Reduced
2683	Miracle Mile Advisors Los Angeles, California	$544K	+$290K	2	0.18%	Increased
2684	TC Toews Corporation Northfield, New Jersey	$543K	+$523K	1	0.23%	New
2685	BCM Beddow Capital Management Jackson, Wyoming	$538K	$0	1	0.22%	Maintained
2686	LFM Lumina Fund Management New York	$538K	+$687K	1	0.04%	New
2687	KL Kinsight LLC Birmingham, Alabama	$533K	$0	2	0.3%	Maintained
2688	TAAM Top Ace Asset Management Hong Kong	$533K	+$540K	1	0.76%	New
2689	BRCA Birch Run Capital Advisors Dallas, Texas	$532K	-$3.6M	1	0.21%	Reduced
2690	OAM Orinda Asset Management Lafayette, California	$528K	$0	2	0.58%	Maintained
2691	RC Reik & Co New York	$524K	+$22.8K	2	0.18%	Increased
2692	SNBOSCI Security National Bank of Sioux City Iowa Sioux City, Iowa	$518K	+$4.22K	1	0.59%	Increased
2693	BP BBR Partners New York	$510K	$0	1	0.08%	Maintained
2694	AIS American Investment Services Great Barrington, Massachusetts	$509K	-$125K	1	0.22%	Reduced
2695	EDRAML Edmond de Rothschild Asset Management (Luxembourg) Luxembourg	$502K	+$230K	1	0.38%	Increased
2696	KCM Karp Capital Management Sausalito, California	$502K	-$722K	1	0.33%	Reduced
2697	SFPM Sensible Financial Planning & Management Waltham, Massachusetts	$498K	$0	1	0.35%	Maintained
2698	AWM Affinity Wealth Management Wilmington, Delaware	$495K	+$9.85K	2	0.34%	Increased
2699	WMG WESCAP Management Group Glendale, California	$495K	-$15.7K	1	0.24%	Reduced
2700	AC Amici Capital New York	$486K	-$139K	2	0.09%	Reduced