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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
2701	SFM Signature Financial Management Norfolk, Virginia	$470K	-$206K	1	0.3%	Reduced
2702	CPO Cerity Partners OCIO New York	$468K	-$749K	1	0.05%	Reduced
2703	SRSA S.R. Schill & Associates Mercer Island, Washington	$461K	-$14.5K	1	0.31%	Reduced
2704	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$458K	+$489K	3	0.15%	New
2705	GIM Greylin Investment Management Orange, Virginia	$455K	-$34.6K	2	0.12%	Reduced
2706	TCM TD Capital Management Memphis, Tennessee	$452K	$0	1	0.11%	Maintained
2707	BCM Beddow Capital Management Jackson, Wyoming	$451K	$0	1	0.16%	Maintained
2708	SCA Sippican Capital Advisors Boston, Massachusetts	$443K	$0	1	0.45%	Maintained
2709	SRCM Swift Run Capital Management Charlottesville, Virginia	$442K	$0	1	0.19%	Maintained
2710	BP BBR Partners New York	$437K	$0	1	0.05%	Maintained
2711	JMH J.M. Hartwell New York	$433K	+$81.5K	1	0.09%	Increased
2712	LBG Lloyds Banking Group London, United Kingdom	$431K	-$1.14M	1	2.76%	Reduced
2713	GCIA Gabelli & Co Investment Advisers Rye, New York	$426K	-$200K	1	0.06%	Reduced
2714	SIA Starfire Investment Advisers Southfield, Michigan	$420K	$0	1	0.28%	Maintained
2715	WRM Weybosset Research & Management Province, Rhode Island	$420K	-$204K	1	0.28%	Reduced
2716	PHS Pekin Hardy Strauss Chicago, Illinois	$417K	+$48.1K	1	0.08%	Increased
2717	MKC M. Kraus & Co Shelburne, Vermont	$413K	$0	1	0.3%	Maintained
2718	WAM Westport Asset Management Southport, Connecticut	$411K	-$81.3K	2	0.31%	Reduced
2719	AWM Affinity Wealth Management Wilmington, Delaware	$408K	$0	1	0.26%	Maintained
2720	DLG Daniel L. Goodwin	$406K	-$64.7K	2	0.11%	Reduced
2721	BCM Blume Capital Management Berkeley, California	$405K	-$416K	2	0.31%	Reduced
2722	IOOF Independent Order of Foresters Toronto, Ontario, Canada	$405K	-$169K	1	0.38%	Reduced
2723	HF Hoxton Financial Shepherdstown, West Virginia	$403K	-$22.6K	7	0.17%	Reduced
2724	CPA Columbia Pacific Advisors Seattle, Washington	$400K	+$422K	1	0.29%	New
2725	TCMG TSP Capital Management Group Summit, New Jersey	$386K	+$401K	1	0.18%	New