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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	CPA Capital Planning Advisors Roseville, California	$478K	-$95.5K	1	0.28%	Reduced
2702	BP BBR Partners New York	$477K	+$427K	1	0.07%	New
2703	LC Lincoln Capital Lincoln, Nebraska	$473K	+$222K	2	0.38%	Increased
2704	PBT Pictet Bank & Trust Nassau, Bahamas	$467K	-$1.33M	2	0.16%	Reduced
2705	BCM Beddow Capital Management Jackson, Wyoming	$463K	-$4.63K	1	0.2%	Reduced
2706	DSAM Dock Street Asset Management Palm Beach, Florida	$459K	$0	1	0.36%	Maintained
2707	IWC Integrated Wealth Counsel Carmel, California	$453K	-$49.7K	1	0.72%	Reduced
2708	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$445K	-$2.97M	2	2.96%	Reduced
2709	NCM Northroad Capital Management New York	$445K	-$28K	1	0.27%	Reduced
2710	BFIC Bedell Frazier Investment Counselling Walnut Creek, California	$438K	+$200K	2	0.22%	Increased
2711	SJIC St. James Investment Company Southlake, Texas	$438K	-$297K	1	0.06%	Reduced
2712	WI WrapManager Inc Mill Valley, California	$435K	+$430K	2	0.21%	New
2713	SCA Sippican Capital Advisors Boston, Massachusetts	$432K	$0	1	0.55%	Maintained
2714	FMA FNY Managed Accounts New York	$428K	-$454K	7	2.12%	Reduced
2715	OMC Oasis Management Company Grand Cayman, Cayman Islands	$425K	+$480K	1	0.34%	New
2716	DLG Daniel L. Goodwin	$410K	$0	2	0.1%	Maintained
2717	WRM Weybosset Research & Management Province, Rhode Island	$410K	$0	1	0.36%	Maintained
2718	MKC M. Kraus & Co Shelburne, Vermont	$403K	$0	1	0.3%	Maintained
2719	CAM Concorde Asset Management Ann Arbor, Michigan	$402K	+$61.8K	1	0.45%	Increased
2720	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$400K	-$423K	1	0.14%	Reduced
2721	BW Gestao de Investimentos Sao Paulo, Brazil	$399K	-$131K	1	0.37%	Reduced
2722	KKAMG Kernodle & Katon Asset Management Group Searcy, Arkansas	$399K	+$397K	6	0.38%	New
2723	ECM Exchange Capital Management Ann Arbor, Michigan	$390K	+$112K	1	0.16%	Increased
2724	SIA Starfire Investment Advisers Southfield, Michigan	$385K	$0	1	0.26%	Maintained
2725	TCMG TSP Capital Management Group Summit, New Jersey	$377K	$0	1	0.2%	Maintained