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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	SCA Sippican Capital Advisors Boston, Massachusetts	$478K	$0	1	0.61%	Maintained
2702	CL CIM LLC Albany, New York	$475K	-$521K	1	0.23%	Reduced
2703	BC Barnett & Company Chattanooga, Tennessee	$472K	+$11.8K	6	0.25%	Increased
2704	RGNCM R.G. Niederhoffer Capital Management New York	$472K	+$448K	1	3.41%	New
2705	NCM Northroad Capital Management New York	$470K	-$21.1K	1	0.3%	Reduced
2706	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$465K	+$308K	7	0.42%	Increased
2707	LWM Lenox Wealth Management Cincinnati, Ohio	$458K	-$79.4K	5	0.32%	Reduced
2708	IWC Integrated Wealth Counsel Carmel, California	$457K	-$40.3K	2	1.04%	Reduced
2709	OMC Overbrook Management Corp New York	$453K	-$123K	2	0.1%	Reduced
2710	HF Hoxton Financial Shepherdstown, West Virginia	$448K	+$210K	9	0.23%	Increased
2711	MKC M. Kraus & Co Shelburne, Vermont	$446K	$0	1	0.33%	Maintained
2712	CGL Clarius Group LLC Seattle, Washington	$445K	+$205K	3	0.25%	Increased
2713	DSAM Dock Street Asset Management Palm Beach, Florida	$431K	$0	1	0.4%	Maintained
2714	LCM Lucas Capital Management Red Bank, New Jersey	$427K	-$1.51M	1	0.31%	Reduced
2715	DII Domini Impact Investments New York	$426K	-$45.3K	1	10.58%	Reduced
2716	SIA Starfire Investment Advisers Southfield, Michigan	$425K	$0	1	0.28%	Maintained
2717	WRM Weybosset Research & Management Province, Rhode Island	$421K	-$30.7K	1	0.36%	Reduced
2718	ACM Americafirst Capital Management Roseville, California	$419K	+$384K	1	0.26%	New
2719	CCM Corsair Capital Management New York	$417K	-$281K	1	0.06%	Reduced
2720	TCMG TSP Capital Management Group Summit, New Jersey	$417K	$0	1	0.23%	Maintained
2721	DLHL Donald L. Hagan LLC Sarasota, Florida	$407K	+$254K	6	0.37%	Increased
2722	CPA Columbia Pacific Advisors Seattle, Washington	$405K	+$347K	1	0.42%	New
2723	NFGCM Norman Fields Gottscho Capital Management New York	$400K	$0	1	0.27%	Maintained
2724	QAM Quantres Asset Management Cayman, Cayman Islands	$399K	-$1.38M	1	0.38%	Reduced
2725	SAM Summit Asset Management Memphis, Tennessee	$396K	-$215K	1	0.26%	Reduced