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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
2726	LFR Lehman Financial Resources Media, Pennsylvania	$525K	-$1.79M	8	0.26%	Reduced
2727	MM Main Management San Francisco, California	$522K	$0	1	0.1%	Maintained
2728	Caprock Group Boise, Idaho	$515K	+$487K	1	0.56%	New
2729	BCM Beddow Capital Management Jackson, Wyoming	$513K	$0	1	0.16%	Maintained
2730	NIS National Investment Services Milwaukee, Wisconsin	$511K	-$6.99M	1	4.84%	Reduced
2731	BFIC Bedell Frazier Investment Counselling Walnut Creek, California	$509K	-$4.9M	2	0.25%	Reduced
2732	BA Birinyi Associates Westport, Connecticut	$505K	$0	1	0.23%	Maintained
2733	R RQSI Nassau, Bahamas	$503K	+$454K	1	0.47%	New
2734	WAM Westport Asset Management Southport, Connecticut	$499K	+$204K	2	0.34%	Increased
2735	PM Platinum Management New York	$495K	-$38.3M	3	1.06%	Reduced
2736	Avior Wealth Management Omaha, Nebraska	$493K	-$2.95K	8	0.39%	Reduced
2737	TCM TD Capital Management Memphis, Tennessee	$481K	$0	1	0.11%	Maintained
2738	FL Fort LP Chevy Chase, Maryland	$480K	+$447K	2	0.38%	New
2739	SCA Sippican Capital Advisors Boston, Massachusetts	$472K	$0	1	0.47%	Maintained
2740	Montrusco Bolton Investments Montreal, Quebec, Canada	$471K	-$441K	1	0.03%	Reduced
2741	HF Hoxton Financial Shepherdstown, West Virginia	$462K	+$50.2K	7	0.19%	Increased
2742	RWM Raffa Wealth Management Washington, District of Columbia	$461K	+$1.35K	30	0.28%	Increased
2743	CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota	$454K	+$50.9K	1	0.1%	Increased
2744	CPA Capital Planning Advisors Roseville, California	$453K	+$435K	1	0.39%	New
2745	MAM Mark Asset Management New York	$453K	+$53.3K	1	0.12%	Increased
2746	STIA Stone Toro Investment Advisers Princeton, New Jersey	$453K	-$44.4K	2	1.17%	Reduced
2747	MKC M. Kraus & Co Shelburne, Vermont	$440K	$0	1	0.32%	Maintained
2748	KA KLCM Advisors Milwaukee, Wisconsin	$438K	+$420K	1	0.11%	New
2749	GWA Genesis Wealth Advisors Braintree, Massachusetts	$436K	+$425K	6	0.35%	New
2750	SC Stratford Consulting Addison, Texas	$430K	+$1.43K	1	0.22%	Increased