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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	CAL Capital Advisors Ltd Shaker Heights, Ohio	$151K	-$60.6K	4	0.08%	Reduced
2727	KCM KSA Capital Management Morristown, New Jersey	$150K	$0	1	0.06%	Maintained
2728	RPG Risk Paradigm Group Austin, Texas	$149K	+$52K	6	0.31%	Increased
2729	FMP Financial Management Professionals Austin, Texas	$149K	-$3.49M	10	0.1%	Reduced
2730	Pathstone Family Office Englewood, New Jersey	$146K	+$85K	7	0.39%	Increased
2731	SCP Syntal Capital Partners Midland, Texas	$144K	-$9.21K	4	0.2%	Reduced
2732	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$143K	+$95.3K	5	0.06%	Increased
2733	NCMG NCM Capital Management Group Durham, North Carolina	$142K	$0	1	1.76%	Maintained
2734	NO Ninety One Cape Town, South Africa	$140K	$0	1	0.13%	Maintained
2735	SCM Signia Capital Management Spokane, Washington	$136K	$0	1	0.45%	Maintained
2736	MLM Mount Lucas Management Newtown, Pennsylvania	$135K	-$8.34K	2	0.02%	Reduced
2737	RCG Ruggie Capital Group Tavares, Florida	$135K	-$21K	5	0.13%	Reduced
2738	EGA E&G Advisors Houston, Texas	$127K	-$1.08M	1	0.08%	Reduced
2739	LG Leuthold Group Minneapolis, Minnesota	$127K	-$12.2M	1	0.01%	Reduced
2740	LWA Lowe Wealth Advisors Columbia, Maryland	$124K	+$11.1K	5	0.09%	Increased
2741	LYV Live Your Vision West Conshohocken, Pennsylvania	$112K	+$112K	3	0.05%	New
2742	LWA Lenox Wealth Advisors New York	$111K	+$69.4K	9	0.04%	Increased
2743	CGH Cleary Gull Holdings Milwaukee, Wisconsin	$106K	+$51.9K	3	0.08%	Increased
2744	BCA Burren Capital Advisors Gibraltar	$101K	+$127K	1	0.45%	New
2745	VIM Veritas Investment Management London, United Kingdom	$101K	+$1.99M	2	0.03%	New
2746	PFG Piershale Financial Group Barrington, Illinois	$100K	+$73	4	0.08%	Increased
2747	P Palladiem Bryn Mawr, Pennsylvania	$85K	$0	1	0.13%	Maintained
2748	ANBT American National Bank & Trust Wichita Falls, Texas	$83K	-$26.5K	3	0.04%	Reduced
2749	Flow Traders U.S. New York	$80K	+$10.1K	1	0.02%	Increased
2750	SAM Solaris Asset Management New York	$78K	-$3.79M	2	0.06%	Reduced