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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	RTS Round Table Services Westfield, New Jersey	$405K	+$435K	1	0.23%	New
2727	MM Main Management San Francisco, California	$402K	$0	1	0.07%	Maintained
2728	LCM Lucas Capital Management Red Bank, New Jersey	$398K	-$20K	1	0.28%	Reduced
2729	CCM Connective Capital Management Palo Alto, California	$394K	+$344K	1	1.18%	New
2730	CCM Corsair Capital Management New York	$391K	-$35.7K	1	0.06%	Reduced
2731	HCM Horrell Capital Management Little Rock, Arkansas	$388K	-$12.8K	6	0.25%	Reduced
2732	IndexIQ Advisors New York	$382K	-$2.29M	1	0.02%	Reduced
2733	SAMC Spectrum Asset Management (California) Newport Beach, California	$382K	-$7.36K	1	0.45%	Reduced
2734	DLG Daniel L. Goodwin	$380K	$0	2	0.12%	Maintained
2735	KWMG King Wealth Management Group Naples, Florida	$379K	+$95.6K	1	0.2%	Increased
2736	CAM Concorde Asset Management Ann Arbor, Michigan	$373K	-$31.1K	1	0.37%	Reduced
2737	CFS Commonwealth Financial Services Vienna, West Virginia	$370K	$0	3	0.44%	Maintained
2738	LP LGL Partners Philadelphia, Pennsylvania	$369K	+$266	1	0.2%	Increased
2739	ZF Zhang Financial Portage, Michigan	$368K	$0	1	0.2%	Maintained
2740	CCP Centaur Capital Partners Southlake, Texas	$365K	+$349K	1	0.53%	New
2741	CW Cabot-Wellington Boston, Massachusetts	$363K	$0	1	0.32%	Maintained
2742	EDRIA Edmonds Duncan Registered Investment Advisors Lawrence, Kansas	$363K	$0	1	0.22%	Maintained
2743	WHI William Harris Investors Chicago, Illinois	$361K	$0	1	0.09%	Maintained
2744	KSCM Kamunting Street Capital Management Miami Beach, Florida	$358K	-$279K	1	0.82%	Reduced
2745	AC Alley Company Lake Forest, Illinois	$355K	$0	1	0.16%	Maintained
2746	MIM Midwest Investment Management Cleveland, Ohio	$354K	+$84.3K	1	0.29%	Increased
2747	VIM Veritas Investment Management London, United Kingdom	$350K	$0	1	0.07%	Maintained
2748	AWMF Arbor Wealth Management (Florida) Miramar Beach, Florida	$349K	+$8.1K	1	0.33%	Increased
2749	CPSAC Chas P. Smith & Associates (CPS) Lakeland, Florida	$349K	+$8.18K	1	0.06%	Increased
2750	BA Birinyi Associates Westport, Connecticut	$348K	$0	1	0.15%	Maintained