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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
2751	EMB Elefante Mark B	$329K	+$303K	1	5.25%	New
2752	AFG American Financial Group Cincinnati, Ohio	$328K	$0	1	0.02%	Maintained
2753	KKAMG Kernodle & Katon Asset Management Group Searcy, Arkansas	$326K	-$68.5K	5	0.31%	Reduced
2754	CPSAC Chas P. Smith & Associates (CPS) Lakeland, Florida	$324K	-$27K	1	0.06%	Reduced
2755	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$314K	$0	5	0.17%	Maintained
2756	TIM Tortoise Investment Management White Plains, New York	$312K	+$36.1K	4	0.11%	Increased
2757	VIM Veritas Investment Management London, United Kingdom	$309K	-$35K	1	0.06%	Reduced
2758	RWM Raffa Wealth Management Washington, District of Columbia	$309K	+$4.39K	33	0.18%	Increased
2759	PHS Pekin Hardy Strauss Chicago, Illinois	$305K	-$62.9K	1	0.07%	Reduced
2760	TFF The Family Firm Bethesda, Maryland	$304K	-$21.5K	1	0.15%	Reduced
2761	MSR Main Street Research Lakeville, Connecticut	$300K	-$7.36M	1	0.08%	Reduced
2762	BFC Blue Fin Capital Warren, Rhode Island	$294K	+$9.21K	1	0.25%	Increased
2763	F Filament Seattle, Washington	$294K	-$313K	1	0.14%	Reduced
2764	Ruane, Cunniff & Goldfarb New York	$289K	-$1.09K	1	0%	Reduced
2765	TT Tiedemann Trust Wilmington, Delaware	$289K	+$19.1K	1	0.04%	Increased
2766	LBG Lloyds Banking Group London, United Kingdom	$288K	+$8.99K	2	2.35%	Increased
2767	AF Aldebaran Financial	$287K	+$675	1	0.25%	Increased
2768	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$286K	+$36.7K	11	0.28%	Increased
2769	EWM Evermay Wealth Management Arlington, Virginia	$285K	+$153	1	0.16%	Increased
2770	S StratiFi San Francisco, California	$285K	$0	1	0.17%	Maintained
2771	AWM AllSquare Wealth Management Albany, New York	$284K	+$1.65K	6	0.28%	Increased
2772	TCM TD Capital Management Memphis, Tennessee	$282K	$0	1	0.09%	Maintained
2773	SC Stratford Consulting Addison, Texas	$277K	-$31.4K	1	0.13%	Reduced
2774	KWMG King Wealth Management Group Naples, Florida	$276K	-$5K	1	0.15%	Reduced
2775	TAM Trust Asset Management Houston, Texas	$274K	$0	1	0.16%	Maintained