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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	SCM SIR Capital Management New York	$992K	+$966K	1	0.16%	New
2752	ACM AUA Capital Management Camp Hill, Pennsylvania	$986K	+$977K	8	0.94%	New
2753	BCP Berkeley Capital Partners Milton, Georgia	$983K	+$178	2	0.71%	Increased
2754	KFS Kissinger Financial Services Hunt Valley, Maryland	$982K	-$217K	1	1.03%	Reduced
2755	ANB Amarillo National Bank Amarillo, Texas	$980K	$0	2	0.36%	Maintained
2756	Peconic Partners New York	$980K	$0	1	0.13%	Maintained
2757	AMCA Arthur M. Cohen & Associates Northbrook, Illinois	$979K	+$969K	3	0.52%	New
2758	PBO Peoples Bank (Ohio) Marietta, Ohio	$972K	+$20.8K	3	0.56%	Increased
2759	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$971K	+$974K	2	0.41%	New
2760	UC Unterberg Capital New York	$968K	+$831K	1	1.23%	New
2761	BWM Bernicke Wealth Management Altoona, Wisconsin	$963K	-$40.1K	1	0.83%	Reduced
2762	AFP Ausdal Financial Partners Davenport, Iowa	$957K	+$4.04K	2	0.45%	Increased
2763	NYLT New York Life Trust New York	$957K	-$187K	9	4.55%	Reduced
2764	Truepoint Inc Cincinnati, Ohio	$948K	+$854K	2	0.11%	Increased
2765	HPWM Highland Private Wealth Management Bellevue, Washington	$947K	+$38.4K	3	0.49%	Increased
2766	ZIG Zuckerman Investment Group Chicago, Illinois	$933K	$0	2	0.23%	Maintained
2767	SIG Stanford Investment Group Mountain View, California	$932K	-$43.5K	11	0.45%	Reduced
2768	HCM Highlander Capital Management Short Hills, New Jersey	$921K	+$10.9K	7	0.8%	Increased
2769	BA Birinyi Associates Westport, Connecticut	$920K	+$393K	2	0.52%	Increased
2770	EM ELCO Management New York	$905K	$0	2	0.5%	Maintained
2771	VCP Vista Capital Partners Portland, Oregon	$905K	+$15.6K	1	0.25%	Increased
2772	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$897K	-$534K	12	0.13%	Reduced
2773	FBA Front Barnett Associates Chicago, Illinois	$896K	-$32.5K	1	0.17%	Reduced
2774	WCM Windward Capital Management Los Angeles, California	$893K	+$94.5K	2	0.17%	Increased
2775	FAG Financial Advisory Group Houston, Texas	$892K	+$9.38K	2	0.34%	Increased