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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
2776	LSC Lesa Sroufe & Co Seattle, Washington	$225K	-$8.4K	1	0.15%	Reduced
2777	NEPPG New England Professional Planning Group Westerly, Rhode Island	$221K	$0	1	0.29%	Maintained
2778	SGS Sterling Global Strategies Carlsbad, California	$220K	+$750	1	0.74%	Increased
2779	OAM Orinda Asset Management Lafayette, California	$216K	-$394K	2	0.24%	Reduced
2780	VDBMI Van Den Berg Management I Austin, Texas	$216K	-$77.2K	1	0.02%	Reduced
2781	VFP Verus Financial Partners Richmond, Virginia	$214K	+$582	1	0.11%	Increased
2782	DA Denali Advisors San Diego, California	$211K	+$229K	1	0.05%	New
2783	BFPW BOK Financial Private Wealth Denver, Colorado	$207K	+$1.46K	1	0.03%	Increased
2784	Plancorp LLC Saint Louis, Missouri	$204K	-$1.04M	1	0.19%	Reduced
2785	AMG Asset Management Group Stamford, Connecticut	$203K	+$205K	1	0.09%	New
2786	GC Gibson Capital Wexford, Pennsylvania	$202K	+$12.1K	1	0.06%	Increased
2787	UFA US Financial Advisors Braintree, Massachusetts	$202K	-$55K	11	0.19%	Reduced
2788	Alesco Advisors Pittsford, New York	$201K	-$12.9K	1	0.02%	Reduced
2789	KC Kellner Capital New York	$201K	$0	1	0.11%	Maintained
2790	CCA Castle Creek Arbitrage Avon, Colorado	$200K	+$212K	1	0.01%	New
2791	IWA Inspirion Wealth Advisors Libertyville, Illinois	$200K	-$207K	1	0.15%	Reduced
2792	TCM Traynor Capital Management Malvern, Pennsylvania	$189K	-$502K	1	0.16%	Reduced
2793	KCM KSA Capital Management Morristown, New Jersey	$188K	+$267K	1	0.07%	New
2794	Blackhill Capital Morristown, New Jersey	$185K	$0	1	0.02%	Maintained
2795	SCP Syntal Capital Partners Midland, Texas	$162K	+$10.5K	4	0.16%	Increased
2796	NO Ninety One Cape Town, South Africa	$152K	+$158K	1	0.14%	New
2797	RCG Ruggie Capital Group Tavares, Florida	$149K	-$8.76K	9	0.12%	Reduced
2798	LOCC Lombard Odier & Cie (Canada) Montreal, Quebec, Canada	$148K	$0	1	0.32%	Maintained
2799	MLM Mount Lucas Management Newtown, Pennsylvania	$148K	+$86.7K	2	0.03%	Increased
2800	RBF Capital San Francisco, California	$146K	$0	1	0.03%	Maintained