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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	CSM Central Square Management Naperville, Illinois	$272K	+$127K	1	0.43%	Increased
2777	Park Avenue Securities New York	$268K	+$240K	1	0.05%	New
2778	FNYS First New York Securities New York	$267K	+$176K	4	0.18%	Increased
2779	ESBC E.S. Barr & Co Lexington, Kentucky	$267K	$0	1	0.03%	Maintained
2780	BGIM Boussard & Gavaudan Investment Management London, United Kingdom	$264K	+$228K	1	0.14%	New
2781	LC Lincoln Capital Lincoln, Nebraska	$264K	-$234K	1	0.2%	Reduced
2782	NA Nottingham Advisors Amherst, New York	$260K	$0	1	0.05%	Maintained
2783	BFIC Bedell Frazier Investment Counselling Walnut Creek, California	$259K	-$204K	1	0.13%	Reduced
2784	AFIA America First Investment Advisors Omaha, Nebraska	$258K	+$16.3K	7	0.11%	Increased
2785	Karpus Investment Management Pittsford, New York	$257K	-$427K	1	0.01%	Reduced
2786	PCP Proficio Capital Partners Newton, Massachusetts	$256K	+$46.9K	28	0.21%	Increased
2787	MIM Midwest Investment Management Cleveland, Ohio	$254K	+$234K	1	0.2%	New
2788	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$253K	-$86.5K	2	0.23%	Reduced
2789	CC Colrain Capital Boston, Massachusetts	$252K	+$239K	1	0.04%	New
2790	BWP BSW Wealth Partners Boulder, Colorado	$251K	+$44.7K	1	0.14%	Increased
2791	JC JBF Capital Aspen, Colorado	$250K	$0	2	0.03%	Maintained
2792	NEPPG New England Professional Planning Group Westerly, Rhode Island	$249K	$0	1	0.25%	Maintained
2793	AWMF Arbor Wealth Management (Florida) Miramar Beach, Florida	$246K	+$24.5K	1	0.25%	Increased
2794	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$237K	-$27K	1	0%	Reduced
2795	WAM Westport Asset Management Southport, Connecticut	$232K	$0	1	0.21%	Maintained
2796	CIM Contravisory Investment Management Norwell, Massachusetts	$231K	-$50.6K	5	0.07%	Reduced
2797	RPG Risk Paradigm Group Austin, Texas	$230K	-$7.3K	3	0.29%	Reduced
2798	CCM Colorado Capital Management Boulder, Colorado	$229K	+$1.03K	1	0.23%	Increased
2799	PIM Parasol Investment Management Westmont, Illinois	$229K	+$37K	2	0.22%	Increased
2800	DSN D. Scott Neal Lexington, Kentucky	$226K	+$7.67K	5	0.21%	Increased