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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
2801	ACP Andalusian Capital Partners Greenwich, Connecticut	$144K	-$6.45M	1	0.04%	Reduced
2802	NCMG NCM Capital Management Group Durham, North Carolina	$143K	$0	1	1.61%	Maintained
2803	SCM Signia Capital Management Spokane, Washington	$143K	-$4.11M	1	0.37%	Reduced
2804	Waverly Advisors Birmingham, Alabama	$137K	-$90.4K	4	0.08%	Reduced
2805	RIM Ranger International Management Lake Forest, Illinois	$134K	+$141K	1	0.03%	New
2806	LWA Lowe Wealth Advisors Columbia, Maryland	$128K	-$3K	4	0.09%	Reduced
2807	VIMU Veritas Investment Management (UK) London, United Kingdom	$125K	$0	1	0.08%	Maintained
2808	PFG Piershale Financial Group Barrington, Illinois	$116K	-$12.4K	3	0.09%	Reduced
2809	ANBT American National Bank & Trust Wichita Falls, Texas	$111K	+$24.4K	4	0.04%	Increased
2810	LS Lupo Securities Chicago, Illinois	$109K	+$80.3K	3	0.44%	Increased
2811	RPG Risk Paradigm Group Austin, Texas	$101K	+$3.83K	4	0.1%	Increased
2812	WCM Wealthcare Capital Management Richmond, Virginia	$99K	-$1.06M	7	0.01%	Reduced
2813	P Palladiem Bryn Mawr, Pennsylvania	$92K	$0	1	0.08%	Maintained
2814	IF Ironwood Financial Tucson, Arizona	$84K	+$3.23K	3	0.04%	Increased
2815	NC NewSquare Capital Newtown Square, Pennsylvania	$74K	+$12.1K	6	0.02%	Increased
2816	Pathstone Family Office Englewood, New Jersey	$73K	$0	6	0.12%	Maintained
2817	Flow Traders U.S. New York	$68K	+$59.7K	2	0.01%	Increased
2818	CGH Cleary Gull Holdings Milwaukee, Wisconsin	$58K	+$58.3K	3	0.04%	New
2819	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$57K	+$23.9K	3	0.02%	Increased
2820	LWA Lenox Wealth Advisors New York	$50K	-$34.3K	5	0.02%	Reduced
2821	TSS Two Sigma Securities New York	$50K	-$476K	1	0.08%	Reduced
2822	SAM Silphium Asset Management London, United Kingdom	$48K	+$48.4K	1	0.01%	New
2823	RWM Rezny Wealth Management Fort Myers, Florida	$46K	+$51.8K	4	0.04%	New
2824	ZIM ZPR Investment Management Orange City, Florida	$45K	+$44.5K	1	0.05%	New
2825	PCC Park Circle Company Baltimore, Maryland	$43K	$0	2	0.03%	Maintained