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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
2826	RCG Ruggie Capital Group Tavares, Florida	$178K	+$168K	4	0.16%	New
2827	EAMA EFG Asset Management (Americas) Miami, Florida	$176K	+$166K	3	0.11%	New
2828	FMP Financial Management Professionals Austin, Texas	$174K	-$3.5M	8	0.1%	Reduced
2829	NCMG NCM Capital Management Group Durham, North Carolina	$171K	$0	1	1.92%	Maintained
2830	VIMU Veritas Investment Management (UK) London, United Kingdom	$149K	-$5.58M	1	0.12%	Reduced
2831	LWA Lowe Wealth Advisors Columbia, Maryland	$143K	+$139K	5	0.1%	New
2832	PAM PT Asset Management Chicago, Illinois	$143K	+$143K	1	0.04%	New
2833	SC Sumit Capital New York	$112K	-$4.79K	1	3.72%	Reduced
2834	CAS CTC Alternative Strategies Chicago, Illinois	$104K	-$970K	1	0.21%	Reduced
2835	P Palladiem Bryn Mawr, Pennsylvania	$102K	+$94.8K	2	0.08%	New
2836	IF Ironwood Financial Tucson, Arizona	$98K	+$94.3K	9	0.05%	New
2837	LWA Lenox Wealth Advisors New York	$97K	-$5.23K	5	0.04%	Reduced
2838	NC NewSquare Capital Newtown Square, Pennsylvania	$96K	+$21.3K	6	0.03%	Increased
2839	Blackhill Capital Morristown, New Jersey	$91K	+$56.7K	2	0.01%	Increased
2840	Pathstone Family Office Englewood, New Jersey	$85K	-$134K	6	0.29%	Reduced
2841	PO Private Ocean San Rafael, California	$84K	+$16.8K	5	0.06%	Increased
2842	VVP Vulcan Value Partners Birmingham, Alabama	$84K	-$31.2M	1	0%	Reduced
2843	IUAM Itau USA Asset Management New York	$74K	-$599K	1	0.02%	Reduced
2844	VSWA Vontobel Swiss Wealth Advisors Zurich, Switzerland	$66K	+$61.1K	3	0.05%	New
2845	WCM Wealthcare Capital Management Richmond, Virginia	$66K	-$7.33K	4	0.01%	Reduced
2846	ANBT American National Bank & Trust Wichita Falls, Texas	$64K	$0	2	0.02%	Maintained
2847	TI Telemetry Investments New York	$58K	+$59.8K	1	0.04%	New
2848	PCC Park Circle Company Baltimore, Maryland	$49K	$0	2	0.03%	Maintained
2849	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$30K	+$28.4K	3	0.02%	New
2850	EMA Efficient Market Advisors San Diego, California	$29K	+$20K	2	0.01%	Increased