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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	RR Robotti Robert	$202K	-$905K	1	0.07%	Reduced
2827	3C 361 Capital Denver, Colorado	$200K	+$49.5K	3	2.98%	Increased
2828	RBC Roble Belko & Company Sewickley, Pennsylvania	$192K	+$68.7K	4	0.11%	Increased
2829	CAL Capital Advisors Ltd Shaker Heights, Ohio	$170K	-$5.01K	4	0.08%	Reduced
2830	Pathstone Family Office Englewood, New Jersey	$161K	+$39.2K	7	0.15%	Increased
2831	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$155K	-$51.7K	8	0.08%	Reduced
2832	Pentwater Capital Management Naples, Florida	$155K	+$152K	1	0%	New
2833	NCMG NCM Capital Management Group Durham, North Carolina	$145K	-$3.92K	1	1.77%	Reduced
2834	NC NewSquare Capital Newtown Square, Pennsylvania	$139K	-$31K	10	0.03%	Reduced
2835	KCM KSA Capital Management Morristown, New Jersey	$138K	-$1.14M	1	0.03%	Reduced
2836	DA DSC Advisors Chicago, Illinois	$136K	+$130K	1	0.09%	New
2837	LWA Lowe Wealth Advisors Columbia, Maryland	$135K	+$4.34K	6	0.09%	Increased
2838	ECP Electron Capital Partners New York	$133K	-$507K	1	0.03%	Reduced
2839	AIC Ayalon Insurance Company Ramat Gan, Israel	$131K	-$17.2K	4	0.11%	Reduced
2840	PVH Psagot Value Holdings Tel Aviv, Israel	$130K	-$5.31M	3	0.01%	Reduced
2841	RCG Ruggie Capital Group Tavares, Florida	$127K	+$1.53K	6	0.12%	Increased
2842	CI Cooper Investors Melbourne, Victoria, Australia	$124K	+$119K	1	0.03%	New
2843	IC IKOS CIF Limassol, Cyprus	$109K	-$1.79M	3	0.38%	Reduced
2844	TCM Tuttle Capital Management Riverside, Connecticut	$108K	+$106K	1	0.1%	New
2845	PFG Piershale Financial Group Barrington, Illinois	$103K	+$345	4	0.08%	Increased
2846	BCA Benchmark Capital Advisors New York	$102K	$0	1	0.08%	Maintained
2847	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$93K	-$34.3K	1	0.08%	Reduced
2848	AP Advisors Preferred Rockville, Maryland	$75K	-$15.7M	7	0.04%	Reduced
2849	SAM Solaris Asset Management New York	$75K	-$74.8K	2	0.05%	Reduced
2850	LWA Lenox Wealth Advisors New York	$70K	-$32.9K	6	0.02%	Reduced