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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	FBA Front Barnett Associates Chicago, Illinois	$900K	-$6.22K	1	0.16%	Reduced
2827	GHA Garcia Hamilton & Associates Houston, Texas	$892K	-$1.69M	2	2.32%	Reduced
2828	FFS Founders Financial Securities Towson, Maryland	$876K	-$690K	1	0.31%	Reduced
2829	LCM Lucas Capital Management Red Bank, New Jersey	$868K	+$97.4K	2	0.78%	Increased
2830	SCG Sonata Capital Group Seattle, Washington	$867K	$0	2	0.64%	Maintained
2831	BCM Basso Capital Management Stamford, Connecticut	$866K	$0	1	0.11%	Maintained
2832	AFS Amtrust Financial Services New York	$865K	-$856K	1	0.46%	Reduced
2833	Ritholtz Wealth Management New York	$857K	-$40.6K	1	0.32%	Reduced
2834	HA Harbor Advisors West Palm Beach, Florida	$843K	$0	2	0.31%	Maintained
2835	KAM Kassirer Asset Management Toronto, Ontario, Canada	$843K	-$152K	2	0.8%	Reduced
2836	HHGA Halbert Hargrove Global Advisors Long Beach, California	$842K	-$197K	3	0.23%	Reduced
2837	ZIG Zuckerman Investment Group Chicago, Illinois	$840K	$0	1	0.21%	Maintained
2838	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$830K	+$366K	4	0.6%	Increased
2839	SFPM Sensible Financial Planning & Management Waltham, Massachusetts	$827K	+$45.5K	1	0.46%	Increased
2840	YP Yellowstone Partners Idaho Falls, Idaho	$827K	+$774K	2	0.43%	New
2841	DM Diker Management New York	$826K	$0	1	0.33%	Maintained
2842	KAM Kazazian Asset Management Fort Lauderdale, Florida	$826K	-$126K	1	1.01%	Reduced
2843	CVM Cheviot Value Management Beverly Hills, California	$820K	-$22.2K	2	0.45%	Reduced
2844	TI Telemetry Investments New York	$818K	-$1.74M	2	0.29%	Reduced
2845	CPR CSU Producer Resources Fairfield, Ohio	$816K	$0	1	3.86%	Maintained
2846	DDC Daniel Devine & Co Parkland, Florida	$811K	$0	1	0.62%	Maintained
2847	FAG Financial Advisory Group Houston, Texas	$807K	$0	1	0.27%	Maintained
2848	PSC Prentiss Smith & Co Brattleboro, Vermont	$806K	-$36.9K	6	0.47%	Reduced
2849	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$796K	-$496K	2	0.59%	Reduced
2850	BIG Bellwether Investment Group Chattanooga, Tennessee	$793K	+$152K	3	3.73%	Increased