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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
2851	SA SRH Advisors Salina, Kansas	$704K	$0	5	3.29%	Maintained
2852	BRCA Birch Run Capital Advisors Dallas, Texas	$702K	$0	1	0.28%	Maintained
2853	PC Pecaut & Co Sioux City, Iowa	$691K	$0	1	0.62%	Maintained
2854	CCC Cincinnati Casualty Company Fairfield, Ohio	$685K	+$656K	1	0.62%	New
2855	SFA Stewardship Financial Advisors Stockbridge, Georgia	$674K	-$71.1K	1	0.42%	Reduced
2856	RVPG Relative Value Partners Group	$665K	-$63.3K	1	0.08%	Reduced
2857	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$661K	$0	1	0.14%	Maintained
2858	WCM Weatherstone Capital Management Denver, Colorado	$659K	-$122K	2	0.73%	Reduced
2859	AIS American Investment Services Great Barrington, Massachusetts	$657K	+$177K	2	0.27%	Increased
2860	Chicago Partners Investment Group Chicago, Illinois	$650K	+$111K	6	0.18%	Increased
2861	SCI Stableford Capital II Scottsdale, Arizona	$648K	-$1.24M	2	0.56%	Reduced
2862	HCM Herndon Capital Management Atlanta, Georgia	$645K	-$483K	7	0.09%	Reduced
2863	CFS Commonwealth Financial Services Vienna, West Virginia	$641K	+$196K	4	0.7%	Increased
2864	ACM AUA Capital Management Camp Hill, Pennsylvania	$626K	-$453K	6	0.63%	Reduced
2865	AZA Arthur Zaske & Associates Bingham Farms, Michigan	$613K	-$89.8K	2	0.44%	Reduced
2866	BW Gestao de Investimentos Sao Paulo, Brazil	$610K	+$22.2K	1	0.17%	Increased
2867	HCM Harvest Capital Management Concord, New Hampshire	$609K	$0	1	0.25%	Maintained
2868	LI LVZ Inc Holland, Michigan	$607K	-$43K	2	0.22%	Reduced
2869	Klingman & Associates New York	$602K	$0	1	0.17%	Maintained
2870	MWP Moller Wealth Partners	$602K	$0	2	0.26%	Maintained
2871	DLG Daniel L. Goodwin	$598K	$0	2	0.25%	Maintained
2872	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$598K	$0	10	0.16%	Maintained
2873	BFC Blue Fin Capital Warren, Rhode Island	$597K	+$176K	2	0.37%	Increased
2874	TCM Tuttle Capital Management Riverside, Connecticut	$597K	-$136K	1	0.72%	Reduced
2875	SLT St Louis Trust Saint Louis, Missouri	$593K	$0	1	0.25%	Maintained