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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	BFPW BOK Financial Private Wealth Denver, Colorado	$742K	-$43.9K	1	0.11%	Reduced
2852	BI Boulegeris Investments Sandy Springs, Georgia	$738K	+$230K	2	0.42%	Increased
2853	Ritholtz Wealth Management New York	$728K	+$640K	1	0.31%	New
2854	PCC Park Circle Company Baltimore, Maryland	$726K	$0	3	0.41%	Maintained
2855	SFPM Sensible Financial Planning & Management Waltham, Massachusetts	$719K	$0	1	0.45%	Maintained
2856	OCM Oskie Capital Management New York	$715K	+$711K	1	0.74%	New
2857	CVM Cheviot Value Management Beverly Hills, California	$711K	-$205K	2	0.41%	Reduced
2858	WCM Weatherstone Capital Management Denver, Colorado	$707K	+$17.4K	2	0.47%	Increased
2859	HA Harbor Advisors West Palm Beach, Florida	$703K	$0	2	0.28%	Maintained
2860	SIA Starfire Investment Advisers Southfield, Michigan	$703K	+$178K	2	0.41%	Increased
2861	SSCM Summit Street Capital Management New York	$692K	-$1.2M	1	0.8%	Reduced
2862	CWM Catamount Wealth Management Westport, Connecticut	$689K	-$2.18M	4	0.42%	Reduced
2863	ADBIC A.D. Beadell Investment Counsel Mequon, Wisconsin	$681K	+$730K	1	0.55%	New
2864	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$677K	-$40K	1	0.15%	Reduced
2865	JFGLC Johnson Financial Group LLC (Colorado) Denver, Colorado	$677K	+$57.1K	3	0.57%	Increased
2866	UFM Ursa Fund Management Danville, California	$666K	-$1.19M	1	0.49%	Reduced
2867	HCM Harvest Capital Management Concord, New Hampshire	$663K	$0	1	0.27%	Maintained
2868	PC Pecaut & Co Sioux City, Iowa	$661K	-$13.1K	1	0.55%	Reduced
2869	RWM RKL Wealth Management Lancaster, Pennsylvania	$660K	+$425K	2	0.21%	Increased
2870	BCM Basso Capital Management Stamford, Connecticut	$658K	+$705K	1	0.09%	New
2871	EDRIA Edmonds Duncan Registered Investment Advisors Lawrence, Kansas	$655K	+$270K	2	0.38%	Increased
2872	GAG GM Advisory Group Melville, New York	$654K	-$65.1K	2	0.21%	Reduced
2873	WVP Worth Venture Partners Fort Lee, New Jersey	$651K	-$1.65M	1	0.56%	Reduced
2874	CCC Cincinnati Casualty Company Fairfield, Ohio	$650K	$0	1	0.58%	Maintained
2875	SLT St Louis Trust Saint Louis, Missouri	$646K	$0	1	0.3%	Maintained