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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	CCM Coe Capital Management Highland Park, Illinois	$793K	-$39.4K	1	0.82%	Reduced
2852	DI DUMAC Inc Durham, North Carolina	$782K	$0	1	0.83%	Maintained
2853	BFPW BOK Financial Private Wealth Denver, Colorado	$780K	-$53.6K	1	0.13%	Reduced
2854	SP Summit Partners Boston, Massachusetts	$777K	$0	1	0.57%	Maintained
2855	SCA Sippican Capital Advisors Boston, Massachusetts	$773K	+$372K	2	0.79%	Increased
2856	SA SRH Advisors Salina, Kansas	$770K	$0	5	3.26%	Maintained
2857	SAM Summit Asset Management Memphis, Tennessee	$761K	+$213K	2	0.38%	Increased
2858	Circle Wealth Management Summit, New Jersey	$743K	+$202K	2	0.31%	Increased
2859	PCC Park Circle Company Baltimore, Maryland	$742K	+$21.2K	3	0.43%	Increased
2860	WCM Weatherstone Capital Management Denver, Colorado	$741K	+$14.5K	2	0.51%	Increased
2861	JFGLC Johnson Financial Group LLC (Colorado) Denver, Colorado	$735K	+$43.5K	3	0.61%	Increased
2862	NFGCM Norman Fields Gottscho Capital Management New York	$733K	+$213K	2	0.44%	Increased
2863	WRM Weybosset Research & Management Province, Rhode Island	$731K	+$195K	2	0.49%	Increased
2864	CCC Cincinnati Casualty Company Fairfield, Ohio	$720K	$0	1	0.62%	Maintained
2865	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$714K	+$141K	7	0.18%	Increased
2866	SFA Stewardship Financial Advisors Stockbridge, Georgia	$713K	+$18.7K	1	0.41%	Increased
2867	CCM Concourse Capital Management Atlanta, Georgia	$708K	$0	1	0.34%	Maintained
2868	BFG Barber Financial Group Lenexa, Kansas	$707K	+$216K	1	0.2%	Increased
2869	PCR Potrero Capital Research San Francisco, California	$706K	$0	1	0.59%	Maintained
2870	Klingman & Associates New York	$698K	$0	1	0.17%	Maintained
2871	RWM RKL Wealth Management Lancaster, Pennsylvania	$696K	-$12.6K	2	0.2%	Reduced
2872	MC Micawber Capital Seattle, Washington	$689K	-$54.4K	1	1.1%	Reduced
2873	FM Fondren Management Houston, Texas	$685K	-$657K	1	0.55%	Reduced
2874	AWM AllSquare Wealth Management Albany, New York	$681K	+$617K	9	0.56%	Increased
2875	AIS American Investment Services Great Barrington, Massachusetts	$679K	$0	2	0.26%	Maintained