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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
2876	Chicago Partners Investment Group Chicago, Illinois	$508K	-$42.2K	9	0.19%	Reduced
2877	FBFS First Business Financial Services Madison, Wisconsin	$506K	-$494K	1	0.12%	Reduced
2878	BW Biegel & Waller Columbia, Maryland	$496K	+$479K	2	0.35%	New
2879	CCM Coe Capital Management Highland Park, Illinois	$496K	-$9.54M	1	0.64%	Reduced
2880	Pathstone Family Office Englewood, New Jersey	$490K	+$337K	1	0.31%	Increased
2881	HFA High Falls Advisors Rochester, New York	$486K	-$224K	1	0.22%	Reduced
2882	AIA Arrow Investment Advisors Laurel, Maryland	$483K	-$53K	1	0.13%	Reduced
2883	MKC M. Kraus & Co Shelburne, Vermont	$478K	+$144	1	0.33%	Increased
2884	SCA Sippican Capital Advisors Boston, Massachusetts	$477K	$0	1	0.5%	Maintained
2885	PIM Parasol Investment Management Westmont, Illinois	$475K	+$36.8K	3	0.5%	Increased
2886	AIS American Investment Services Great Barrington, Massachusetts	$474K	-$14.8K	1	0.2%	Reduced
2887	PAM PT Asset Management Chicago, Illinois	$469K	-$501K	2	0.11%	Reduced
2888	BCM Beddow Capital Management Jackson, Wyoming	$468K	$0	1	0.19%	Maintained
2889	LWM Lenox Wealth Management Cincinnati, Ohio	$468K	+$3.95K	5	0.36%	Increased
2890	CFS Commonwealth Financial Services Vienna, West Virginia	$461K	-$6.4K	4	0.45%	Reduced
2891	BCA Benchmark Capital Advisors New York	$460K	+$283K	2	0.38%	Increased
2892	PBT Pictet Bank & Trust Nassau, Bahamas	$460K	$0	1	0.15%	Maintained
2893	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$456K	-$628K	1	0.26%	Reduced
2894	SIA Starfire Investment Advisers Southfield, Michigan	$456K	$0	1	0.26%	Maintained
2895	VFPI Vantage Financial Partners (Illinois) Arlington Heights, Illinois	$452K	+$387K	1	0.41%	New
2896	WRM Weybosset Research & Management Province, Rhode Island	$451K	$0	1	0.32%	Maintained
2897	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$444K	-$2.78M	3	0.13%	Reduced
2898	NFGCM Norman Fields Gottscho Capital Management New York	$429K	$0	1	0.29%	Maintained
2899	AWMF Arbor Wealth Management (Florida) Miramar Beach, Florida	$428K	-$48.8K	1	0.33%	Reduced
2900	CIM Contravisory Investment Management Norwell, Massachusetts	$428K	+$137K	6	0.15%	Increased