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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
2901	BI Boulegeris Investments Sandy Springs, Georgia	$506K	+$199K	2	0.3%	Increased
2902	BCM Beddow Capital Management Jackson, Wyoming	$501K	$0	1	0.2%	Maintained
2903	LFM Lumina Fund Management New York	$495K	$0	1	0.06%	Maintained
2904	FO FT Options Chicago, Illinois	$491K	-$14.4K	2	0.65%	Reduced
2905	SAM Solaris Asset Management New York	$490K	-$171K	6	0.32%	Reduced
2906	WRM Weybosset Research & Management Province, Rhode Island	$483K	$0	1	0.33%	Maintained
2907	NorthRock Partners Minneapolis, Minnesota	$475K	-$2.42M	1	0.2%	Reduced
2908	BII Bainco International Investors Boston, Massachusetts	$473K	-$603K	1	0.07%	Reduced
2909	LCM Lucas Capital Management Red Bank, New Jersey	$473K	+$14.6K	1	0.35%	Increased
2910	SIA Starfire Investment Advisers Southfield, Michigan	$469K	-$14.6K	1	0.25%	Reduced
2911	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$469K	+$446K	2	0.23%	New
2912	FEG Financial Enhancement Group Anderson, Indiana	$466K	+$207K	2	0.21%	Increased
2913	KFA Kelleher Financial Advisors New York	$466K	-$1.34M	1	0.99%	Reduced
2914	NFGCM Norman Fields Gottscho Capital Management New York	$459K	$0	1	0.29%	Maintained
2915	BFG Barber Financial Group Lenexa, Kansas	$458K	$0	1	0.16%	Maintained
2916	Merriman Wealth Management Seattle, Washington	$454K	+$33.8K	1	0.11%	Increased
2917	NVIM New Vernon Investment Management Highland Park, Illinois	$448K	+$453K	1	0.58%	New
2918	BP BBR Partners New York	$447K	+$422K	2	0.1%	New
2919	GC Gilbert & Cook West Des Moines, Iowa	$438K	+$209K	2	0.18%	Increased
2920	DLHL Donald L. Hagan LLC Sarasota, Florida	$436K	$0	1	0.42%	Maintained
2921	FM Factorial Management Hong Kong	$432K	+$232K	1	5.95%	Increased
2922	HS Huntington Steele Oaks, Pennsylvania	$429K	+$22.8K	1	0.13%	Increased
2923	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$417K	+$38K	2	0.33%	Increased
2924	DOA D'Orazio & Associates Falls Church, Virginia	$407K	-$470K	10	0.16%	Reduced
2925	DII Domini Impact Investments New York	$402K	-$15.8K	1	12.86%	Reduced