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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
2926	CW Cabot-Wellington Boston, Massachusetts	$401K	$0	1	0.24%	Maintained
2927	BRC Bell Rock Capital Rehoboth Beach, Delaware	$399K	+$1.23K	7	0.37%	Increased
2928	WMG WESCAP Management Group Glendale, California	$397K	-$117K	1	0.19%	Reduced
2929	VAM Verity Asset Management Durham, North Carolina	$390K	+$395K	1	0.32%	New
2930	MIM Midwest Investment Management Cleveland, Ohio	$387K	$0	1	0.33%	Maintained
2931	EDRIA Edmonds Duncan Registered Investment Advisors Lawrence, Kansas	$381K	$0	1	0.2%	Maintained
2932	LCM Legato Capital Management San Francisco, California	$381K	-$43.4K	5	0.46%	Reduced
2933	NA Nottingham Advisors Amherst, New York	$372K	+$69.3K	1	0.06%	Increased
2934	B Bridgeworth Birmingham, Alabama	$369K	+$52.6K	1	0.19%	Increased
2935	TIM Tortoise Investment Management White Plains, New York	$369K	-$27.2K	11	0.12%	Reduced
2936	ZF Zhang Financial Portage, Michigan	$367K	+$18.9K	1	0.18%	Increased
2937	PHK Point72 Hong Kong Hong Kong	$366K	-$2.75M	26	0.48%	Reduced
2938	RR Robotti Robert	$365K	$0	1	0.11%	Maintained
2939	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$364K	-$64.4K	6	0.24%	Reduced
2940	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$362K	-$29.9K	4	0.17%	Reduced
2941	FWM FFT Wealth Management Philadelphia, Pennsylvania	$362K	-$420K	1	0.11%	Reduced
2942	MAS Managed Account Services Coconut Grove, Florida	$361K	$0	1	0.27%	Maintained
2943	AS Arxis Securities New York	$358K	+$346K	1	1.92%	New
2944	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$356K	+$45.8K	4	0.16%	Increased
2945	G Gainplan Bloomfield Hills, Michigan	$353K	+$346K	1	0.23%	New
2946	FAM Flaharty Asset Management Clearwater, Florida	$346K	+$346K	1	0.22%	New
2947	KCM KSA Capital Management Morristown, New Jersey	$344K	+$348K	1	0.32%	New
2948	SCA Sippican Capital Advisors Boston, Massachusetts	$344K	-$160K	1	0.37%	Reduced
2949	HC Hillman Company Pittsburgh, Pennsylvania	$337K	+$351K	1	0.1%	New
2950	Miracle Mile Advisors Los Angeles, California	$332K	-$187K	1	0.06%	Reduced