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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
2951	NVIM New Vernon Investment Management Highland Park, Illinois	$405K	$0	1	0.45%	Maintained
2952	DSN D. Scott Neal Lexington, Kentucky	$403K	-$645K	7	0.24%	Reduced
2953	WMG WESCAP Management Group Glendale, California	$400K	-$3.55K	1	0.18%	Reduced
2954	BM Brandywine Managers Hockessin, Delaware	$391K	+$398K	2	0.11%	New
2955	Weiss Asset Management Boston, Massachusetts	$388K	-$3.17M	1	0.04%	Reduced
2956	CW Cabot-Wellington Boston, Massachusetts	$384K	$0	1	0.22%	Maintained
2957	FAM Flaharty Asset Management Clearwater, Florida	$381K	+$340K	1	0.2%	Increased
2958	BHTS Bar Harbor Trust Services Ellsworth, Maine	$378K	+$62.2K	1	0.2%	Increased
2959	BJ Brouwer & Janachowski Mill Valley, California	$374K	$0	1	0.07%	Maintained
2960	EAMA EFG Asset Management (Americas) Miami, Florida	$367K	+$30.7K	1	0.14%	Increased
2961	IWMA Ironwood Wealth Management (Arizona) Chandler, Arizona	$365K	+$341K	2	0.34%	New
2962	BMCM Bryn Mawr Capital Management Philadelphia, Pennsylvania	$362K	+$15.1K	1	0.38%	Increased
2963	CFIA Cantor Fitzgerald Investment Advisors New York	$359K	+$5.61K	1	0.04%	Increased
2964	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$357K	+$284	6	0.2%	Increased
2965	RPG Risk Paradigm Group Austin, Texas	$351K	-$203K	3	0.43%	Reduced
2966	AEPG American Economic Planning Group Warren, New Jersey	$344K	+$115K	1	0.13%	Increased
2967	CA Continuum Advisory Eagle, Idaho	$334K	+$75.4K	1	0.29%	Increased
2968	AF Aldebaran Financial	$333K	+$675	1	0.23%	Increased
2969	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$332K	-$8.28K	1	0.05%	Reduced
2970	ZF Zhang Financial Portage, Michigan	$332K	$0	1	0.17%	Maintained
2971	FCA Florence Capital Advisors New York	$329K	+$49.9K	2	0.36%	Increased
2972	ESBC E.S. Barr & Co Lexington, Kentucky	$325K	$0	1	0.03%	Maintained
2973	CAM Concorde Asset Management Ann Arbor, Michigan	$323K	+$57.7K	1	0.28%	Increased
2974	TAM Trust Asset Management Houston, Texas	$323K	$0	1	0.12%	Maintained
2975	ACM Alta Capital Management Salt Lake City, Utah	$320K	$0	1	0.02%	Maintained