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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
3001	CA Continuum Advisory Eagle, Idaho	$224K	+$238K	1	0.22%	New
3002	ABA American Beacon Advisors Irving, Texas	$220K	+$11.2K	3	2.81%	Increased
3003	JWM Janiczek Wealth Management Denver, Colorado	$220K	$0	1	0.13%	Maintained
3004	KC Kingfisher Capital Charlotte, North Carolina	$215K	$0	1	0.15%	Maintained
3005	CPP Crow Point Partners Boston, Massachusetts	$214K	-$685K	3	0.04%	Reduced
3006	SSA South Street Advisors New York	$212K	$0	1	0.07%	Maintained
3007	CAM Concorde Asset Management Ann Arbor, Michigan	$211K	+$186K	1	0.28%	New
3008	IOOF Independent Order of Foresters Toronto, Ontario, Canada	$211K	-$10.4K	1	0.18%	Reduced
3009	RCA Rex Capital Advisors Providence, Rhode Island	$209K	+$207K	1	0.17%	New
3010	APCM Arbiter Partners Capital Management New York	$208K	+$200K	1	0.03%	New
3011	OHS Odey Holdings (Switzerland) Zurich, Switzerland, Switzerland	$206K	+$24.6K	2	14.86%	Increased
3012	HRT Financial New York	$205K	-$1.45M	1	0.32%	Reduced
3013	ACM Academy Capital Management Waco, Texas	$202K	$0	1	0.06%	Maintained
3014	CCA Clearwater Capital Advisors Hoffman Estates, Illinois	$202K	+$7.84K	1	0.05%	Increased
3015	LBG Lloyds Banking Group London, United Kingdom	$202K	-$17.8K	2	1.96%	Reduced
3016	BFIC Bedell Frazier Investment Counselling Walnut Creek, California	$200K	-$31K	1	0.07%	Reduced
3017	AFIA America First Investment Advisors Omaha, Nebraska	$198K	-$13.3K	4	0.07%	Reduced
3018	CAL Capital Advisors Ltd Shaker Heights, Ohio	$187K	$0	5	0.07%	Maintained
3019	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$187K	+$87.4K	4	0.24%	Increased
3020	AIP Ahrens Investment Partners Lafayette, Louisiana	$184K	$0	1	0.08%	Maintained
3021	BCA Benchmark Capital Advisors New York	$178K	$0	1	0.14%	Maintained
3022	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$168K	-$14K	7	0.06%	Reduced
3023	CFG CKW Financial Group Honolulu, Hawaii	$161K	-$61K	5	0.04%	Reduced
3024	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$157K	-$2.9M	1	1.49%	Reduced
3025	BC Barnett & Company Chattanooga, Tennessee	$154K	+$110K	3	0.07%	Increased