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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	GC Gibson Capital Wexford, Pennsylvania	$260K	$0	1	0.09%	Maintained
3002	GCM Gladstone Capital Management London, United Kingdom	$259K	-$2.19M	1	0.18%	Reduced
3003	LFR Lehman Financial Resources Media, Pennsylvania	$259K	+$252K	1	0.13%	New
3004	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$259K	-$719K	1	0.19%	Reduced
3005	DPA Delphi Private Advisors San Diego, California	$251K	-$73.7K	4	0.73%	Reduced
3006	Financial Engines Advisors Santa Clara, California	$250K	+$213K	3	0.01%	Increased
3007	VAM Verity Asset Management Durham, North Carolina	$249K	-$322K	1	0.19%	Reduced
3008	BC Barnett & Company Chattanooga, Tennessee	$244K	+$70K	4	0.12%	Increased
3009	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$242K	+$187K	1	0.2%	New
3010	MRI Mad River Investors Boston, Massachusetts	$241K	-$991K	1	0.26%	Reduced
3011	PA Parkside Advisors Berkeley, California	$241K	-$309K	1	0.17%	Reduced
3012	SP Steelhead Partners Seattle, Washington	$240K	-$5.73M	1	0.02%	Reduced
3013	IOOF Independent Order of Foresters Toronto, Ontario, Canada	$239K	$0	1	0.2%	Maintained
3014	SSA South Street Advisors New York	$239K	$0	1	0.05%	Maintained
3015	ACM AlphaStar Capital Management Cornelius, North Carolina	$237K	+$234K	1	0.24%	New
3016	IA Independence Advisors Wayne, Pennsylvania	$234K	$0	1	0.09%	Maintained
3017	SFG StrategIQ Financial Group Merrillville, Indiana	$234K	$0	1	0.09%	Maintained
3018	PCM Peak Capital Management Greenwood Village, Colorado	$233K	-$1.92M	1	0.16%	Reduced
3019	ACM Academy Capital Management Waco, Texas	$228K	$0	1	0.06%	Maintained
3020	DK Darrell & King Charlottesville, Virginia	$228K	+$213K	1	0.03%	New
3021	JC Jentner Corp Akron, Ohio	$225K	$0	1	0.21%	Maintained
3022	RCA Rex Capital Advisors Providence, Rhode Island	$225K	+$4.1K	1	0.18%	Increased
3023	BWM BigSur Wealth Management Miami, Florida	$224K	+$209K	1	0.23%	New
3024	WA WP Advisors San Francisco, California	$223K	-$18.2K	1	0.17%	Reduced
3025	CCA Clearwater Capital Advisors Hoffman Estates, Illinois	$222K	-$15.3K	1	0.05%	Reduced