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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	CM Columbus Macro New Castle, Pennsylvania	$1.22M	+$1.22M	2	0.38%	New
3002	WCAMG Woodard & Company Asset Management Group Bermuda Run, North Carolina	$1.22M	+$1.2M	6	1.06%	New
3003	PBO Peoples Bank (Ohio) Marietta, Ohio	$1.22M	-$20.9K	3	0.7%	Reduced
3004	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$1.22M	-$12K	1	0.11%	Reduced
3005	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$1.22M	-$8.98M	1	0.05%	Reduced
3006	SBA Seven Bridges Advisors New York	$1.21M	$0	2	0.98%	Maintained
3007	RC Reik & Co New York	$1.18M	+$31.8K	3	0.38%	Increased
3008	VCP Vista Capital Partners Portland, Oregon	$1.18M	-$1.57K	1	0.27%	Reduced
3009	BWM Baystate Wealth Management Boston, Massachusetts	$1.17M	+$23.8K	17	0.17%	Increased
3010	Peconic Partners New York	$1.17M	$0	1	0.17%	Maintained
3011	TFO Tarbox Family Office Newport Beach, California	$1.17M	-$518	16	0.46%	Reduced
3012	CGL Clarius Group LLC Seattle, Washington	$1.16M	-$29K	1	0.52%	Reduced
3013	TIM Tortoise Investment Management White Plains, New York	$1.14M	-$13.4K	13	0.33%	Reduced
3014	BCA Benchmark Capital Advisors New York	$1.14M	+$960K	2	0.89%	Increased
3015	CA Capital Advantage Walnut Creek, California	$1.14M	-$23.9K	3	0.29%	Reduced
3016	LPC Loeb Partners Corp New York	$1.13M	-$292K	2	0.33%	Reduced
3017	FAG Financial Advisory Group Houston, Texas	$1.13M	+$206K	2	0.34%	Increased
3018	BWA Burt Wealth Advisors North Bethesda, Maryland	$1.12M	+$33.4K	8	0.69%	Increased
3019	TC Trilogy Capital Irvine, California	$1.11M	+$1.07M	2	0.18%	New
3020	NIM Nexus Investment Management Toronto, Ontario, Canada	$1.11M	$0	1	0.16%	Maintained
3021	HWP Hefty Wealth Partners Auburn, Indiana	$1.1M	+$22.9K	8	0.68%	Increased
3022	DWM Dorchester Wealth Management Montreal, Quebec, Canada	$1.1M	-$449K	3	0.35%	Reduced
3023	TNAM Terra Nova Asset Management New York	$1.1M	-$699K	1	1.91%	Reduced
3024	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$1.09M	+$169K	3	0.88%	Increased
3025	SIA Starfire Investment Advisers Southfield, Michigan	$1.09M	+$53.1K	3	0.88%	Increased