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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
3051	FBT First Bank & Trust Brookings, South Dakota	$857K	-$13.1K	5	0.64%	Reduced
3052	CA Centerpoint Advisors Needham, Massachusetts	$850K	-$9K	8	0.67%	Reduced
3053	ZIG Zuckerman Investment Group Chicago, Illinois	$843K	$0	1	0.18%	Maintained
3054	SFC SYM Financial Corp Winona Lake, Indiana	$837K	+$273K	2	0.47%	Increased
3055	PO Private Ocean San Rafael, California	$832K	-$24.7K	7	0.37%	Reduced
3056	SMH Sanders Morris Harris Houston, Texas	$830K	+$326K	3	0.39%	Increased
3057	DM Diker Management New York	$829K	$0	1	0.29%	Maintained
3058	FWCM First Western Capital Management Los Angeles, California	$829K	-$36.1K	2	3.73%	Reduced
3059	RCC Red Cedar Capital Omaha, Nebraska	$828K	$0	2	0.73%	Maintained
3060	VAM Verity Asset Management Durham, North Carolina	$828K	+$31.9K	2	0.82%	Increased
3061	EWF Epstein & White Financial San Diego, California	$821K	-$265K	2	0.54%	Reduced
3062	LWA Lenox Wealth Advisors New York	$819K	+$266K	11	0.17%	Increased
3063	SA SRH Advisors Salina, Kansas	$817K	+$7.3K	7	2.8%	Increased
3064	SFG StrategIQ Financial Group Merrillville, Indiana	$816K	+$163K	2	0.26%	Increased
3065	Klingman & Associates New York	$814K	$0	1	0.17%	Maintained
3066	PSC Prentiss Smith & Co Brattleboro, Vermont	$812K	+$10.6K	8	0.46%	Increased
3067	RR Robotti Robert	$806K	-$325K	2	0.21%	Reduced
3068	SAM Summit Asset Management Memphis, Tennessee	$799K	-$17K	2	0.37%	Reduced
3069	AIS American Investment Services Great Barrington, Massachusetts	$798K	+$2.68K	2	0.27%	Increased
3070	IGGA Iron Gate Global Advisors Nsl, Utah	$798K	+$652K	4	0.52%	Increased
3071	SIA Starfire Investment Advisers Southfield, Michigan	$795K	-$163K	3	0.39%	Reduced
3072	LWM Lyons Wealth Management Winter Park, Florida	$787K	-$36.6K	1	1.56%	Reduced
3073	CCG Chatham Capital Group Savannah, Georgia	$784K	$0	1	0.2%	Maintained
3074	Xponance Philadelphia, Pennsylvania	$784K	+$736K	1	0.26%	New
3075	AEPG American Economic Planning Group Warren, New Jersey	$781K	+$187K	3	0.28%	Increased