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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
3076	DCM Dynamic Capital Management St. Helier, Jersey	$870K	-$769K	3	1.39%	Reduced
3077	FBT First Bank & Trust Brookings, South Dakota	$863K	-$58K	5	0.66%	Reduced
3078	AWW Alan W. Weber	$857K	$0	2	0.35%	Maintained
3079	RCG Ruggie Capital Group Tavares, Florida	$849K	-$90.2K	9	0.43%	Reduced
3080	LWM Lyons Wealth Management Winter Park, Florida	$845K	-$1.49M	1	1.21%	Reduced
3081	PV Private Vista Chicago, Illinois	$837K	+$215K	3	0.19%	Increased
3082	Valmark Advisers Akron, Ohio	$836K	+$30.2K	3	0.02%	Increased
3083	NIS National Investment Services Milwaukee, Wisconsin	$832K	-$1.96K	1	0.78%	Reduced
3084	CCG Chatham Capital Group Savannah, Georgia	$824K	-$5.31K	1	0.22%	Reduced
3085	PCC Park Circle Company Baltimore, Maryland	$824K	$0	4	0.54%	Maintained
3086	WCM Weatherstone Capital Management Denver, Colorado	$823K	-$963K	2	0.66%	Reduced
3087	DDC Daniel Devine & Co Parkland, Florida	$820K	-$211K	1	0.66%	Reduced
3088	PSC Prentiss Smith & Co Brattleboro, Vermont	$820K	-$200K	6	0.5%	Reduced
3089	PO Private Ocean San Rafael, California	$813K	-$136K	9	0.38%	Reduced
3090	AIS American Investment Services Great Barrington, Massachusetts	$808K	+$2.44K	2	0.28%	Increased
3091	CCC Cincinnati Casualty Company Fairfield, Ohio	$801K	$0	1	0.72%	Maintained
3092	FWCM First Western Capital Management Los Angeles, California	$800K	-$239K	2	3.62%	Reduced
3093	PL Parkwood LLC Cleveland, Ohio	$797K	-$219K	1	0.13%	Reduced
3094	AWA Acorn Wealth Advisors Grand Blanc, Michigan	$794K	-$33.6K	10	0.68%	Reduced
3095	ACM AUA Capital Management Camp Hill, Pennsylvania	$794K	-$26.4K	7	0.69%	Reduced
3096	SAM Summit Asset Management Memphis, Tennessee	$794K	$0	2	0.38%	Maintained
3097	BO Bach Option Wanchai, Hong Kong	$793K	+$827K	3	0.38%	New
3098	CA Centerpoint Advisors Needham, Massachusetts	$793K	-$92.5K	12	0.66%	Reduced
3099	CCM Concourse Capital Management Atlanta, Georgia	$790K	-$673K	1	0.48%	Reduced
3100	CA Crewe Advisors Salt Lake City, Utah	$787K	-$100K	7	0.73%	Reduced