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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	2L 22NW LP Seattle, Washington	$774K	-$3M	1	0.42%	Reduced
3077	CCC Cincinnati Casualty Company Fairfield, Ohio	$773K	$0	1	0.64%	Maintained
3078	CVM Cheviot Value Management Beverly Hills, California	$772K	-$259K	1	0.36%	Reduced
3079	CAL Capital Advisors Ltd Shaker Heights, Ohio	$770K	+$554K	8	0.22%	Increased
3080	DA DSC Advisors Chicago, Illinois	$770K	+$259K	3	0.1%	Increased
3081	LFR Lehman Financial Resources Media, Pennsylvania	$769K	+$210K	3	0.36%	Increased
3082	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$765K	+$16.2K	2	0.6%	Increased
3083	NFGCM Norman Fields Gottscho Capital Management New York	$764K	$0	2	0.38%	Maintained
3084	GC Gilbert & Cook West Des Moines, Iowa	$755K	+$135K	3	0.23%	Increased
3085	NIS National Investment Services Milwaukee, Wisconsin	$753K	-$84.3K	1	0.74%	Reduced
3086	AWW Alan W. Weber	$752K	$0	2	0.29%	Maintained
3087	ACM AUA Capital Management Camp Hill, Pennsylvania	$750K	$0	7	0.59%	Maintained
3088	FA Fortis Advisors Wayne, Pennsylvania	$746K	-$90.1K	11	0.42%	Reduced
3089	B Bellecapital Zurich, Switzerland	$743K	+$61.6K	2	0.49%	Increased
3090	TWM Titus Wealth Management Larskpur, California	$742K	-$407K	2	0.64%	Reduced
3091	LFA Landmark Financial Advisors Bowling Green, Kentucky	$736K	+$10.8K	2	0.44%	Increased
3092	BFG Barber Financial Group Lenexa, Kansas	$734K	+$15.5K	1	0.18%	Increased
3093	GAG GM Advisory Group Melville, New York	$729K	$0	2	0.23%	Maintained
3094	LOAMU Lombard Odier Asset Management (USA) New York	$725K	-$9.4M	2	0.05%	Reduced
3095	WLIM White Lighthouse Investment Management Bedford, Massachusetts	$716K	$0	2	0.37%	Maintained
3096	MWP Moller Wealth Partners	$713K	$0	2	0.31%	Maintained
3097	LWIC Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada	$712K	+$732K	1	0.21%	New
3098	QVR San Francisco, California	$709K	+$11.9K	1	0.09%	Increased
3099	SM SG3 Management Dorado, Puerto Rico	$709K	-$42.1K	1	0.11%	Reduced
3100	SVCP Silicon Valley Capital Partners San Jose, California	$708K	+$184K	2	0.3%	Increased