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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
3101	ZIG Zuckerman Investment Group Chicago, Illinois	$787K	$0	1	0.18%	Maintained
3102	VAM Verity Asset Management Durham, North Carolina	$786K	-$733K	2	0.71%	Reduced
3103	Klingman & Associates New York	$784K	$0	1	0.17%	Maintained
3104	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$781K	+$26K	9	0.21%	Increased
3105	RCC Red Cedar Capital Omaha, Nebraska	$776K	$0	2	0.7%	Maintained
3106	DM Diker Management New York	$774K	$0	1	0.28%	Maintained
3107	SM SG3 Management Dorado, Puerto Rico	$772K	+$947K	1	0.18%	New
3108	AAC Acorn Advisory Capital New York	$771K	-$268K	2	0.91%	Reduced
3109	NWS Newport Wealth Strategies Irvine, California	$766K	+$71.3K	1	0.89%	Increased
3110	SA SRH Advisors Salina, Kansas	$766K	+$26.3K	7	2.87%	Increased
3111	FA Fortis Advisors Wayne, Pennsylvania	$752K	+$155K	11	0.43%	Increased
3112	B Bellecapital Zurich, Switzerland	$751K	+$178K	2	0.54%	Increased
3113	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$747K	-$71.5K	2	0.64%	Reduced
3114	WRBC W.R. Berkley Corp Greenwich, Connecticut	$747K	-$321K	1	0.1%	Reduced
3115	NFGCM Norman Fields Gottscho Capital Management New York	$736K	$0	2	0.39%	Maintained
3116	SM Southport Management Wilson, Wyoming	$736K	-$1.06M	2	3.64%	Reduced
3117	GAG GM Advisory Group Melville, New York	$733K	+$12.1K	2	0.22%	Increased
3118	LCM Lucas Capital Management Red Bank, New Jersey	$732K	-$28.4K	2	0.69%	Reduced
3119	CCM Corsair Capital Management New York	$730K	+$246K	1	0.16%	Increased
3120	RVPG Relative Value Partners Group	$721K	-$112K	1	0.08%	Reduced
3121	WLIM White Lighthouse Investment Management Bedford, Massachusetts	$721K	$0	2	0.4%	Maintained
3122	LFA Landmark Financial Advisors Bowling Green, Kentucky	$716K	-$1.79K	2	0.44%	Reduced
3123	UWM USAdvisors Wealth Management Eden Prairie, Minnesota	$703K	-$115K	2	0.53%	Reduced
3124	BCM Beddow Capital Management Jackson, Wyoming	$687K	+$189K	1	0.29%	Increased
3125	SAMC Spectrum Asset Management (California) Newport Beach, California	$682K	-$245K	1	0.6%	Reduced