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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	Weiss Asset Management Boston, Massachusetts	$698K	+$786K	1	0.05%	New
3102	DII Domini Impact Investments New York	$694K	$0	2	9.85%	Maintained
3103	KAM Kassirer Asset Management Toronto, Ontario, Canada	$693K	$0	1	0.45%	Maintained
3104	RVPG Relative Value Partners Group	$686K	$0	1	0.08%	Maintained
3105	CI Capital Innovations Pewaukee, Wisconsin	$681K	-$11.4K	1	1.66%	Reduced
3106	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$681K	+$201K	2	2.24%	Increased
3107	AP Advisors Preferred Rockville, Maryland	$680K	+$322K	2	0.3%	Increased
3108	LC Lincoln Capital Lincoln, Nebraska	$671K	+$5.3K	2	0.33%	Increased
3109	ML McAdam LLC Philadelphia, Pennsylvania	$661K	+$85.1K	17	0.24%	Increased
3110	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$648K	+$12.5K	2	0.41%	Increased
3111	MWA MFA Wealth Advisors Pittsburgh, Pennsylvania	$631K	+$33.3K	1	0.47%	Increased
3112	SCI Stableford Capital II Scottsdale, Arizona	$631K	-$29.6K	1	0.42%	Reduced
3113	TFCP Twin Focus Capital Partners Boston, Massachusetts	$629K	+$116K	2	0.32%	Increased
3114	KC KHP Capital Tulsa, Oklahoma	$628K	+$21.1K	5	0.38%	Increased
3115	FPGK Financial Partners Group (Kansas) Overland Park, Kansas	$627K	+$7.8K	1	0.41%	Increased
3116	RWM RKL Wealth Management Lancaster, Pennsylvania	$626K	-$37.6K	2	0.13%	Reduced
3117	VAIA Virtus Alternative Investment Advisers Hartford, Connecticut	$625K	+$621K	2	0.23%	New
3118	GCM Gladius Capital Management Chicago, Illinois	$623K	-$1.21M	2	0.06%	Reduced
3119	PCFFS Pacific Center for Financial Services San Ramon, California	$623K	-$27.4K	8	0.3%	Reduced
3120	CA Crewe Advisors Salt Lake City, Utah	$621K	-$201K	6	0.53%	Reduced
3121	ECM Ensemble Capital Management San Francisco, California	$621K	-$19.9M	1	0.1%	Reduced
3122	BCM Beddow Capital Management Jackson, Wyoming	$611K	-$123K	1	0.27%	Reduced
3123	BWP BSW Wealth Partners Boulder, Colorado	$609K	+$323K	2	0.23%	Increased
3124	CCM Corsair Capital Management New York	$604K	-$28.7K	1	0.14%	Reduced
3125	WAG Winthrop Advisory Group Boston, Massachusetts	$604K	+$296K	2	0.34%	Increased