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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
3126	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$893K	-$526K	1	0.65%	Reduced
3127	ECAM East Coast Asset Management Essex, Massachusetts	$889K	$0	1	0.25%	Maintained
3128	CCM Concourse Capital Management Atlanta, Georgia	$876K	-$1.59K	2	0.79%	Reduced
3129	BCM Beddow Capital Management Jackson, Wyoming	$875K	+$41.8K	1	0.55%	Increased
3130	PIA Pinion Investment Advisors Wichita, Kansas	$875K	+$48.7K	2	1.79%	Increased
3131	PO Private Ocean San Rafael, California	$870K	+$22K	15	0.22%	Increased
3132	SWMG Strategic Wealth Management Group Fulton, Maryland	$870K	-$2.02K	2	0.63%	Reduced
3133	BW Gestao de Investimentos Sao Paulo, Brazil	$867K	-$1.95M	1	0.33%	Reduced
3134	DAM DLD Asset Management New York	$863K	+$863K	1	0.04%	New
3135	CPC Congress Park Capital Saratoga Springs, New York	$862K	-$1.36M	2	0.72%	Reduced
3136	CCG Chatham Capital Group Savannah, Georgia	$859K	$0	1	0.22%	Maintained
3137	CPP Crow Point Partners Boston, Massachusetts	$856K	-$74.5K	3	0.12%	Reduced
3138	OFW Omnia Family Wealth Aventura, Florida	$856K	-$32K	1	0.62%	Reduced
3139	OMC Overbrook Management Corp New York	$855K	$0	1	0.21%	Maintained
3140	ACM AUA Capital Management Camp Hill, Pennsylvania	$854K	$0	7	0.69%	Maintained
3141	SH Svenska Handelsbanken Stockholm, Sweden	$853K	-$2.35M	1	1.02%	Reduced
3142	Larson Financial Group St Louis, Missouri	$850K	+$240K	16	0.56%	Increased
3143	BRF B. Riley Financial Los Angeles, California	$841K	+$47.4K	1	0.31%	Increased
3144	PCM Poehling Capital Management Madison, Wisconsin	$836K	$0	2	0.61%	Maintained
3145	LWA Lenox Wealth Advisors New York	$830K	+$183K	29	0.14%	Increased
3146	CST Charles Schwab Trust Henderson, Nevada	$829K	+$822K	2	0.39%	New
3147	WCG Weaver Consulting Group Huntington Beach, California	$827K	+$94K	18	0.44%	Increased
3148	CVM Cheviot Value Management Beverly Hills, California	$824K	+$1.52K	2	0.35%	Increased
3149	DWM Dorchester Wealth Management Montreal, Quebec, Canada	$821K	+$39.5K	2	0.24%	Increased
3150	GAM GQ Asset Management New York City, New York	$821K	+$14.3K	4	0.49%	Increased