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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
3151	AMCA Arthur M. Cohen & Associates Northbrook, Illinois	$912K	-$94K	2	0.31%	Reduced
3152	PC Permanens Capital New York	$910K	+$833K	2	0.26%	New
3153	JHCP Jackson Hole Capital Partners Tulsa, Oklahoma	$908K	-$335K	2	0.56%	Reduced
3154	EDRIA Edmonds Duncan Registered Investment Advisors Lawrence, Kansas	$907K	$0	2	0.37%	Maintained
3155	SCA Sippican Capital Advisors Boston, Massachusetts	$907K	-$9.78K	2	1.07%	Reduced
3156	WCWM Willow Creek Wealth Management Sebastopol, California	$902K	$0	3	0.43%	Maintained
3157	CAL Capital Advisors Ltd Shaker Heights, Ohio	$892K	+$52K	7	0.25%	Increased
3158	PIM Profit Investment Management North Bethesda, Maryland	$891K	$0	2	0.66%	Maintained
3159	BCM Beddow Capital Management Jackson, Wyoming	$880K	+$304K	1	0.51%	Increased
3160	PBT Pictet Bank & Trust Nassau, Bahamas	$880K	+$53.3K	1	0.39%	Increased
3161	SWMG Strategic Wealth Management Group Fulton, Maryland	$871K	+$54.2K	2	0.66%	Increased
3162	CI Capital Innovations Pewaukee, Wisconsin	$867K	-$32.5K	1	2.26%	Reduced
3163	SFA Stewardship Financial Advisors Stockbridge, Georgia	$865K	-$17.1K	1	0.37%	Reduced
3164	FFS Founders Financial Securities Towson, Maryland	$857K	+$395K	3	0.28%	Increased
3165	NQWM Northwest Quadrant Wealth Management Bend, Oregon	$855K	+$7.88K	2	0.39%	Increased
3166	HLA Hamilton Lane Advisors Conshohocken, Pennsylvania	$849K	-$845K	2	0.42%	Reduced
3167	CL CIM LLC Albany, New York	$848K	-$539K	2	0.29%	Reduced
3168	CA Continuum Advisory Eagle, Idaho	$845K	+$99	1	0.58%	Increased
3169	CPP Crow Point Partners Boston, Massachusetts	$844K	+$131K	3	0.14%	Increased
3170	AIP Almanack Investment Partners Wayne, Pennsylvania	$842K	+$312K	3	0.19%	Increased
3171	Check Capital Management Costa Mesa, California	$842K	-$52.5M	2	0.04%	Reduced
3172	GAM GQ Asset Management New York City, New York	$842K	+$97K	3	0.5%	Increased
3173	MUAMU Mitsubishi UFJ Asset Management (UK) London, United Kingdom	$842K	+$843K	1	0.37%	New
3174	AWW Alan W. Weber	$839K	$0	2	0.32%	Maintained
3175	SIA Strategic Investment Advisors Farmington Hills, Michigan	$837K	+$379K	3	0.46%	Increased