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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
3176	KHLMTHM Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel	$752K	+$1.08M	1	0.75%	New
3177	RCC Red Cedar Capital Omaha, Nebraska	$751K	+$47	2	0.73%	Increased
3178	DM Diker Management New York	$750K	$0	1	0.32%	Maintained
3179	RAG Roof Advisory Group Harrisburg, Pennsylvania	$746K	+$744K	1	0.53%	New
3180	SAM Summit Asset Management Memphis, Tennessee	$746K	$0	2	0.42%	Maintained
3181	JFM Jackson Financial Management Costa Mesa, California	$734K	-$649K	1	0.81%	Reduced
3182	WGA Weather Gauge Advisory Williamsburg, Virginia	$734K	+$732K	1	0.8%	New
3183	Circle Wealth Management Summit, New Jersey	$728K	-$259K	2	0.27%	Reduced
3184	TIM Triad Investment Management Newport Beach, California	$719K	+$768K	1	0.94%	New
3185	B Bellecapital Zurich, Switzerland	$717K	+$15K	2	0.51%	Increased
3186	WA Wambolt & Associates Littleton, Colorado	$714K	+$719K	2	0.79%	New
3187	VDBMI Van Den Berg Management I Austin, Texas	$710K	+$817K	1	0.11%	New
3188	TWM Titus Wealth Management Larskpur, California	$706K	-$2.76K	2	0.6%	Reduced
3189	PRC Pearl River Capital Niles, Michigan	$705K	+$801K	29	3.26%	New
3190	SFG StrategIQ Financial Group Merrillville, Indiana	$704K	-$55.1K	2	0.24%	Reduced
3191	GAG GM Advisory Group Melville, New York	$699K	$0	2	0.26%	Maintained
3192	TA TCG Advisors Austin, Texas	$699K	+$698K	1	0.71%	New
3193	LFA Landmark Financial Advisors Bowling Green, Kentucky	$696K	+$1.33K	2	0.46%	Increased
3194	ACM AUA Capital Management Camp Hill, Pennsylvania	$691K	$0	7	0.63%	Maintained
3195	Klingman & Associates New York	$690K	$0	1	0.16%	Maintained
3196	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$688K	+$718K	16	0.55%	New
3197	WLIM White Lighthouse Investment Management Bedford, Massachusetts	$687K	+$140	2	0.38%	Increased
3198	RR Robotti Robert	$683K	$0	2	0.27%	Maintained
3199	RVPG Relative Value Partners Group	$680K	$0	1	0.08%	Maintained
3200	CAL Capital Advisors Ltd Shaker Heights, Ohio	$678K	-$12.3K	7	0.2%	Reduced