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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
3201	BW Biegel & Waller Columbia, Maryland	$663K	+$181K	3	0.37%	Increased
3202	CL CIM LLC Albany, New York	$662K	-$203K	1	0.23%	Reduced
3203	KFS Kelly Financial Services Braintree, Massachusetts	$661K	+$9.24K	21	0.6%	Increased
3204	ZIG Zuckerman Investment Group Chicago, Illinois	$658K	$0	1	0.16%	Maintained
3205	RCC Red Cedar Capital Omaha, Nebraska	$657K	+$49	2	0.54%	Increased
3206	IDA Intelligence Driven Advisers Carlsbad, California	$655K	-$41.4K	2	0.31%	Reduced
3207	MUAMU Mitsubishi UFJ Asset Management (UK) London, United Kingdom	$655K	-$299K	1	0.31%	Reduced
3208	SIM Stratos Investment Management Beachwood, Ohio	$654K	+$81.3K	1	0.37%	Increased
3209	PP PDS Planning Dublin, Ohio	$652K	+$38.2K	4	0.45%	Increased
3210	PSC Prentiss Smith & Co Brattleboro, Vermont	$651K	$0	1	0.44%	Maintained
3211	DM Diker Management New York	$647K	$0	1	0.42%	Maintained
3212	BPM Blue Pool Management Causeway Bay, Hong Kong	$643K	-$10M	1	0.25%	Reduced
3213	SVI Strategic Vision Investment Hong Kong	$643K	+$678K	1	0.43%	New
3214	PL Parkwood LLC Cleveland, Ohio	$638K	-$556K	1	0.13%	Reduced
3215	SP Steelhead Partners Seattle, Washington	$638K	-$947K	1	0.06%	Reduced
3216	SFP Shepherd Financial Partners Winchester, Massachusetts	$631K	+$30.7K	2	0.16%	Increased
3217	PWS Paragon Wealth Strategies Jacksonville, Florida	$623K	+$169K	1	0.33%	Increased
3218	NVIM New Vernon Investment Management Highland Park, Illinois	$622K	$0	1	1.3%	Maintained
3219	QFA Quattro Financial Advisors The Woodlands, Texas	$622K	-$939K	2	0.19%	Reduced
3220	NFP Narus Financial Partners Salt Lake City, Utah	$610K	+$4.06K	2	0.45%	Increased
3221	CCM Coe Capital Management Highland Park, Illinois	$610K	+$25.5K	1	0.68%	Increased
3222	NWA New World Advisors Hingham, Massachusetts	$608K	$0	1	0.41%	Maintained
3223	NF Nikulski Financial Bettendorf, Iowa	$604K	+$292K	2	0.5%	Increased
3224	BIA BHK Investment Advisors Birmingham, Alabama	$600K	+$7.62K	1	0.35%	Increased
3225	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$598K	$0	1	1.97%	Maintained