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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
3226	BFIC Bedell Frazier Investment Counselling Walnut Creek, California	$593K	+$17.7K	2	0.23%	Increased
3227	WLIM White Lighthouse Investment Management Bedford, Massachusetts	$591K	$0	2	0.24%	Maintained
3228	GEM Global Endowment Management Charlotte, North Carolina	$588K	-$4.16M	2	0.05%	Reduced
3229	SG Strid Group Newtown Square, Pennsylvania	$588K	$0	1	0.2%	Maintained
3230	MA MANA Advisors New York	$587K	-$610K	3	2.49%	Reduced
3231	EWA ERTS Wealth Advisors Marquette, Michigan	$586K	-$73.3K	2	0.3%	Reduced
3232	MAM Marquette Asset Management Minneapolis, Minnesota	$584K	+$93.5K	10	0.2%	Increased
3233	BC Barnett & Company Chattanooga, Tennessee	$582K	-$57.2K	11	0.34%	Reduced
3234	BMCM Bryn Mawr Capital Management Philadelphia, Pennsylvania	$579K	-$15.4K	2	0.48%	Reduced
3235	NC Numen Capital London, United Kingdom	$577K	-$2.6M	1	1.3%	Reduced
3236	FFG Ford Financial Group Fresno, California	$574K	+$53.8K	2	0.37%	Increased
3237	EI Ellevest Inc New York	$573K	+$35.4K	24	0.2%	Increased
3238	PWM PRW Wealth Management Quincy, Massachusetts	$568K	+$1.18K	1	0.69%	Increased
3239	SFA Semmax Financial Advisors Winston Salem, North Carolina	$567K	-$99.5K	9	0.34%	Reduced
3240	SP Summit Partners Boston, Massachusetts	$566K	$0	1	0.11%	Maintained
3241	DOA D'Orazio & Associates Falls Church, Virginia	$565K	-$1.12K	10	0.18%	Reduced
3242	FM Family Management New York	$565K	-$69.1K	1	0.21%	Reduced
3243	Michael & Susan Dell Foundation New York	$562K	+$562K	1	0.53%	New
3244	JIP JBJ Investment Partners Charleston, South Carolina	$560K	$0	2	0.19%	Maintained
3245	TA Trellis Advisors Ellensburg, Washington	$560K	-$6.02K	1	0.47%	Reduced
3246	Alesco Advisors Pittsford, New York	$557K	-$19.7K	2	0.03%	Reduced
3247	AJ Ashburton (Jersey) St Helier, Jersey	$556K	+$48.6K	4	0.27%	Increased
3248	CCM Canal Capital Management Richmond, Virginia	$556K	+$286K	2	0.33%	Increased
3249	PC Permanens Capital New York	$556K	-$341K	2	0.16%	Reduced
3250	TI TTP Investments San Jose, California	$544K	$0	1	0.6%	Maintained