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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
3251	GCA Genesee Capital Advisors Auburn, New York	$549K	+$576K	1	0.9%	New
3252	BC Barnett & Company Chattanooga, Tennessee	$544K	+$150K	5	0.31%	Increased
3253	WRM Weybosset Research & Management Province, Rhode Island	$541K	+$32.5K	3	0.37%	Increased
3254	HCM Harvest Capital Management Concord, New Hampshire	$533K	-$283K	1	0.2%	Reduced
3255	HC Hamilton Capital Columbus, Ohio	$528K	+$508K	1	0.24%	New
3256	AEPG American Economic Planning Group Warren, New Jersey	$526K	-$230K	2	0.17%	Reduced
3257	CVM Cheviot Value Management Beverly Hills, California	$522K	-$243K	1	0.27%	Reduced
3258	APC Aspire Private Capital Cornelius, North Carolina	$518K	+$553K	21	0.3%	New
3259	WC Wynnefield Capital New York	$514K	$0	1	0.26%	Maintained
3260	SCM SkyTop Capital Management Rutherford, New Jersey	$513K	-$2.2M	1	0.69%	Reduced
3261	KC Kingfisher Capital Charlotte, North Carolina	$509K	-$474K	1	0.36%	Reduced
3262	SCG Sonata Capital Group Seattle, Washington	$509K	-$400K	1	0.41%	Reduced
3263	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$507K	-$170K	1	1.97%	Reduced
3264	PVAM Pacific View Asset Management San Francisco, California	$502K	-$1.05M	2	0.59%	Reduced
3265	CCM Coe Capital Management Highland Park, Illinois	$501K	-$893K	1	0.61%	Reduced
3266	PP PDS Planning Dublin, Ohio	$500K	+$183K	3	0.43%	Increased
3267	LWA Lenox Wealth Advisors New York	$499K	-$109K	9	0.11%	Reduced
3268	DA DSC Advisors Chicago, Illinois	$498K	-$243K	2	0.06%	Reduced
3269	SPL Smart Portfolios LLC Seattle, Washington	$498K	+$44.5K	7	0.38%	Increased
3270	CP Covenant Partners Nashville, Tennessee	$492K	+$580K	2	0.24%	New
3271	NFGCM Norman Fields Gottscho Capital Management New York	$486K	-$227K	1	0.29%	Reduced
3272	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$481K	-$6.68K	1	0.62%	Reduced
3273	BWM BigSur Wealth Management Miami, Florida	$478K	-$114K	1	0.34%	Reduced
3274	FSA Financial Sense Advisors San Diego, California	$476K	+$475K	1	0.3%	New
3275	LDFR Lehman & Derafelo Financial Resources Media, Pennsylvania	$471K	+$483K	3	0.23%	New