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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
3401	HCIA Hochman Cole Investment Advisors Deerfield, Illinois	$294K	-$1.51K	1	0.18%	Reduced
3402	PWS Paragon Wealth Strategies Jacksonville, Florida	$291K	+$275K	1	0.17%	New
3403	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$289K	+$272K	19	0.25%	New
3404	ACR Alpine Capital Research St. Louis, Missouri	$286K	+$254	1	0.01%	Increased
3405	CCM Canal Capital Management Richmond, Virginia	$283K	-$1.63M	1	0.18%	Reduced
3406	MFP Meridian Financial Partners Warrenton, Virginia	$282K	+$4.1K	1	0.32%	Increased
3407	CA Crewe Advisors Salt Lake City, Utah	$279K	-$164K	6	0.09%	Reduced
3408	SFWC Strategic Family Wealth Counselors Fairfield, New Jersey	$278K	$0	1	0.22%	Maintained
3409	NCM Next Capital Management New York	$274K	-$20K	4	0.23%	Reduced
3410	AJ Ashburton (Jersey) St Helier, Jersey	$273K	$0	2	0.14%	Maintained
3411	ACM Academy Capital Management Waco, Texas	$272K	-$27.9K	1	0.06%	Reduced
3412	SIS Sound Income Strategies Ft Lauderdale, Florida	$272K	-$44.6K	27	0.12%	Reduced
3413	TCM Towercrest Capital Management Newtown, Pennsylvania	$271K	$0	1	0.08%	Maintained
3414	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$266K	$0	1	0.04%	Maintained
3415	RR Robotti Robert	$265K	-$454K	1	0.09%	Reduced
3416	WCAMG Woodard & Company Asset Management Group Bermuda Run, North Carolina	$264K	$0	1	2.22%	Maintained
3417	BO Bach Option Wanchai, Hong Kong	$261K	-$2.01M	1	0.11%	Reduced
3418	IOOF Independent Order of Foresters Toronto, Ontario, Canada	$259K	-$1.37K	1	0.25%	Reduced
3419	NF Nikulski Financial Bettendorf, Iowa	$258K	+$240K	1	0.25%	New
3420	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$258K	+$69.5K	7	0.17%	Increased
3421	CW Cabot-Wellington Boston, Massachusetts	$257K	$0	1	0.18%	Maintained
3422	PA Prism Advisors Studio City, California	$257K	+$249K	1	0.15%	New
3423	ECM Engine Capital Management New York	$253K	$0	1	0.17%	Maintained
3424	RAM Riggs Asset Management Dallas, Pennsylvania	$253K	-$6.54M	5	0.17%	Reduced
3425	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$253K	-$21.4K	1	0.21%	Reduced