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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
2251	BFA Beaumont Financial Advisors Needham, Massachusetts	$3.21M	-$3.67M	4	0.51%	Reduced
2252	VCM Venator Capital Management Toronto, Ontario, Canada	$3.2M	+$2.23M	1	2.11%	New
2253	KIG Kessler Investment Group Columbus, Indiana	$3.19M	+$481K	5	4.62%	Increased
2254	AMG Advisors Management Group La Crosse, Wisconsin	$3.19M	-$20.1K	2	2.12%	Reduced
2255	CC Cadinha & Co Honolulu, Hawaii	$3.16M	+$340K	3	0.64%	Increased
2256	SFM Sphera Funds Management Tel Aviv, Israel	$3.16M	+$3.15M	1	0.52%	New
2257	TIA Tiemann Investment Advisors Menlo Park, California	$3.15M	+$358K	5	2.88%	Increased
2258	UFG United Fire Group Cedar Rapids, Iowa	$3.15M	$0	3	1.25%	Maintained
2259	MCWS McKinley Carter Wealth Services Wheeling, West Virginia	$3.15M	-$273	3	1.62%	Reduced
2260	WP WealthSource Partners San Luis Obispo, California	$3.15M	+$352K	7	1.15%	Increased
2261	AB Atlas Brown Louisville, Kentucky	$3.15M	+$158K	4	1.3%	Increased
2262	EDRE Edmond de Rothschild (Europe) Luxembourg	$3.14M	+$1.29M	9	1.26%	Increased
2263	CAM Chesapeake Asset Management New York	$3.13M	-$47.8K	4	2.83%	Reduced
2264	EP Edgestream Partners Princeton, New Jersey	$3.13M	+$2.09M	3	1.72%	Increased
2265	CIP Capital Insight Partners Scottsdale, Arizona	$3.12M	-$657K	2	3%	Reduced
2266	Choreo LLC Rockford, Illinois	$3.12M	+$1.28M	6	0.54%	Increased
2267	MIM Miller Investment Management West Conshohocken, Pennsylvania	$3.1M	-$10.2K	3	1.11%	Reduced
2268	PAM Peninsula Asset Management Bradenton, Florida	$3.09M	+$113K	1	2.37%	Increased
2269	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$3.08M	+$5.7K	13	0.64%	Increased
2270	CHP Cable Hill Partners Portland, Oregon	$3.08M	+$149K	32	2.21%	Increased
2271	IAM Ion Asset Management Herzliya, Israel	$3.07M	-$378K	3	1.4%	Reduced
2272	Empirical Wealth Management Seattle, Washington	$3.06M	+$944K	2	0.8%	Increased
2273	BCM Boltwood Capital Management Walnut Creek, California	$3.05M	+$33.1K	3	2.45%	Increased
2274	NEPWA New England Private Wealth Advisors Wellesley, Massachusetts	$3.04M	+$5.63K	3	1.09%	Increased
2275	FHC First Heartland Consultants Lake St. Louis, Missouri	$3.04M	+$621K	6	0.88%	Increased