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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
2276	BCA Benchmark Capital Advisors New York	$584K	-$903K	2	0.42%	Reduced
2277	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$579K	+$265K	1	0.58%	Increased
2278	GIM Greylin Investment Management Orange, Virginia	$579K	+$30.5K	2	0.29%	Increased
2279	WRM Weybosset Research & Management Province, Rhode Island	$578K	+$216K	2	0.43%	Increased
2280	DCM Dinsmore Capital Management Morristown, New Jersey	$573K	$0	1	0.24%	Maintained
2281	CCB Cutter & Co Brokerage Ballwin, Missouri	$569K	-$51.8K	1	0.25%	Reduced
2282	WA WealthTrust-Arizona Scottsdale, Arizona	$564K	-$9.48K	17	0.71%	Reduced
2283	GCIA Gabelli & Co Investment Advisers Rye, New York	$559K	$0	2	0.12%	Maintained
2284	BA Birinyi Associates Westport, Connecticut	$558K	+$97.1K	2	0.31%	Increased
2285	LCP Lombardia Capital Partners Pasadena, California	$541K	-$7.06M	1	0.02%	Reduced
2286	RVP Relative Value Partners Northbrook, Illinois	$539K	$0	1	0.08%	Maintained
2287	ASP Adams Street Partners Chicago, Illinois	$538K	+$469K	1	1.36%	New
2288	YL YCG LLC Austin, Texas	$538K	$0	2	0.24%	Maintained
2289	RGNCM R.G. Niederhoffer Capital Management New York	$536K	+$502K	2	3.31%	New
2290	Empirical Wealth Management Seattle, Washington	$531K	+$3.6K	1	0.17%	Increased
2291	RMC Regis Management Company Menlo Park, California	$526K	-$507K	1	0.17%	Reduced
2292	UBV United Bank (Virginia) Vienna, Virginia	$521K	+$28.2K	1	5.21%	Increased
2293	ESBC E.S. Barr & Co Lexington, Kentucky	$506K	+$254K	2	0.07%	Increased
2294	SIM Strategic Investment Management Arlington, Virginia	$506K	+$61.1K	3	0.1%	Increased
2295	RiverFront Investment Group Richmond, Virginia	$499K	-$4.72M	1	0.02%	Reduced
2296	SCM Summit Capital Management Seattle, Washington	$481K	+$484K	1	0.23%	New
2297	ZIG Zuckerman Investment Group Chicago, Illinois	$478K	$0	1	0.12%	Maintained
2298	DIP DT Investment Partners Chadds Ford, Pennsylvania	$472K	-$247K	1	0.19%	Reduced
2299	CAIMH Central Asset Investments & Management Holdings Hong Kong	$471K	+$21K	2	0.24%	Increased
2300	IWC Integrated Wealth Counsel Carmel, California	$471K	-$36K	4	0.34%	Reduced