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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
2326	MSP Madison Street Partners Denver, Colorado	$323K	+$288K	1	0.38%	New
2327	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$316K	-$190K	10	0.52%	Reduced
2328	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$315K	-$792K	1	0.22%	Reduced
2329	HHGA Halbert Hargrove Global Advisors Long Beach, California	$311K	-$98K	1	0.1%	Reduced
2330	SFG Sather Financial Group Victoria, Texas	$311K	-$11.5K	1	0.22%	Reduced
2331	SC Stratford Consulting Addison, Texas	$308K	-$8.15K	1	0.19%	Reduced
2332	KPCM Kings Point Capital Management Great Neck, New York	$306K	-$334K	7	0.12%	Reduced
2333	RCA Rex Capital Advisors Providence, Rhode Island	$305K	$0	1	0.33%	Maintained
2334	NIM Nexus Investment Management Toronto, Ontario, Canada	$295K	+$37.2K	1	0.06%	Increased
2335	ACM Avalon Capital Management Port Of Redwood City, California	$294K	-$38.6K	1	0.29%	Reduced
2336	BCM Beddow Capital Management Jackson, Wyoming	$293K	-$648K	1	0.09%	Reduced
2337	EWP Edmunds White Partners Richmond, Virginia	$293K	-$332K	1	0.49%	Reduced
2338	NFG Nadler Financial Group Deerfield, Illinois	$293K	-$622K	1	0.21%	Reduced
2339	PCM Polaris Capital Management Boston, Massachusetts	$292K	$0	1	0.06%	Maintained
2340	NFGCM Norman Fields Gottscho Capital Management New York	$287K	$0	1	0.22%	Maintained
2341	MAM Mark Asset Management New York	$286K	+$283K	3	0.09%	New
2342	MAM Marquette Asset Management Minneapolis, Minnesota	$285K	-$122K	1	0.13%	Reduced
2343	CHJWM Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas	$284K	-$396K	1	0.46%	Reduced
2344	DAL David A. Lorber	$283K	+$16K	1	0.52%	Increased
2345	Pathstone Family Office Englewood, New Jersey	$283K	-$372K	9	1.23%	Reduced
2346	GIM Greystone Investment Management Cincinnati, Ohio	$279K	-$8.62M	1	0.12%	Reduced
2347	SAM Summit Asset Management Memphis, Tennessee	$279K	+$3.5K	1	0.25%	Increased
2348	Signature Estate & Investment Advisors Los Angeles, California	$277K	+$267K	1	0.16%	New
2349	MCA Metropolitan Capital Advisors New York	$275K	$0	1	0.3%	Maintained
2350	HP HT Partners Centerbrook, Connecticut	$272K	+$274K	1	0.18%	New