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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
2376	SAM SignalPoint Asset Management Springfield, Missouri	$2.71M	-$115K	4	1.22%	Reduced
2377	Moneta Group Investment Advisors St Louis, Missouri	$2.67M	-$136K	4	1.29%	Reduced
2378	Strategic Global Advisors Newport Beach, California	$2.66M	+$2.54M	5	2.37%	New
2379	JWBC J.W. Burns & Co Dewitt, New York	$2.65M	+$5.35K	4	0.87%	Increased
2380	Joel Isaacson & Co New York	$2.65M	+$13.4K	15	0.71%	Increased
2381	TIA Tiemann Investment Advisors Menlo Park, California	$2.6M	+$174	4	2.79%	Increased
2382	BW Bison Wealth Atlanta, Georgia	$2.59M	+$2.44M	5	1.96%	New
2383	OIMU Orbis Investment Management (US) San Francisco, California	$2.59M	+$2.55M	1	2.15%	New
2384	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$2.59M	+$225K	3	1.49%	Increased
2385	EAM Eclectica Asset Management London, United Kingdom	$2.58M	+$1.27M	1	6.13%	Increased
2386	SSIA Spero-Smith Investment Advisers Cleveland, Ohio	$2.57M	-$58.7K	1	2.92%	Reduced
2387	TM TigerShark Management New York	$2.57M	-$2.08M	2	2.6%	Reduced
2388	PWS Peloton Wealth Strategists Indianapolis, Indiana	$2.57M	$0	1	1.95%	Maintained
2389	KS Karpas Strategies Litchfield, Connecticut	$2.57M	$0	1	1.23%	Maintained
2390	Hudock Inc Williamsport, Pennsylvania	$2.55M	+$572K	9	1.18%	Increased
2391	Cahill Financial Advisors Edina, Minnesota	$2.55M	-$372K	2	1.97%	Reduced
2392	NVIM New Vernon Investment Management Highland Park, Illinois	$2.54M	-$3.34M	1	1.72%	Reduced
2393	PLP Pleasant Lake Partners Rincon, Puerto Rico	$2.52M	+$2.27M	1	1.99%	New
2394	FPFS First Personal Financial Services Charlotte, North Carolina	$2.5M	+$2.4M	13	1.46%	New
2395	MS Marshall & Sullivan Seattle, Washington	$2.5M	+$1.17K	1	3.1%	Increased
2396	LSCM LaSalle Street Capital Management Chicago, Illinois	$2.5M	+$2.25M	2	2.44%	New
2397	MRI Mad River Investors Boston, Massachusetts	$2.48M	-$7.42K	1	1.98%	Reduced
2398	GCM Glynn Capital Management Menlo Park, California	$2.47M	$0	2	0.87%	Maintained
2399	First Heartland Consultants Lake St. Louis, Missouri	$2.46M	+$264K	5	1.02%	Increased
2400	RCM Rotella Capital Management Bellevue, Washington	$2.46M	+$101K	10	2.13%	Increased