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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
2451	SignatureFD Atlanta, Georgia	$1.06M	-$620K	14	0.43%	Reduced
2452	CPO Cerity Partners OCIO New York	$1.05M	+$273K	3	0.17%	Increased
2453	BMM Buffington Mohr McNeal Boise, Idaho	$1.05M	$0	1	0.63%	Maintained
2454	ZL Zeke LP Berwyn, Pennsylvania	$1.05M	$0	1	1.41%	Maintained
2455	HCM Highlander Capital Management Short Hills, New Jersey	$1.04M	-$4.66K	5	0.98%	Reduced
2456	BRCM Bright Rock Capital Management Hanover, Massachusetts	$1.04M	+$996K	1	0.53%	New
2457	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$1.03M	+$1.01M	12	0.91%	New
2458	IOOF Independent Order of Foresters Toronto, Ontario, Canada	$1.02M	-$298K	2	0.94%	Reduced
2459	LWM Lenox Wealth Management Cincinnati, Ohio	$1.01M	+$132K	5	0.52%	Increased
2460	FA FCG Advisors Chatham, New Jersey	$1.01M	+$13.3K	3	0.71%	Increased
2461	Apollo Management Holdings New York	$1M	+$954K	1	0%	New
2462	GA GFS Advisors Houston, Texas	$1M	-$449	2	0.39%	Reduced
2463	CCMD Cypress Capital Management (Delaware) Greenville, Delaware	$994K	-$14.4M	1	0.31%	Reduced
2464	GEM Global Endowment Management Charlotte, North Carolina	$990K	$0	4	0.15%	Maintained
2465	OWIM Old West Investment Management Los Angeles, California	$978K	-$23.8K	1	0.61%	Reduced
2466	IAS INR Advisory Services Media, Pennsylvania	$975K	+$115K	1	0.22%	Increased
2467	QLMGAA QS Legg Mason Global Asset Allocation New York	$970K	-$149K	1	0.12%	Reduced
2468	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$966K	$0	1	0.3%	Maintained
2469	CCA Castle Creek Arbitrage Avon, Colorado	$962K	-$607K	1	0.05%	Reduced
2470	QAM Quantres Asset Management Cayman, Cayman Islands	$961K	+$971K	3	1.13%	New
2471	NEIRG New England Investment & Retirement Group North Andover, Massachusetts	$933K	-$30.6K	1	0.57%	Reduced
2472	MRI Mad River Investors Boston, Massachusetts	$929K	+$884K	1	0.71%	New
2473	BEAM Baker Ellis Asset Management Vancouver, Washington	$924K	-$113K	3	0.32%	Reduced
2474	SC Sophrosyne Capital New York	$906K	-$893K	1	0.79%	Reduced
2475	WA WealthTrust-Arizona Scottsdale, Arizona	$904K	+$193K	21	1.02%	Increased