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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
2476	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$1.84M	-$11.5K	2	1.46%	Reduced
2477	JAFL Jay A. Fishman Ltd Troy, Michigan	$1.83M	-$130K	2	0.45%	Reduced
2478	DMC Drexel Morgan & Co Radnor, Pennsylvania	$1.83M	$0	2	2.03%	Maintained
2479	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$1.83M	+$287K	3	0.99%	Increased
2480	LMAM Legg Mason Asset Management Tokyo, Japan	$1.82M	-$2.33M	1	1.84%	Reduced
2481	PWS Peloton Wealth Strategists Indianapolis, Indiana	$1.81M	+$1.61M	1	1.51%	New
2482	FWP FAS Wealth Partners Leawood, Kansas	$1.81M	+$253K	2	0.59%	Increased
2483	SIM Sterling Investment Management Tucson, Arizona	$1.81M	-$13.6K	1	2.65%	Reduced
2484	FHC Forest Hill Capital Little Rock, Arkansas	$1.8M	$0	1	0.89%	Maintained
2485	GS Girard Securities San Diego, California	$1.79M	-$211K	4	1.83%	Reduced
2486	GLAM Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$1.79M	-$297K	1	0.14%	Reduced
2487	BEAM Baker Ellis Asset Management Vancouver, Washington	$1.78M	+$281K	4	0.54%	Increased
2488	MUS Mitsubishi UFJ Securities Tokyo, Japan	$1.78M	+$300K	13	9.33%	Increased
2489	CFA Capstone Financial Advisors Downers Grove, Illinois	$1.77M	-$59.1K	2	0.94%	Reduced
2490	IWMPD Integrated Wealth Management (Palm Desert) Palm Desert, California	$1.77M	-$2.77M	24	0.64%	Reduced
2491	BMC Benin Management Corp Wilton, Connecticut	$1.77M	-$28.2K	3	0.86%	Reduced
2492	B Bellecapital Zurich, Switzerland	$1.77M	$0	4	1.97%	Maintained
2493	DDC Daniel Devine & Co Parkland, Florida	$1.77M	$0	1	1.19%	Maintained
2494	EGA E&G Advisors Houston, Texas	$1.77M	-$174K	4	1.04%	Reduced
2495	KFBMI Kentucky Farm Bureau Mutual Insurance Louisville, Kentucky	$1.76M	$0	1	0.98%	Maintained
2496	ZIM ZPR Investment Management Orange City, Florida	$1.74M	+$1.65M	1	3.05%	Increased
2497	MCM MV Capital Management Bethesda, Maryland	$1.73M	-$144K	10	0.63%	Reduced
2498	Hawk Ridge Capital Management Los Angeles, California	$1.73M	-$1.66M	1	0.93%	Reduced
2499	BCM Bienville Capital Management New York	$1.73M	+$14.2K	4	0.44%	Increased
2500	FPB First PREMIER Bank Sioux Falls, South Dakota	$1.72M	+$177K	6	1.3%	Increased