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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
2501	MCF Advisors Covington, Kentucky	$851K	+$46.6K	11	0.27%	Increased
2502	SCP Syntal Capital Partners Midland, Texas	$848K	-$2.12M	5	0.41%	Reduced
2503	Mariner Independent Advisor Network Overland Park, Kansas	$841K	+$760K	2	0.41%	New
2504	CAM CMT Asset Management Chicago, Illinois	$839K	-$3.37M	1	0.05%	Reduced
2505	PHS Pekin Hardy Strauss Chicago, Illinois	$814K	-$13.7K	2	0.13%	Reduced
2506	SCM Seamans Capital Management Boston, Massachusetts	$808K	+$53K	2	1.13%	Increased
2507	CA Corrado Advisors Ramsey, New Jersey	$806K	$0	2	0.35%	Maintained
2508	ZTNA Zions Trust National Association Salt Lake City, Utah	$805K	-$46.9K	6	1.13%	Reduced
2509	RCIM Russell Clark Investment Management London, United Kingdom	$802K	+$772K	1	0.25%	New
2510	NYLT New York Life Trust New York	$800K	-$87.2K	7	3.38%	Reduced
2511	YP Yellowstone Partners Idaho Falls, Idaho	$798K	-$338K	2	0.47%	Reduced
2512	MM Midas Management New York	$792K	-$3.37M	1	0.51%	Reduced
2513	GSC Ground Swell Capital Folly Beach, South Carolina	$778K	+$727K	30	1.5%	New
2514	ACMI Amida Capital Management II New York	$777K	-$1.79M	1	0.94%	Reduced
2515	BEAM Baker Ellis Asset Management Vancouver, Washington	$770K	-$188K	3	0.26%	Reduced
2516	WCM Windsor Capital Management Phoenix, Arizona	$768K	+$11.8K	2	0.43%	Increased
2517	LWM Lenox Wealth Management Cincinnati, Ohio	$765K	-$285K	4	0.53%	Reduced
2518	AWA ARS Wealth Advisors St. Petersburg, Florida	$762K	+$486K	3	0.37%	Increased
2519	New York Life Investment Management New York	$751K	+$260K	3	0.13%	Increased
2520	Choreo LLC Rockford, Illinois	$744K	-$140K	2	0.21%	Reduced
2521	BFC Blue Fin Capital Warren, Rhode Island	$739K	+$471K	3	0.59%	Increased
2522	GIM Greylin Investment Management Orange, Virginia	$738K	-$1.93M	3	0.18%	Reduced
2523	IAM Iridian Asset Management Westport, Connecticut	$733K	-$783K	3	0.01%	Reduced
2524	KIA King Investment Advisors Houston, Texas	$729K	$0	2	0.31%	Maintained
2525	NIM Nexus Investment Management Toronto, Ontario, Canada	$723K	$0	1	0.13%	Maintained