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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	WWM Willingdon Wealth Management Huntersville, North Carolina	$1.55M	-$3.22M	2	1.49%	Reduced
2502	CP Camelot Portfolios Maumee, Ohio	$1.55M	+$566K	2	0.89%	Increased
2503	WA Wealth Architects Mountain View, California	$1.54M	-$13.6K	3	0.83%	Reduced
2504	Burgundy Asset Management Toronto, Ontario, Canada	$1.54M	$0	1	0.02%	Maintained
2505	EM Excalibur Management Waltham, Massachusetts	$1.53M	+$43.6K	3	1.44%	Increased
2506	VAM Verity Asset Management Durham, North Carolina	$1.53M	-$2.74M	2	1.39%	Reduced
2507	I2I Insight 2811 Inc Chicago, Illinois	$1.53M	+$295K	2	0.73%	Increased
2508	SRAM Stone Ridge Asset Management New York	$1.52M	-$432K	6	3.52%	Reduced
2509	RDM Retirement Design & Management Westport, Connecticut	$1.5M	-$1.22K	2	1.29%	Reduced
2510	CCM Crossvault Capital Management San Antonio, Texas	$1.5M	+$87.3K	2	1.2%	Increased
2511	TI TT International London, United Kingdom	$1.49M	+$1.57M	1	1.16%	New
2512	DIP DT Investment Partners Chadds Ford, Pennsylvania	$1.48M	+$1.59M	4	0.38%	New
2513	FPCP Fort Point Capital Partners San Francisco, California	$1.48M	+$414K	2	0.93%	Increased
2514	HI Hudock Inc Williamsport, Pennsylvania	$1.47M	-$66.2K	10	0.67%	Reduced
2515	SAM Security Asset Management New York	$1.47M	-$9.96K	2	1.36%	Reduced
2516	BCM BBT Capital Management Fort Worth, Texas	$1.46M	-$19.5M	2	0.13%	Reduced
2517	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$1.44M	+$27.3K	1	1.17%	Increased
2518	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$1.44M	+$240K	3	0.16%	Increased
2519	Modera Wealth Management Westwood, New Jersey	$1.41M	-$79.6K	2	0.56%	Reduced
2520	BMC Benin Management Corp Wilton, Connecticut	$1.4M	+$51.7K	4	0.75%	Increased
2521	MCM McRae Capital Management Morristown, New Jersey	$1.39M	-$97K	2	0.65%	Reduced
2522	PSI Pinnacle Summer Investments Fairfax, Virginia	$1.39M	-$4.41M	17	0.29%	Reduced
2523	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$1.38M	+$23.3K	4	1.19%	Increased
2524	GWCM Godshalk Welsh Capital Management Radnor, Pennsylvania	$1.37M	-$165K	3	1.39%	Reduced
2525	Northeast Financial Consultants Westport, Connecticut	$1.37M	+$179K	3	0.61%	Increased