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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	I2I Insight 2811 Inc Chicago, Illinois	$1.42M	-$91.3K	2	0.56%	Reduced
2502	TCM Traynor Capital Management Malvern, Pennsylvania	$1.42M	+$190K	3	1.13%	Increased
2503	MCM McRae Capital Management Morristown, New Jersey	$1.42M	+$61.6K	2	0.63%	Increased
2504	PC Pecaut & Co Sioux City, Iowa	$1.42M	-$13.4K	1	1.44%	Reduced
2505	CAM CMT Asset Management Chicago, Illinois	$1.41M	-$3.43M	2	0.09%	Reduced
2506	SIM Sterling Investment Management Tucson, Arizona	$1.41M	-$1.29M	1	1.92%	Reduced
2507	MA Minerva Advisors Bala Cynwyd, Pennsylvania	$1.4M	+$23.9K	2	0.95%	Increased
2508	VCM Versant Capital Management Phoenix, Arizona	$1.39M	-$10.8K	45	0.84%	Reduced
2509	C CFO4Life Coppell, Texas	$1.39M	+$418K	3	1.25%	Increased
2510	VHAM Van Hulzen Asset Management El Dorado Hills, California	$1.39M	-$15.6K	2	0.79%	Reduced
2511	WIA Westbourne Investment Advisors Annapolis, Maryland	$1.38M	+$196K	3	1.32%	Increased
2512	Burgundy Asset Management Toronto, Ontario, Canada	$1.37M	$0	1	0.01%	Maintained
2513	Waldron Private Wealth Bridgeville, Pennsylvania	$1.36M	-$535K	5	0.51%	Reduced
2514	LCM Liberty Capital Management Birmingham, Michigan	$1.35M	-$407K	3	1.02%	Reduced
2515	SCP Sandhill Capital Partners Buffalo, New York	$1.34M	-$239K	2	0.44%	Reduced
2516	NEIRG New England Investment & Retirement Group North Andover, Massachusetts	$1.34M	-$186K	1	0.74%	Reduced
2517	FBFS First Business Financial Services Madison, Wisconsin	$1.33M	+$1.19M	3	0.36%	New
2518	TIA Trust Investment Advisors Indianapolis, Indiana	$1.31M	+$577K	2	1.48%	Increased
2519	MUS Mitsubishi UFJ Securities Tokyo, Japan	$1.31M	+$557K	10	1.73%	Increased
2520	BEAM Baker Ellis Asset Management Vancouver, Washington	$1.3M	+$49.1K	3	0.43%	Increased
2521	Peconic Partners New York	$1.3M	-$12.8M	1	0.28%	Reduced
2522	RCS Retirement Capital Strategies San Jose, California	$1.29M	+$1.22M	1	0.75%	New
2523	CA Cornerstone Advisory Hunt Valley, Maryland	$1.29M	+$14.8K	3	1.1%	Increased
2524	MC Matisse Capital Portland, Oregon	$1.29M	-$12.2K	2	0.68%	Reduced
2525	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$1.28M	+$1.01M	5	0.99%	Increased