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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	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$2.23M	-$76.4K	11	1.09%	Reduced
2502	RGC Roberts, Glore & Co Deerfield, Illinois	$2.22M	+$2.15K	1	1.55%	Increased
2503	NEAM New England Asset Management Farmington, Connecticut	$2.22M	-$246K	5	0.06%	Reduced
2504	KFA Kays Financial Advisory Atlanta, Georgia	$2.22M	+$399K	2	0.86%	Increased
2505	BEAM Baker Ellis Asset Management Vancouver, Washington	$2.22M	+$444K	4	0.65%	Increased
2506	WI WrapManager Inc Mill Valley, California	$2.21M	+$34.2K	3	0.86%	Increased
2507	TWA Tillar-Wenstrup Advisors Centerville, Ohio	$2.21M	-$159K	1	1.87%	Reduced
2508	LCM Leisure Capital Management Costa Mesa, California	$2.21M	-$52.9K	2	1.99%	Reduced
2509	JA JLB & Associates Plymouth, Michigan	$2.21M	-$28.7K	2	0.6%	Reduced
2510	PRHC P.R. Herzig & Co Roslyn Heights, New York	$2.21M	-$20.2K	1	4.5%	Reduced
2511	SH Svenska Handelsbanken Stockholm, Sweden	$2.2M	-$50.2M	3	0.11%	Reduced
2512	GPC Glacier Peak Capital Bellevue, Washington	$2.2M	+$2.01M	2	1.26%	Increased
2513	LPC Loeb Partners Corp New York	$2.18M	-$993K	2	0.74%	Reduced
2514	TP Truvvo Partners New York	$2.18M	-$206K	2	0.76%	Reduced
2515	FWSM First Wilshire Securities Management Pasadena, California	$2.18M	-$27.7K	2	0.62%	Reduced
2516	PWSG Pacific Wealth Strategies Group Santa Barbara, California	$2.17M	+$2.09M	1	2.13%	New
2517	JMFC J.M. Forbes & Co Boston, Massachusetts	$2.17M	-$95.4K	4	0.6%	Reduced
2518	BO BRR OpCo Columbus, Ohio	$2.15M	-$2.73M	1	0.7%	Reduced
2519	RIM Ranger International Management Lake Forest, Illinois	$2.14M	-$4.53M	3	6.9%	Reduced
2520	PCMM Private Capital Management (Minnesota) Eagan, Minnesota	$2.14M	+$153K	6	2.4%	Increased
2521	DWM Darwin Wealth Management Tampa, Florida	$2.13M	+$1.45M	2	1.43%	Increased
2522	SBL Sargent Bickham Lagudis Boulder, Colorado	$2.11M	-$87.6K	17	0.33%	Reduced
2523	AJ Ashburton (Jersey) St Helier, Jersey	$2.1M	$0	1	0.9%	Maintained
2524	KT Kanaly Trust Houston, Texas	$2.1M	-$856K	28	0.45%	Reduced
2525	Avior Wealth Management Omaha, Nebraska	$2.1M	+$10.1K	14	0.78%	Increased