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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	BSB Bangor Savings Bank Bangor, Maine	$2.48M	+$1.38M	3	0.55%	Increased
2502	CWM Catamount Wealth Management Westport, Connecticut	$2.47M	+$711K	2	1.69%	Increased
2503	PWSG Pacific Wealth Strategies Group Santa Barbara, California	$2.47M	+$151K	2	2.14%	Increased
2504	IHT Wealth Management Chicago, Illinois	$2.46M	-$517K	33	1.64%	Reduced
2505	GWM Graybill Wealth Management Elmhurst, Illinois	$2.46M	-$552K	1	1.95%	Reduced
2506	WGCA Wolf Group Capital Advisors Fairfax, Virginia	$2.46M	+$818	2	1.61%	Increased
2507	RWG Regal Wealth Group Seal Beach, California	$2.45M	-$66.9K	5	1.87%	Reduced
2508	JIC Joel Isaacson & Co New York	$2.45M	-$505K	3	0.48%	Reduced
2509	CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota	$2.42M	-$322K	1	0.27%	Reduced
2510	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$2.41M	-$61.3K	3	0.29%	Reduced
2511	SMC S. Muoio & Co New York	$2.4M	+$960K	2	1.11%	Increased
2512	WI Wedgewood Investors Erie, Pennsylvania	$2.39M	+$7.17K	3	2.09%	Increased
2513	PTCG Pring Turner Capital Group Alamo, California	$2.38M	-$21.7K	1	2.67%	Reduced
2514	AFS Amtrust Financial Services New York	$2.38M	-$4.51M	2	0.48%	Reduced
2515	EGA E&G Advisors Houston, Texas	$2.38M	+$485K	5	1.22%	Increased
2516	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$2.37M	+$1.16M	8	6.13%	Increased
2517	SBSB Sullivan, Bruyette, Speros & Blaney Mclean, Virginia	$2.36M	+$4.37K	4	0.23%	Increased
2518	PCMM Private Capital Management (Minnesota) Eagan, Minnesota	$2.36M	+$109K	6	2.58%	Increased
2519	FCAG First Capital Advisors Group Little Silver, New Jersey	$2.35M	+$353K	3	1.76%	Increased
2520	VCM Violich Capital Management San Francisco, California	$2.35M	$0	2	0.71%	Maintained
2521	VSWA Vontobel Swiss Wealth Advisors Zurich, Switzerland	$2.35M	-$1.27M	2	1.27%	Reduced
2522	CCB Cutter & Co Brokerage Ballwin, Missouri	$2.34M	+$171K	8	0.97%	Increased
2523	MCM Millie Capital Management Walnut Creek, California	$2.34M	-$1.15M	1	2.22%	Reduced
2524	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$2.33M	+$21.1K	11	1.1%	Increased
2525	SH Svenska Handelsbanken Stockholm, Sweden	$2.33M	-$54.1K	2	3.12%	Reduced