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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
2526	FIM FourPoints Investment Managers Paris, France	$1.63M	-$329K	1	0.25%	Reduced
2527	FWM Focused Wealth Management Newburgh, New York	$1.6M	-$88.3K	20	1.13%	Reduced
2528	CL CSS LLC Chicago, Illinois	$1.6M	-$1.72M	6	0.08%	Reduced
2529	FHC Forest Hill Capital Little Rock, Arkansas	$1.59M	+$1.52M	1	0.16%	New
2530	Modera Wealth Management Westwood, New Jersey	$1.59M	+$848K	2	0.62%	Increased
2531	BWM Bernicke Wealth Management Altoona, Wisconsin	$1.58M	+$1.48M	1	1.55%	New
2532	AIM Acuity Investment Management Toronto, Ontario, Canada	$1.58M	-$313K	5	1.27%	Reduced
2533	FBT Founders Bank & Trust Grand Rapids, Michigan	$1.58M	-$153K	5	0.83%	Reduced
2534	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$1.58M	+$1.53M	4	1.36%	New
2535	WSC Wellington Shields & Co New York	$1.56M	+$15.4K	3	0.89%	Increased
2536	FPCP Fort Point Capital Partners San Francisco, California	$1.55M	+$972K	3	1.16%	Increased
2537	CHP Cable Hill Partners Portland, Oregon	$1.54M	+$1.48M	22	1.52%	New
2538	BHA Beech Hill Advisors New York	$1.54M	-$1.95M	4	0.77%	Reduced
2539	CAM CMT Asset Management Chicago, Illinois	$1.54M	+$499K	1	0.09%	Increased
2540	GA GFS Advisors Houston, Texas	$1.53M	+$319K	3	0.61%	Increased
2541	AT Acadia Trust Portland, Maine	$1.52M	-$66.4K	3	0.52%	Reduced
2542	BAM Banta Asset Management Newport Beach, California	$1.51M	+$1.48M	2	2.84%	New
2543	Mariner Independent Advisor Network Overland Park, Kansas	$1.5M	+$295K	3	0.69%	Increased
2544	Gradient Investments Arden Hills, Minnesota	$1.5M	-$52.8K	9	0.25%	Reduced
2545	EEG E.E. Geduld	$1.49M	+$1.2M	3	0.8%	Increased
2546	MM Midas Management New York	$1.49M	+$732K	1	0.78%	Increased
2547	BRCM Bright Rock Capital Management Hanover, Massachusetts	$1.48M	$0	2	0.58%	Maintained
2548	FWP FAS Wealth Partners Leawood, Kansas	$1.48M	-$10.1K	2	0.78%	Reduced
2549	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$1.48M	+$52.7K	1	1.27%	Increased
2550	SWA SFMG Wealth Advisors Plano, Texas	$1.47M	+$1.18M	2	0.33%	Increased