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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	SPM Symmetry Peak Management Radnor, Pennsylvania	$1.36M	-$4.83M	4	0.18%	Reduced
2527	FUBT First United Bank & Trust Oakland, Maryland	$1.36M	-$61.5K	3	1.24%	Reduced
2528	HH HWG Holdings Houston, Texas	$1.35M	+$1.34M	1	1.43%	New
2529	CHP Cable Hill Partners Portland, Oregon	$1.34M	-$41.7K	23	1.01%	Reduced
2530	FWP FAS Wealth Partners Leawood, Kansas	$1.34M	-$11.1K	2	0.67%	Reduced
2531	SNBOSCI Security National Bank of Sioux City Iowa Sioux City, Iowa	$1.34M	+$223K	2	1.46%	Increased
2532	WSC Wellington Shields & Co New York	$1.33M	$0	3	0.44%	Maintained
2533	CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota	$1.33M	+$991K	3	0.27%	Increased
2534	DCM Dialectic Capital Management Norwalk, Connecticut	$1.33M	-$3.25M	2	0.4%	Reduced
2535	RFG Advisory Birmingham, Alabama	$1.31M	+$833K	3	0.59%	Increased
2536	CC Cannell Capital Alta, Wyoming	$1.3M	-$194K	1	0.43%	Reduced
2537	GWS Glassman Wealth Services Vienna, Virginia	$1.3M	+$609	12	1.05%	Increased
2538	TM Tikvah Management Charlotte, North Carolina	$1.3M	$0	1	0.69%	Maintained
2539	FWM Focused Wealth Management Newburgh, New York	$1.29M	-$79.1K	20	0.8%	Reduced
2540	JWM Jackson Wealth Management Lake Mary, Florida	$1.27M	-$360K	2	0.43%	Reduced
2541	EGA E&G Advisors Houston, Texas	$1.27M	-$16.3K	3	0.74%	Reduced
2542	NVIM New Vernon Investment Management Highland Park, Illinois	$1.27M	-$166K	1	0.87%	Reduced
2543	SCM Seamans Capital Management Boston, Massachusetts	$1.27M	-$163K	3	3.05%	Reduced
2544	Summit Partners Public Asset Management Boston, Massachusetts	$1.26M	+$1.37M	1	0.44%	New
2545	IFS Ifrah Financial Services Little Rock, Arkansas	$1.26M	+$203K	4	0.47%	Increased
2546	MM Midas Management New York	$1.25M	$0	1	0.67%	Maintained
2547	LGC Laurel Grove Capital Los Angeles, California	$1.25M	+$24.1K	2	0.66%	Increased
2548	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$1.22M	+$72.2K	3	0.32%	Increased
2549	DCM Dinsmore Capital Management Morristown, New Jersey	$1.22M	$0	1	0.48%	Maintained
2550	HCM Highlander Capital Management Short Hills, New Jersey	$1.21M	+$128	6	1.08%	Increased