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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
2551	ECP Electron Capital Partners New York	$1.2M	+$1.31M	1	0.64%	New
2552	EAM Evanson Asset Management Carmel, California	$1.2M	+$256K	3	0.42%	Increased
2553	AC AYM Capital New York	$1.2M	-$172K	1	2.45%	Reduced
2554	SMC Smith, Moore & Co Clayton, Missouri	$1.19M	+$334K	3	0.61%	Increased
2555	HCP Holt Capital Partners Fort Worth, Texas	$1.19M	-$40.1K	4	0.48%	Reduced
2556	BA Birinyi Associates Westport, Connecticut	$1.18M	+$537K	3	0.8%	Increased
2557	EA Elm Advisors Burlingame, California	$1.17M	-$45.2K	2	1.1%	Reduced
2558	TCB Texas Capital Bancshares Dallas, Texas	$1.17M	-$635K	3	0.79%	Reduced
2559	ECAM East Coast Asset Management Essex, Massachusetts	$1.16M	-$2.6M	1	0.62%	Reduced
2560	IAS INR Advisory Services Media, Pennsylvania	$1.15M	+$4.57K	2	0.23%	Increased
2561	SWA SFMG Wealth Advisors Plano, Texas	$1.15M	-$1.83M	2	0.26%	Reduced
2562	BW Gestao de Investimentos Sao Paulo, Brazil	$1.14M	-$20.2K	2	0.71%	Reduced
2563	JWM Jacobus Wealth Management Milwaukee, Wisconsin	$1.14M	-$223K	4	0.28%	Reduced
2564	KFA Kelleher Financial Advisors New York	$1.14M	-$226K	4	0.65%	Reduced
2565	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$1.13M	-$28.1K	2	1.86%	Reduced
2566	WGCA Wolf Group Capital Advisors Fairfax, Virginia	$1.12M	-$4.07M	2	0.75%	Reduced
2567	CP Cinque Partners Los Angeles, California	$1.12M	+$281K	1	1.74%	Increased
2568	VNA VNBTrust National Association Charlottesville, Virginia	$1.12M	-$293K	4	0.56%	Reduced
2569	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$1.11M	+$1.17M	2	0.18%	New
2570	BEAM Baker Ellis Asset Management Vancouver, Washington	$1.09M	+$178K	3	0.37%	Increased
2571	Simplicity Solutions Minneapolis, Minnesota	$1.09M	+$1.15M	3	1.04%	New
2572	MCA Metropolitan Capital Advisors New York	$1.08M	+$508K	1	0.86%	Increased
2573	WIA Westbourne Investment Advisors Annapolis, Maryland	$1.08M	+$1.11M	3	0.98%	New
2574	IC IKOS CIF Limassol, Cyprus	$1.07M	-$1.68M	7	3.52%	Reduced
2575	MCM MV Capital Management Bethesda, Maryland	$1.05M	+$140K	15	0.43%	Increased