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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	JFA Johanson Financial Advisors Campbell, California	$1.16M	-$13.2K	2	1.42%	Reduced
2552	KCM KSA Capital Management Morristown, New Jersey	$1.15M	+$1.12M	1	0.22%	Increased
2553	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$1.15M	+$112K	2	1.62%	Increased
2554	CWA Asset Management Group Naples, Florida	$1.13M	-$473K	2	1.15%	Reduced
2555	CHJWM Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas	$1.12M	+$1.04M	1	0.92%	New
2556	SAM Security Asset Management New York	$1.12M	-$208K	1	1.09%	Reduced
2557	CIM Cetera Investment Management El Segundo, California	$1.11M	-$1.24M	1	0.57%	Reduced
2558	GC Garde Capital Seattle, Washington	$1.1M	+$173K	2	0.36%	Increased
2559	GWS Glassman Wealth Services Vienna, Virginia	$1.1M	+$34.9K	12	1%	Increased
2560	PRHC P.R. Herzig & Co Roslyn Heights, New York	$1.1M	+$1.05M	1	2.41%	New
2561	Flow Traders U.S. New York	$1.1M	+$984K	2	0.11%	New
2562	TSS Two Sigma Securities New York	$1.09M	-$162K	6	1.41%	Reduced
2563	PAA Peregrine Asset Advisers Portland, Oregon	$1.08M	+$30.7K	3	0.83%	Increased
2564	GWCM Godshalk Welsh Capital Management Radnor, Pennsylvania	$1.08M	-$7.71K	2	1.12%	Reduced
2565	BSB Bangor Savings Bank Bangor, Maine	$1.07M	+$24.7K	2	0.27%	Increased
2566	SRSA S.R. Schill & Associates Mercer Island, Washington	$1.07M	+$247K	2	0.73%	Increased
2567	RCM Reynolds Capital Management Las Vegas, Nevada	$1.07M	-$233K	4	1.86%	Reduced
2568	RR Robotti Robert	$1.06M	-$314K	1	0.39%	Reduced
2569	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$1.06M	+$240K	5	0.72%	Increased
2570	DRS Deane Retirement Strategies New Orleans, Louisiana	$1.06M	+$1.13M	1	0.99%	New
2571	JWM Jacobus Wealth Management Milwaukee, Wisconsin	$1.06M	+$71.1K	3	0.31%	Increased
2572	NFG Nadler Financial Group Deerfield, Illinois	$1.05M	+$310K	3	0.46%	Increased
2573	AIA AGF Investments America Toronto, Ontario, Canada	$1.05M	$0	1	0.77%	Maintained
2574	LC Lourd Capital Beverly Hills, California	$1.04M	+$56.6K	2	0.11%	Increased
2575	SIM SSI Investment Management Los Angeles, California	$1.03M	-$36	4	0.11%	Reduced