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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	DMC Drexel Morgan & Co Radnor, Pennsylvania	$2.39M	-$36.9K	3	2.45%	Reduced
2552	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$2.38M	-$21.9K	2	1.78%	Reduced
2553	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$2.37M	-$2.16M	7	1.91%	Reduced
2554	JMFC J.M. Forbes & Co Boston, Massachusetts	$2.35M	-$17.4K	4	0.59%	Reduced
2555	LFM Lumina Fund Management New York	$2.35M	+$1.65M	1	0.24%	Increased
2556	FWM Focused Wealth Management Newburgh, New York	$2.34M	-$1.14M	15	0.78%	Reduced
2557	EGA E&G Advisors Houston, Texas	$2.33M	-$247K	4	1.05%	Reduced
2558	CG CFO4Life Group Coppell, Texas	$2.33M	-$29.9K	3	1.88%	Reduced
2559	TCM Tradewinds Capital Management Bellingham, Washington	$2.32M	-$69.8K	21	1.18%	Reduced
2560	LCM Leisure Capital Management Costa Mesa, California	$2.31M	+$186K	4	2.03%	Increased
2561	GLI Guardian Life Insurance New York	$2.3M	+$42.9K	20	0.35%	Increased
2562	DAC Dymon Asia Capital Singapore	$2.3M	+$1.85M	1	4.75%	New
2563	AFP Ausdal Financial Partners Davenport, Iowa	$2.29M	+$352K	5	0.91%	Increased
2564	MS Marshall & Sullivan Seattle, Washington	$2.28M	+$41.2K	1	2.11%	Increased
2565	TP Truvvo Partners New York	$2.28M	-$350K	2	0.76%	Reduced
2566	AF Affiance Financial St. Louis Park, Minnesota	$2.28M	+$11.8K	2	1.84%	Increased
2567	RGC Roberts, Glore & Co Deerfield, Illinois	$2.27M	-$48.9K	1	1.47%	Reduced
2568	IAM Iridian Asset Management Westport, Connecticut	$2.27M	$0	1	0.02%	Maintained
2569	NEAM New England Asset Management Farmington, Connecticut	$2.27M	-$41.4K	4	0.05%	Reduced
2570	KTA Keeley-Teton Advisors Chicago, Illinois	$2.27M	-$268K	2	0.12%	Reduced
2571	BW Bison Wealth Atlanta, Georgia	$2.26M	+$184K	4	1.81%	Increased
2572	DW Domani Wealth Lancaster, Pennsylvania	$2.26M	+$73.7K	5	0.97%	Increased
2573	FFSOTS Fiduciary Financial Services of The Southwest Dallas, Texas	$2.26M	+$182K	4	0.68%	Increased
2574	ODCM Old Dominion Capital Management Charlottesville, Virginia	$2.26M	+$112K	3	2.3%	Increased
2575	CIC Canal Insurance Company Greenville, South Carolina	$2.25M	$0	1	0.79%	Maintained