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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
2576	BRF B. Riley Financial Los Angeles, California	$1.26M	+$163K	4	0.81%	Increased
2577	NEIRG New England Investment & Retirement Group North Andover, Massachusetts	$1.26M	-$8.16K	1	0.69%	Reduced
2578	CCM Cribstone Capital Management Augusta, Maine	$1.25M	-$617K	16	0.77%	Reduced
2579	ECAM East Coast Asset Management Essex, Massachusetts	$1.25M	$0	1	0.65%	Maintained
2580	Pure Financial Advisors San Diego, California	$1.24M	+$129K	1	0.4%	Increased
2581	GBT Grove Bank & Trust Miami, Florida	$1.23M	+$189K	7	1.05%	Increased
2582	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$1.23M	-$7.02K	3	0.27%	Reduced
2583	KCP Keane Capital Partners Charlotte, North Carolina	$1.22M	-$279K	1	2.18%	Reduced
2584	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$1.21M	+$607K	5	1.54%	Increased
2585	WI Wintrust Investments Chicago, Illinois	$1.2M	+$88.3K	3	0.56%	Increased
2586	BFPW BOK Financial Private Wealth Denver, Colorado	$1.2M	+$187K	2	0.18%	Increased
2587	HJMC Hellman Jordan Management Company Quincy, Massachusetts	$1.19M	+$341K	1	1.2%	Increased
2588	BSB Bangor Savings Bank Bangor, Maine	$1.19M	-$57.6K	2	0.28%	Reduced
2589	GWS Glassman Wealth Services Vienna, Virginia	$1.19M	-$34K	12	0.99%	Reduced
2590	KI Koch Industries Wichita, Kansas	$1.19M	$0	1	3.06%	Maintained
2591	Glazer Capital LLC New York	$1.19M	-$216K	1	0.23%	Reduced
2592	SAM Security Asset Management New York	$1.19M	$0	1	1.11%	Maintained
2593	Graham Capital Management Rowayton, Connecticut	$1.18M	+$1.04M	1	0.04%	New
2594	VBCP Vollero Beach Capital Partners New York	$1.17M	+$1.29M	1	0.46%	New
2595	LGC Laurel Grove Capital Los Angeles, California	$1.16M	$0	2	0.66%	Maintained
2596	NAM NTV Asset Management Charleston, West Virginia	$1.16M	-$22.7K	1	0.42%	Reduced
2597	KP Keel Point Huntsville, Alabama	$1.15M	+$212K	4	0.44%	Increased
2598	AGUR Provident & Training Funds Management Tel Aviv, Israel	$1.14M	+$1.07M	1	0.85%	New
2599	GWCM Godshalk Welsh Capital Management Radnor, Pennsylvania	$1.14M	-$30.4K	2	1.17%	Reduced
2600	UAS United Asset Strategies Garden City, New York	$1.14M	+$7.19K	1	0.4%	Increased