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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	ACP Arcus Capital Partners Atlanta, Georgia	$1.82M	+$1.76M	1	1.23%	New
2577	BST Bath Savings Trust Bath, Maine	$1.82M	-$36.6K	2	0.56%	Reduced
2578	LRIC Long Road Investment Counsel Kalamazoo, Michigan	$1.82M	-$143K	1	1.4%	Reduced
2579	Flow Traders U.S. New York	$1.82M	+$1.55M	4	0.11%	Increased
2580	CAIMH Central Asset Investments & Management Holdings Hong Kong	$1.81M	-$16M	4	1.7%	Reduced
2581	GCM Glynn Capital Management Menlo Park, California	$1.81M	$0	1	0.62%	Maintained
2582	BRF B. Riley Financial Los Angeles, California	$1.81M	+$472K	5	1.21%	Increased
2583	KFA Kelleher Financial Advisors New York	$1.81M	+$703K	5	1%	Increased
2584	CFA Capstone Financial Advisors Downers Grove, Illinois	$1.8M	+$99.8K	2	0.82%	Increased
2585	EGA E&G Advisors Houston, Texas	$1.79M	-$36.9K	3	1.06%	Reduced
2586	PAG Private Advisory Group Redmond, Washington	$1.79M	+$1.65M	6	1.24%	New
2587	PAWC P.A.W. Capital Greenwich, Connecticut	$1.79M	-$316K	2	2.02%	Reduced
2588	BMC Benin Management Corp Wilton, Connecticut	$1.79M	+$22.1K	3	0.82%	Increased
2589	GWM GSB Wealth Management Guilford, Connecticut	$1.79M	+$1.76M	4	6.99%	New
2590	KFBMI Kentucky Farm Bureau Mutual Insurance Louisville, Kentucky	$1.79M	$0	1	1%	Maintained
2591	CFIC City Financial Investment Company London, United Kingdom	$1.78M	+$1.66M	4	0.33%	New
2592	KAM Kavi Asset Management New York	$1.78M	-$10.5M	1	1.3%	Reduced
2593	CGL Clarius Group LLC Seattle, Washington	$1.77M	-$5.52K	3	0.75%	Reduced
2594	PCM Perkins Capital Management Wayzata, Minnesota	$1.77M	-$299K	4	1.94%	Reduced
2595	CPA Columbia Pacific Advisors Seattle, Washington	$1.76M	+$640K	2	0.99%	Increased
2596	UBG United Bank (Georgia) Zebulon, Georgia	$1.76M	+$1.78M	2	1.79%	New
2597	HWP Hefty Wealth Partners Auburn, Indiana	$1.74M	-$988K	8	1.46%	Reduced
2598	OAM Occidental Asset Management Burlingame, California	$1.74M	+$138K	3	1.25%	Increased
2599	IDBONY Israel Discount Bank of New York New York	$1.73M	+$1.75M	15	1.56%	New
2600	SC Searle & Co Greenwich, Connecticut	$1.73M	+$51.1K	3	1.43%	Increased