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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	PIM Profit Investment Management North Bethesda, Maryland	$2.13M	-$1.95K	4	1.93%	Reduced
2577	ACP Arcus Capital Partners Atlanta, Georgia	$2.12M	$0	1	1.34%	Maintained
2578	TCM Tradewinds Capital Management Bellingham, Washington	$2.1M	-$28.2K	19	1.11%	Reduced
2579	EM Excalibur Management Waltham, Massachusetts	$2.1M	+$38.7K	3	1.88%	Increased
2580	AWA Arete Wealth Advisors Chicago, Illinois	$2.09M	+$1.08M	4	0.96%	Increased
2581	FFSOTS Fiduciary Financial Services of The Southwest Dallas, Texas	$2.09M	-$136K	2	0.64%	Reduced
2582	KFBMI Kentucky Farm Bureau Mutual Insurance Louisville, Kentucky	$2.08M	$0	1	1.06%	Maintained
2583	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$2.08M	+$1.29M	21	0.24%	Increased
2584	Krilogy Financial St. Louis, Missouri	$2.08M	-$188K	20	0.58%	Reduced
2585	CHJWM Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas	$2.07M	-$19K	2	1.41%	Reduced
2586	SC Schulhoff & Co Cincinnati, Ohio	$2.07M	-$32.8K	2	1.26%	Reduced
2587	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$2.07M	+$842K	3	1.55%	Increased
2588	RW REDW Wealth Albuquerque, New Mexico	$2.06M	-$186K	2	2.02%	Reduced
2589	RWG Regal Wealth Group Seal Beach, California	$2.06M	-$350K	5	1.6%	Reduced
2590	RGC Roberts, Glore & Co Deerfield, Illinois	$2.06M	-$3.58K	1	1.37%	Reduced
2591	LC LCNB Corp Lebanon, Ohio	$2.06M	-$29.7K	3	2.01%	Reduced
2592	OLA Oliver Luxxe Assets Gladstone, New Jersey	$2.06M	+$205K	1	1.34%	Increased
2593	TP Truvvo Partners New York	$2.05M	-$245K	2	0.74%	Reduced
2594	ODCM Old Dominion Capital Management Charlottesville, Virginia	$2.05M	+$839K	3	2.15%	Increased
2595	FNB Farmers National Bank Danville, Kentucky	$2.05M	+$923K	3	1.21%	Increased
2596	GLI Guardian Life Insurance New York	$2.04M	-$1.44M	19	0.3%	Reduced
2597	FAM Fortaleza Asset Management Chicago, Illinois	$2.04M	-$731K	9	3.86%	Reduced
2598	NAM Needelman Asset Management Ladera Ranch, California	$2.03M	+$6.48K	2	5.23%	Increased
2599	SPM Symmetry Peak Management Radnor, Pennsylvania	$2.03M	-$14.2M	4	0.25%	Reduced
2600	P8IP Pier 88 Investment Partners San Francisco, California	$2.03M	-$850K	6	0.82%	Reduced