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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
2601	EMR Errol M. Rudman	$1.71M	$0	1	1.19%	Maintained
2602	MWM Mascoma Wealth Management Hanover, New Hampshire	$1.71M	+$1.66M	10	1.26%	New
2603	VCM Versant Capital Management Phoenix, Arizona	$1.71M	-$67.4K	43	0.98%	Reduced
2604	CWM Catamount Wealth Management Westport, Connecticut	$1.71M	-$478K	2	1.38%	Reduced
2605	Partners Capital Investment Group Boston, Massachusetts	$1.7M	-$274K	3	0.39%	Reduced
2606	NBC Neuberger Berman Canada Toronto, Ontario, Canada	$1.7M	+$1.63M	4	0.43%	New
2607	RA RiverPark Advisors New York	$1.7M	$0	1	0.89%	Maintained
2608	DDC Daniel Devine & Co Parkland, Florida	$1.69M	-$133K	1	1.2%	Reduced
2609	MCM MV Capital Management Bethesda, Maryland	$1.69M	-$46.8K	10	0.61%	Reduced
2610	PWS Peloton Wealth Strategists Indianapolis, Indiana	$1.69M	-$40.3K	1	1.38%	Reduced
2611	AIM Advantage Investment Management Cedar Rapids, Iowa	$1.68M	+$187K	25	0.62%	Increased
2612	SIM Sterling Investment Management Tucson, Arizona	$1.67M	-$56K	1	2.38%	Reduced
2613	DCM Dean Capital Management Overland Park, Kansas	$1.66M	+$500K	1	1.32%	Increased
2614	SCP Sandhill Capital Partners Buffalo, New York	$1.66M	+$69K	2	0.46%	Increased
2615	FTI Fiduciary Trust International Lincoln, Massachusetts	$1.66M	+$1.63M	2	0.57%	New
2616	TIA Trust Investment Advisors Indianapolis, Indiana	$1.65M	+$273K	2	1.88%	Increased
2617	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$1.65M	-$2.77M	2	1.6%	Reduced
2618	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$1.65M	-$249K	1	1.34%	Reduced
2619	SNBOSCI Security National Bank of Sioux City Iowa Sioux City, Iowa	$1.65M	+$261K	2	1.71%	Increased
2620	SAM Sunnymeath Asset Management Red Bank, New Jersey	$1.65M	+$104K	2	2.31%	Increased
2621	MCTIC MacGuire Cheswick & Tuttle Investment Counsel Darien, Connecticut	$1.63M	-$354K	2	0.34%	Reduced
2622	FM Family Management New York	$1.63M	-$1.34K	1	1.11%	Reduced
2623	ZC Zelman Capital Beachwood, Ohio	$1.62M	+$1.6M	1	1.98%	New
2624	SA Springowl Associates New York	$1.62M	+$379K	2	1.82%	Increased
2625	ACM Armbruster Capital Management Pittsford, New York	$1.61M	-$7.51K	4	0.94%	Reduced