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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
2626	HCP Holt Capital Partners Fort Worth, Texas	$297K	$0	4	0.16%	Maintained
2627	BEC Blue Edge Capital Richmond, Virginia	$286K	-$14.1K	1	0.19%	Reduced
2628	MUFG Securities EMEA London, United Kingdom	$286K	-$8.45M	1	0.02%	Reduced
2629	AIM Avity Investment Management Greenwich, Connecticut	$275K	$0	1	0.05%	Maintained
2630	RBF Capital San Francisco, California	$267K	$0	2	0.06%	Maintained
2631	PAS Professional Advisory Services Vero Beach, Florida	$263K	-$8.35M	1	0.06%	Reduced
2632	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$261K	+$2.82K	1	0.21%	Increased
2633	PIM Parasol Investment Management Westmont, Illinois	$260K	+$59.9K	4	0.18%	Increased
2634	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$257K	-$2.5M	1	0.41%	Reduced
2635	Plancorp LLC Saint Louis, Missouri	$257K	-$1.21M	1	0.23%	Reduced
2636	GIM Greystone Investment Management Cincinnati, Ohio	$249K	-$79.5K	1	0.1%	Reduced
2637	CCG Chatham Capital Group Savannah, Georgia	$247K	$0	1	0.1%	Maintained
2638	VFP Verus Financial Partners Richmond, Virginia	$247K	+$466	1	0.14%	Increased
2639	EP Edgestream Partners Princeton, New Jersey	$246K	-$1.82M	1	0.16%	Reduced
2640	KL Kinsight LLC Birmingham, Alabama	$242K	$0	1	0.14%	Maintained
2641	CL CRCM LP San Francisco, California	$241K	-$5.02M	1	1.55%	Reduced
2642	Tiedemann Advisors New York	$241K	+$214K	1	0.56%	New
2643	MAS Madden Advisory Services Jacksonville, Florida	$240K	+$7.2K	6	0.12%	Increased
2644	SCM Sterneck Capital Management Kansas City, Missouri	$239K	-$2.79K	1	0.14%	Reduced
2645	KWMG King Wealth Management Group Naples, Florida	$237K	+$211K	1	0.15%	New
2646	SWA SFMG Wealth Advisors Plano, Texas	$236K	+$209K	1	0.08%	New
2647	AFIA America First Investment Advisors Omaha, Nebraska	$232K	-$33.9K	5	0.1%	Reduced
2648	CAL Capital Advisors Ltd Shaker Heights, Ohio	$230K	$0	5	0.13%	Maintained
2649	LCM Levitt Capital Management Boca Raton, Florida	$230K	-$939K	1	0.55%	Reduced
2650	WCM Weyland Capital Management Portsmouth, New Hampshire	$227K	$0	1	0.2%	Maintained