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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	DAM Deimos Asset Management Purchase, New York	$779K	+$678K	1	0.57%	New
2627	CCT Capital City Trust Tallahassee, Florida	$772K	-$1.97M	2	0.31%	Reduced
2628	BII Bainco International Investors Boston, Massachusetts	$760K	+$10.7K	3	0.18%	Increased
2629	Evergreen Capital Management Bellevue, Washington	$753K	-$28.9K	2	0.17%	Reduced
2630	FNB Farmers National Bank Danville, Kentucky	$753K	+$69.2K	1	0.5%	Increased
2631	MTWSIF Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel	$751K	$0	1	0.05%	Maintained
2632	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$749K	-$95.2K	1	0.14%	Reduced
2633	AFP Ausdal Financial Partners Davenport, Iowa	$741K	-$584K	2	0.42%	Reduced
2634	DWM Dorchester Wealth Management Montreal, Quebec, Canada	$736K	-$14.2K	3	0.28%	Reduced
2635	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$734K	+$290K	4	2.7%	Increased
2636	RVPG Relative Value Partners Group	$727K	+$15.3K	1	0.09%	Increased
2637	CM Cornerstone Management Duluth, Georgia	$715K	$0	2	0.45%	Maintained
2638	Balentine LLC Atlanta, Georgia	$708K	-$54.9K	10	0.18%	Reduced
2639	GAG GM Advisory Group Melville, New York	$708K	-$583	1	0.3%	Reduced
2640	ECM Exchange Capital Management Ann Arbor, Michigan	$707K	+$314K	2	0.31%	Increased
2641	MP Manifold Partners San Francisco, California	$704K	+$37.7K	1	0.63%	Increased
2642	BOS Bingham Osborn & Scarborough San Francisco, California	$697K	+$53.4K	2	0.08%	Increased
2643	AWA ARS Wealth Advisors St. Petersburg, Florida	$687K	+$2.41K	3	0.32%	Increased
2644	KAM Kavi Asset Management New York	$686K	-$1.09M	1	0.54%	Reduced
2645	SFA Stewardship Financial Advisors Stockbridge, Georgia	$683K	-$881K	1	0.54%	Reduced
2646	Jefferies Financial Group New York	$680K	+$595K	1	0.1%	New
2647	CCG Chatham Capital Group Savannah, Georgia	$674K	+$18.4K	2	0.21%	Increased
2648	ZIG Zuckerman Investment Group Chicago, Illinois	$667K	-$3.34K	1	0.18%	Reduced
2649	DM Diker Management New York	$656K	-$2.74M	1	0.25%	Reduced
2650	SLT St Louis Trust Saint Louis, Missouri	$652K	+$32.2K	1	0.36%	Increased