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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
2651	Burgundy Asset Management Toronto, Ontario, Canada	$1.46M	$0	1	0.01%	Maintained
2652	ADMI Albert D. Mason Inc Boston, Massachusetts	$1.46M	-$2.71M	1	1.28%	Reduced
2653	RCS Retirement Capital Strategies San Jose, California	$1.46M	$0	1	0.84%	Maintained
2654	Balentine LLC Atlanta, Georgia	$1.46M	+$52.2K	14	0.15%	Increased
2655	CFD Creative Financial Designs Kokomo, Indiana	$1.46M	+$1.29M	19	1.19%	New
2656	CBA Coastal Bridge Advisors Westport, Connecticut	$1.46M	+$91.1K	2	0.57%	Increased
2657	BCM Basso Capital Management Stamford, Connecticut	$1.46M	+$1.36M	2	0.22%	New
2658	CWM Cornerstone Wealth Management St. Peters, Missouri	$1.45M	-$168K	4	0.47%	Reduced
2659	Global Retirement Partners San Rafael, California	$1.44M	+$1.4M	25	0.97%	New
2660	SMC S. Muoio & Co New York	$1.44M	+$1.42M	2	0.75%	New
2661	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$1.44M	-$7.47K	3	0.28%	Reduced
2662	I2I Insight 2811 Inc Chicago, Illinois	$1.43M	-$183K	2	1.17%	Reduced
2663	SGI Summit Global Investments Bountiful, Utah	$1.43M	+$1.32M	3	0.52%	New
2664	FM Fondren Management Houston, Texas	$1.42M	+$1.26M	1	1.01%	New
2665	SAM Security Asset Management New York	$1.42M	+$214K	3	1.31%	Increased
2666	JFGLC Johnson Financial Group LLC (Colorado) Denver, Colorado	$1.4M	+$1.37M	4	1.12%	New
2667	MC Matisse Capital Portland, Oregon	$1.4M	-$37.1K	2	0.76%	Reduced
2668	TM Tikvah Management Charlotte, North Carolina	$1.39M	$0	1	0.68%	Maintained
2669	WVP Worth Venture Partners Fort Lee, New Jersey	$1.38M	+$1.31M	2	1.47%	New
2670	FDS First Dallas Securities Dallas, Texas	$1.37M	-$317K	2	0.94%	Reduced
2671	IAS INR Advisory Services Media, Pennsylvania	$1.37M	$0	1	0.23%	Maintained
2672	NFG Nadler Financial Group Deerfield, Illinois	$1.37M	+$424K	2	0.51%	Increased
2673	JAFL Jay A. Fishman Ltd Troy, Michigan	$1.36M	-$412K	2	0.34%	Reduced
2674	JMH J.M. Hartwell New York	$1.36M	+$1.08M	2	0.34%	Increased
2675	EAM Evanson Asset Management Carmel, California	$1.36M	+$81.6K	3	0.38%	Increased