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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	FPB First PREMIER Bank Sioux Falls, South Dakota	$1.69M	+$96.5K	3	1.27%	Increased
2652	GCM Glynn Capital Management Menlo Park, California	$1.69M	$0	1	0.45%	Maintained
2653	BRC Bell Rock Capital Rehoboth Beach, Delaware	$1.68M	+$1.32M	10	1.03%	Increased
2654	VFPI Vantage Financial Partners (Illinois) Arlington Heights, Illinois	$1.67M	+$370K	3	1.18%	Increased
2655	EA Elm Advisors Burlingame, California	$1.65M	-$38K	3	1.35%	Reduced
2656	TNAM Terra Nova Asset Management New York	$1.65M	-$127K	2	3.13%	Reduced
2657	CPA Columbia Pacific Advisors Seattle, Washington	$1.65M	-$4.9M	4	1.86%	Reduced
2658	HWP Hefty Wealth Partners Auburn, Indiana	$1.64M	-$2.35M	9	1.12%	Reduced
2659	SS Sunbelt Securities Houston, Texas	$1.64M	-$654K	5	3.08%	Reduced
2660	Cannell & Spears New York	$1.63M	-$24.1K	2	0.2%	Reduced
2661	NFG Nations Financial Group Cedar Rapids, Iowa	$1.62M	+$402K	3	1.33%	Increased
2662	CCM Corsair Capital Management New York	$1.62M	-$131K	1	0.29%	Reduced
2663	TIA Trust Investment Advisors Indianapolis, Indiana	$1.62M	-$71.1K	2	1.74%	Reduced
2664	FCB First Command Bank Fort Worth, Texas	$1.61M	-$91K	13	1.06%	Reduced
2665	FCFS First Command Financial Services Fort Worth, Texas	$1.61M	-$91K	13	1.06%	Reduced
2666	TM Tikvah Management Charlotte, North Carolina	$1.61M	$0	1	0.76%	Maintained
2667	KWMG King Wealth Management Group Naples, Florida	$1.61M	-$300K	3	0.64%	Reduced
2668	CFA Capstone Financial Advisors Downers Grove, Illinois	$1.61M	+$286	2	0.78%	Increased
2669	CAAS Capital Asset Advisory Services Williamston, Michigan	$1.6M	+$450K	3	1.03%	Increased
2670	LPC Loeb Partners Corp New York	$1.6M	-$151K	3	0.46%	Reduced
2671	CCT Capital City Trust Tallahassee, Florida	$1.6M	-$30.7K	3	0.62%	Reduced
2672	VCM Versant Capital Management Phoenix, Arizona	$1.59M	-$207K	43	0.88%	Reduced
2673	ACM Armbruster Capital Management Pittsford, New York	$1.59M	-$32.7K	5	0.86%	Reduced
2674	Arax Advisory Partners Denver, Colorado	$1.58M	+$280K	15	0.76%	Increased
2675	RIM Ranger International Management Lake Forest, Illinois	$1.58M	-$703K	3	7.19%	Reduced