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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	UBG United Bank (Georgia) Zebulon, Georgia	$1.85M	+$168K	1	1.73%	Increased
2652	Partners Value Investments Hamilton, Bermuda	$1.83M	-$2.06M	1	0.27%	Reduced
2653	SAMC Spectrum Asset Management (California) Newport Beach, California	$1.83M	+$187K	3	1.57%	Increased
2654	Avior Wealth Management Omaha, Nebraska	$1.82M	-$198K	16	0.6%	Reduced
2655	PVH Psagot Value Holdings Tel Aviv, Israel	$1.82M	+$315K	6	0.08%	Increased
2656	PBT Pictet Bank & Trust Nassau, Bahamas	$1.82M	-$435K	2	0.54%	Reduced
2657	AWA ARS Wealth Advisors St. Petersburg, Florida	$1.81M	+$582K	5	0.7%	Increased
2658	Waldron Private Wealth Bridgeville, Pennsylvania	$1.8M	+$275K	6	0.5%	Increased
2659	DLHL Donald L. Hagan LLC Sarasota, Florida	$1.8M	+$1.19M	2	1.63%	Increased
2660	LAIC Lederer & Associates Investment Counsel Long Beach, California	$1.8M	-$71.2K	3	1.71%	Reduced
2661	TNAM Terra Nova Asset Management New York	$1.79M	-$294K	2	3.66%	Reduced
2662	FPB First PREMIER Bank Sioux Falls, South Dakota	$1.79M	-$9.14K	3	1.25%	Reduced
2663	BA Birinyi Associates Westport, Connecticut	$1.78M	-$902K	3	0.85%	Reduced
2664	LC Lourd Capital Beverly Hills, California	$1.78M	-$15.9K	3	0.16%	Reduced
2665	MC Matisse Capital Portland, Oregon	$1.77M	+$227K	3	0.85%	Increased
2666	MCM McRae Capital Management Morristown, New Jersey	$1.77M	+$136K	2	0.76%	Increased
2667	CI CAZ Investments Houston, Texas	$1.76M	-$1.35M	2	2.16%	Reduced
2668	EFEM Eos Focused Equity Management New York	$1.76M	+$98.7K	1	2.62%	Increased
2669	ACM Americafirst Capital Management Roseville, California	$1.75M	+$626K	7	2.36%	Increased
2670	FBFS First Business Financial Services Madison, Wisconsin	$1.74M	+$184K	4	0.35%	Increased
2671	MCM MV Capital Management Bethesda, Maryland	$1.71M	-$97.4K	15	0.48%	Reduced
2672	FIAS FinTrust Investment Advisory Services Greenville, South Carolina	$1.7M	+$1.66M	3	1.63%	New
2673	SL Summitry LLC Foster City, California	$1.7M	+$54.3K	2	0.16%	Increased
2674	NMC NEA Management Company Timonium, Maryland	$1.69M	+$1.69M	1	0.06%	New
2675	DWM Darwin Wealth Management Tampa, Florida	$1.69M	-$2.31M	4	1.63%	Reduced