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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
2676	MS Marshall & Sullivan Seattle, Washington	$1.36M	-$13.2K	1	1.65%	Reduced
2677	SAMC Spectrum Asset Management (California) Newport Beach, California	$1.35M	+$902K	2	1.31%	Increased
2678	WI Wintrust Investments Chicago, Illinois	$1.35M	+$192K	3	0.56%	Increased
2679	WFI West Family Investments Carlsbad, California	$1.34M	-$1.07M	1	0.24%	Reduced
2680	CVM Cheviot Value Management Beverly Hills, California	$1.34M	+$1.02M	3	0.8%	Increased
2681	NFG Nations Financial Group Cedar Rapids, Iowa	$1.33M	-$485K	2	1.43%	Reduced
2682	EA Elm Advisors Burlingame, California	$1.32M	-$10.4K	2	1.19%	Reduced
2683	HCP Holt Capital Partners Fort Worth, Texas	$1.31M	-$19.3K	1	0.48%	Reduced
2684	KWMG King Wealth Management Group Naples, Florida	$1.31M	+$460K	3	0.59%	Increased
2685	B Bellecapital Zurich, Switzerland	$1.31M	-$464K	3	0.75%	Reduced
2686	MCF Advisors Covington, Kentucky	$1.3M	+$150K	14	0.29%	Increased
2687	FA FCG Advisors Chatham, New Jersey	$1.3M	-$237K	3	0.58%	Reduced
2688	FFC First Financial Corp Terre Haute, Indiana	$1.3M	-$216K	10	0.77%	Reduced
2689	WDL Well Done LLC Holland, Michigan	$1.3M	+$446K	3	0.49%	Increased
2690	SRSA S.R. Schill & Associates Mercer Island, Washington	$1.29M	-$17.6K	2	0.84%	Reduced
2691	KAM Kazazian Asset Management Fort Lauderdale, Florida	$1.28M	-$1.01M	2	1.8%	Reduced
2692	HIP Hatteras Investment Partners Raleigh, North Carolina	$1.28M	-$610K	3	7.46%	Reduced
2693	Waldron Private Wealth Bridgeville, Pennsylvania	$1.27M	-$270K	5	0.44%	Reduced
2694	ECAM East Coast Asset Management Essex, Massachusetts	$1.27M	$0	1	0.38%	Maintained
2695	ZIM ZPR Investment Management Orange City, Florida	$1.25M	-$593K	1	2.17%	Reduced
2696	Heritage Wealth Advisors Richmond, Virginia	$1.24M	-$51.5K	4	0.81%	Reduced
2697	MA Minerva Advisors Bala Cynwyd, Pennsylvania	$1.23M	-$280K	2	0.7%	Reduced
2698	FBT First Bank & Trust Brookings, South Dakota	$1.23M	+$1.23M	5	1.13%	New
2699	HJMC Hellman Jordan Management Company Quincy, Massachusetts	$1.23M	-$3.46K	1	1.69%	Reduced
2700	UAS United Asset Strategies Garden City, New York	$1.22M	+$129K	1	0.4%	Increased