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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	EFEM Eos Focused Equity Management New York	$1.57M	-$393K	1	1.78%	Reduced
2677	GC Gilbert & Cook West Des Moines, Iowa	$1.56M	+$1.14M	6	0.55%	Increased
2678	WCM Washington Capital Management Seattle, Washington	$1.55M	-$827K	4	1.74%	Reduced
2679	ECAM East Coast Asset Management Essex, Massachusetts	$1.54M	$0	1	0.42%	Maintained
2680	SAMC Spectrum Asset Management (California) Newport Beach, California	$1.54M	+$15.2K	2	1.42%	Increased
2681	WDL Well Done LLC Holland, Michigan	$1.53M	+$9.73K	3	0.53%	Increased
2682	SFP Shepherd Financial Partners Winchester, Massachusetts	$1.53M	-$7.59K	2	0.37%	Reduced
2683	SL Summitry LLC Foster City, California	$1.5M	+$126K	2	0.14%	Increased
2684	GIA Granite Investment Advisors Concord, New Hampshire	$1.5M	-$20.9K	2	0.27%	Reduced
2685	HPCM High Pointe Capital Management Chicago, Illinois	$1.5M	+$248K	3	2.32%	Increased
2686	SIM Sterling Investment Management Tucson, Arizona	$1.49M	+$158K	1	1.97%	Increased
2687	CAM CMT Asset Management Chicago, Illinois	$1.49M	-$859K	3	0.1%	Reduced
2688	UBG United Bank (Georgia) Zebulon, Georgia	$1.48M	+$62.6K	1	1.37%	Increased
2689	FFS Founders Financial Securities Towson, Maryland	$1.48M	+$578K	2	0.56%	Increased
2690	MCM McRae Capital Management Morristown, New Jersey	$1.47M	-$3.29K	2	0.6%	Reduced
2691	Assenagon Asset Management Senningerberg, Luxembourg	$1.47M	-$25.4M	2	0.03%	Reduced
2692	MP Marlowe Partners New York	$1.46M	+$1.49M	1	0.91%	New
2693	ADMI Albert D. Mason Inc Boston, Massachusetts	$1.46M	-$8.53K	1	1.22%	Reduced
2694	PAG Private Advisory Group Redmond, Washington	$1.45M	+$464K	4	0.86%	Increased
2695	SFM Signature Financial Management Norfolk, Virginia	$1.44M	+$243K	3	0.45%	Increased
2696	PI PHH Investments Addison, Texas	$1.44M	-$107K	2	0.49%	Reduced
2697	Meridian Wealth Management Lexington, Kentucky	$1.43M	+$123K	5	0.91%	Increased
2698	Waldron Private Wealth Bridgeville, Pennsylvania	$1.43M	-$2.54M	5	0.45%	Reduced
2699	GBA Garrison Bradford & Associates New York	$1.42M	-$391K	2	1.23%	Reduced
2700	WAS Winch Advisory Services Appleton, Wisconsin	$1.42M	-$67.6K	15	0.89%	Reduced