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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
2701	LC Lourd Capital Beverly Hills, California	$1.22M	-$106K	2	0.12%	Reduced
2702	KP Keel Point Huntsville, Alabama	$1.22M	+$931	4	0.27%	Increased
2703	CCM Cribstone Capital Management Augusta, Maine	$1.21M	-$89.9K	15	0.74%	Reduced
2704	IP Investment Partners New Philadelphia, Ohio	$1.21M	-$978K	3	1.18%	Reduced
2705	ACM Americafirst Capital Management Roseville, California	$1.2M	+$527K	7	1.27%	Increased
2706	BF Blankinship & Foster Solana Beach, California	$1.2M	+$1.24M	1	1.12%	New
2707	HCM Huber Capital Management El Segundo, California	$1.2M	+$609K	1	0.05%	Increased
2708	Pure Financial Advisors San Diego, California	$1.2M	+$16.9K	1	0.36%	Increased
2709	WAS Winch Advisory Services Appleton, Wisconsin	$1.2M	+$196K	10	0.83%	Increased
2710	SICM Sustainable Insight Capital Management New York	$1.19M	+$1.18M	1	0.62%	New
2711	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$1.19M	-$42.7K	3	0.22%	Reduced
2712	AWA ARS Wealth Advisors St. Petersburg, Florida	$1.16M	+$285K	4	0.52%	Increased
2713	C CFO4Life Coppell, Texas	$1.15M	+$221K	2	0.95%	Increased
2714	GLA Good Life Advisors Reading, Pennsylvania	$1.13M	+$1.04M	4	0.66%	New
2715	ODCM Old Dominion Capital Management Charlottesville, Virginia	$1.13M	-$56K	1	1.34%	Reduced
2716	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$1.12M	+$41.4K	2	0.68%	Increased
2717	MUS Mitsubishi UFJ Securities Tokyo, Japan	$1.12M	-$812K	14	6.33%	Reduced
2718	OFW Omnia Family Wealth Aventura, Florida	$1.11M	+$1.09M	23	0.55%	New
2719	PVH Psagot Value Holdings Tel Aviv, Israel	$1.11M	+$565K	6	0.05%	Increased
2720	GWCM Godshalk Welsh Capital Management Radnor, Pennsylvania	$1.11M	-$17.9K	2	1.14%	Reduced
2721	BSB Bangor Savings Bank Bangor, Maine	$1.1M	-$63K	2	0.26%	Reduced
2722	SBA Seven Bridges Advisors New York	$1.1M	-$609K	3	1.12%	Reduced
2723	HPCM High Pointe Capital Management Chicago, Illinois	$1.09M	-$571K	1	1.79%	Reduced
2724	DE Day & Ennis Macon, Georgia	$1.09M	-$653	2	1.11%	Reduced
2725	NAM NTV Asset Management Charleston, West Virginia	$1.09M	-$21.2K	1	0.38%	Reduced