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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
2726	HF Hoxton Financial Shepherdstown, West Virginia	$451K	+$24	7	0.19%	Increased
2727	CCA Covey Capital Advisors Atlanta, Georgia	$450K	+$422K	1	0.27%	New
2728	SIA Starfire Investment Advisers Southfield, Michigan	$449K	+$449K	1	0.29%	New
2729	Caprock Group Boise, Idaho	$448K	+$53.8K	1	0.46%	Increased
2730	MKC M. Kraus & Co Shelburne, Vermont	$441K	$0	1	0.32%	Maintained
2731	IWA Inspirion Wealth Advisors Libertyville, Illinois	$421K	+$203K	2	0.34%	Increased
2732	LFR Lehman Financial Resources Media, Pennsylvania	$420K	-$76.1K	9	0.19%	Reduced
2733	Montrusco Bolton Investments Montreal, Quebec, Canada	$418K	-$60.4K	1	0.03%	Reduced
2734	BP BBR Partners New York	$417K	-$5.73K	1	0.06%	Reduced
2735	WCM Waterstone Capital Management St. Louis Park, Minnesota	$417K	-$27.3M	1	0.2%	Reduced
2736	CCM Corsair Capital Management New York	$412K	-$1.09M	1	0.04%	Reduced
2737	CM Cornerstone Management Duluth, Georgia	$408K	-$3.03K	1	0.31%	Reduced
2738	CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota	$402K	+$11.4K	1	0.09%	Increased
2739	JC Jetstream Capital Brentwood, Tennessee	$401K	-$2.6M	1	0.03%	Reduced
2740	NFGCM Norman Fields Gottscho Capital Management New York	$396K	$0	1	0.25%	Maintained
2741	PHS Pekin Hardy Strauss Chicago, Illinois	$396K	-$3.57M	1	0.07%	Reduced
2742	FHB First Hawaiian Bank Honolulu, Hawaii	$393K	-$652K	1	0.06%	Reduced
2743	NEAM New England Asset Management Farmington, Connecticut	$390K	-$699K	3	0.01%	Reduced
2744	MWAN Mariner Wealth Advisors (NYC) Overland Park, Kansas	$388K	+$397K	20	0.19%	New
2745	AWM Affinity Wealth Management Wilmington, Delaware	$386K	+$37.5K	1	0.23%	Increased
2746	GWA Genesis Wealth Advisors Braintree, Massachusetts	$379K	-$29.3K	6	0.31%	Reduced
2747	FBFS First Business Financial Services Madison, Wisconsin	$377K	-$312K	1	0.11%	Reduced
2748	CCA Castle Creek Arbitrage Avon, Colorado	$372K	-$383K	0	–	Closed
2749	SC Stratford Consulting Addison, Texas	$372K	+$1.59K	1	0.18%	Increased
2750	Avior Wealth Management Omaha, Nebraska	$371K	-$52.1K	10	0.29%	Reduced