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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	HCP Holt Capital Partners Fort Worth, Texas	$1.29M	-$15K	1	0.45%	Reduced
2727	NFG Nations Financial Group Cedar Rapids, Iowa	$1.29M	+$19.8K	2	1.26%	Increased
2728	GWS Glassman Wealth Services Vienna, Virginia	$1.28M	-$226K	21	0.89%	Reduced
2729	UAS United Asset Strategies Garden City, New York	$1.28M	+$69.6K	1	0.39%	Increased
2730	Simon Quick Advisors Morristown, New Jersey	$1.28M	-$1.76M	12	0.76%	Reduced
2731	Heritage Wealth Advisors Richmond, Virginia	$1.28M	-$6.11K	4	0.69%	Reduced
2732	MCF Advisors Covington, Kentucky	$1.27M	-$96.7K	13	0.27%	Reduced
2733	ODCM Old Dominion Capital Management Charlottesville, Virginia	$1.27M	+$550	1	1.4%	Increased
2734	HPCM High Pointe Capital Management Chicago, Illinois	$1.27M	+$294K	2	2.01%	Increased
2735	FFC First Financial Corp Terre Haute, Indiana	$1.26M	-$49.9K	11	0.8%	Reduced
2736	GAM Gemmer Asset Management Walnut Creek, California	$1.26M	+$171K	42	0.56%	Increased
2737	AFA Abacus FCF Advisors Orlando, Florida	$1.25M	+$714K	10	10.31%	Increased
2738	Arax Advisory Partners Denver, Colorado	$1.25M	+$419K	15	0.6%	Increased
2739	IP Investment Partners New Philadelphia, Ohio	$1.25M	-$53.7K	3	1.2%	Reduced
2740	WFI West Family Investments Carlsbad, California	$1.24M	$0	1	0.24%	Maintained
2741	Moneta Group Investment Advisors St Louis, Missouri	$1.24M	-$298K	3	0.25%	Reduced
2742	DE Day & Ennis Macon, Georgia	$1.23M	+$59K	2	1.16%	Increased
2743	PAM PT Asset Management Chicago, Illinois	$1.22M	+$786K	2	0.32%	Increased
2744	RQS Ramsey Quantitative Systems Louisville, Kentucky	$1.22M	-$2.02M	2	1.39%	Reduced
2745	FMA FNY Managed Accounts New York	$1.22M	+$1.01M	29	3.78%	Increased
2746	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$1.21M	$0	3	0.22%	Maintained
2747	PWS Peloton Wealth Strategists Indianapolis, Indiana	$1.2M	-$284K	1	0.99%	Reduced
2748	MBT Monroe Bank & Trust Monroe, Michigan	$1.2M	-$284K	5	0.4%	Reduced
2749	EAM Evanson Asset Management Carmel, California	$1.19M	-$206K	2	0.29%	Reduced
2750	BA Birinyi Associates Westport, Connecticut	$1.18M	+$295K	2	0.59%	Increased