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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
2751	FSA Franklin Street Advisors Chapel Hill, North Carolina	$2.31M	-$8.79M	3	0.31%	Reduced
2752	CPA Columbia Pacific Advisors Seattle, Washington	$2.31M	+$1.28M	2	3.18%	Increased
2753	UBG United Bank (Georgia) Zebulon, Georgia	$2.31M	+$191K	2	1.82%	Increased
2754	FPB First PREMIER Bank Sioux Falls, South Dakota	$2.3M	-$67.2K	7	1.42%	Reduced
2755	CHJWM Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas	$2.3M	+$128K	2	1.41%	Increased
2756	BFC Blue Fin Capital Warren, Rhode Island	$2.28M	+$245K	3	1.13%	Increased
2757	SHA Seneca House Advisors Richmond, Virginia	$2.28M	-$14.9K	3	1.78%	Reduced
2758	BST Bath Savings Trust Bath, Maine	$2.27M	+$122K	2	0.5%	Increased
2759	CFA Camarda Financial Advisors Fleming Island, Florida	$2.27M	-$248K	5	2.58%	Reduced
2760	FTI Fiduciary Trust International Lincoln, Massachusetts	$2.27M	+$6.62K	2	0.65%	Increased
2761	Jasper Ridge Partners Menlo Park, California	$2.26M	$0	2	0.12%	Maintained
2762	FA FMA Advisory Harrisburg, Pennsylvania	$2.26M	-$1.44M	4	1.01%	Reduced
2763	NFG Nations Financial Group Cedar Rapids, Iowa	$2.25M	-$23.4K	4	1.62%	Reduced
2764	IAA Ironsides Asset Advisors Rocky Mount, North Carolina	$2.25M	$0	3	0.68%	Maintained
2765	MAA Mraz Amerine & Associates Modesto, California	$2.25M	+$201K	5	0.67%	Increased
2766	GCMG Gyroscope Capital Management Group Naples, Florida	$2.24M	+$717K	4	0.92%	Increased
2767	HA Highland Associates Birmingham, Alabama	$2.24M	+$2.4M	1	0.34%	New
2768	SC Selz Capital New York	$2.23M	-$12.3M	1	0.49%	Reduced
2769	TL TrueWealth LLC Atlanta, Georgia	$2.23M	-$39.3K	27	1.02%	Reduced
2770	CRIG Charter Research & Investment Group Southport, Connecticut	$2.23M	$0	4	2.43%	Maintained
2771	GLAM Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$2.23M	-$88.1M	1	0.17%	Reduced
2772	Global Retirement Partners San Rafael, California	$2.22M	+$67.5K	37	0.5%	Increased
2773	BFC Bedel Financial Consulting Indianapolis, Indiana	$2.21M	+$45.1K	19	1.48%	Increased
2774	BW Bison Wealth Atlanta, Georgia	$2.21M	-$122K	4	1.45%	Reduced
2775	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$2.21M	+$607K	6	1.53%	Increased