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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
2776	SBA Seven Bridges Advisors New York	$1.15M	+$219K	2	0.97%	Increased
2777	ACM AUA Capital Management Camp Hill, Pennsylvania	$1.14M	$0	8	1.05%	Maintained
2778	VAM Visionary Asset Management Houston, Texas	$1.14M	+$41.7K	6	0.33%	Increased
2779	Peconic Partners New York	$1.13M	-$4.48M	1	0.18%	Reduced
2780	RC Reik & Co New York	$1.11M	+$44.1K	3	0.37%	Increased
2781	2L 22NW LP Seattle, Washington	$1.11M	+$998K	2	0.65%	New
2782	UC Unterberg Capital New York	$1.11M	+$966K	1	1.37%	New
2783	SRSA S.R. Schill & Associates Mercer Island, Washington	$1.1M	+$140K	1	0.66%	Increased
2784	PBO Peoples Bank (Ohio) Marietta, Ohio	$1.1M	-$303	3	0.6%	Reduced
2785	Park Avenue Securities New York	$1.1M	-$257K	4	0.34%	Reduced
2786	CA Capital Advantage Walnut Creek, California	$1.09M	+$34.5K	3	0.27%	Increased
2787	GWM GSB Wealth Management Guilford, Connecticut	$1.09M	$0	2	5.16%	Maintained
2788	TFF The Family Firm Bethesda, Maryland	$1.09M	+$208K	3	0.45%	Increased
2789	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$1.08M	-$48.7K	3	0.61%	Reduced
2790	WVP Worth Venture Partners Fort Lee, New Jersey	$1.07M	+$379K	3	0.93%	Increased
2791	SAM Sequent Asset Management Houston, Texas	$1.07M	$0	1	0.63%	Maintained
2792	IAA Ironsides Asset Advisors Rocky Mount, North Carolina	$1.07M	-$18.5K	1	0.44%	Reduced
2793	VNA VNBTrust National Association Charlottesville, Virginia	$1.06M	-$237K	3	0.42%	Reduced
2794	LC Landaas & Company Milwaukee, Wisconsin	$1.06M	+$1.02M	5	0.93%	New
2795	TFO Tarbox Family Office Newport Beach, California	$1.05M	+$13.9K	16	0.46%	Increased
2796	TIM Tortoise Investment Management White Plains, New York	$1.04M	+$587K	13	0.31%	Increased
2797	CC Cedar Capital Barrington, Illinois	$1.03M	+$397K	3	0.49%	Increased
2798	CJA C-J Advisory San Jose, California	$1.03M	-$23.8K	3	0.76%	Reduced
2799	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$1.02M	+$938K	2	0.1%	Increased
2800	NFP Narus Financial Partners Salt Lake City, Utah	$1.01M	-$230K	3	0.89%	Reduced