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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
2801	NFG Nations Financial Group Cedar Rapids, Iowa	$2.15M	+$501K	5	1.8%	Increased
2802	Maven Securities St Helier, Jersey	$2.15M	+$845K	2	1.19%	Increased
2803	JAM JW Asset Management Miami Beach, Florida	$2.15M	$0	1	1.37%	Maintained
2804	CA Cornerstone Advisory Hunt Valley, Maryland	$2.14M	-$4K	4	0.71%	Reduced
2805	ACM American Capital Management New York	$2.14M	+$115K	1	0.11%	Increased
2806	BST Bath Savings Trust Bath, Maine	$2.14M	+$53K	2	0.5%	Increased
2807	CAC Certified Advisory Corp Altamonte Springs, Florida	$2.14M	+$92.5K	21	1.19%	Increased
2808	C Cerebellum San Francisco, California	$2.13M	+$134K	13	3.57%	Increased
2809	DS Dudley & Shanley Palm Beach, Florida	$2.13M	-$9.44K	1	0.41%	Reduced
2810	CHJWM Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas	$2.12M	+$8.08K	2	1.37%	Increased
2811	Global Retirement Partners San Rafael, California	$2.12M	-$30.1K	36	0.54%	Reduced
2812	IP Investment Partners New Philadelphia, Ohio	$2.12M	+$89K	5	1.57%	Increased
2813	MTCM Mint Tower Capital Management Amsterdam, Netherlands	$2.1M	-$475K	3	0.28%	Reduced
2814	BWM Bernicke Wealth Management Altoona, Wisconsin	$2.09M	+$840K	3	1.46%	Increased
2815	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$2.09M	-$220K	8	1.51%	Reduced
2816	DAM Diamant Asset Management Ridgefield, Connecticut	$2.08M	$0	2	2.02%	Maintained
2817	PAS Point72 Asia (Singapore) Singapore	$2.08M	+$2.31M	1	27.17%	New
2818	SL Summitry LLC Foster City, California	$2.08M	-$29.1K	2	0.19%	Reduced
2819	MS Marshall & Sullivan Seattle, Washington	$2.08M	+$93.6K	1	1.92%	Increased
2820	ADMI Albert D. Mason Inc Boston, Massachusetts	$2.07M	-$93.5K	2	1.5%	Reduced
2821	FHC First Heartland Consultants Lake St. Louis, Missouri	$2.07M	+$245K	4	0.73%	Increased
2822	KFGK Keystone Financial Group (Kentucky) Lexington, Kentucky	$2.06M	+$67.6K	5	1.15%	Increased
2823	P8IP Pier 88 Investment Partners San Francisco, California	$2.05M	+$150K	3	0.96%	Increased
2824	TDC Thompson Davis & Co Richmond, Virginia	$2.05M	-$89.9K	21	4.88%	Reduced
2825	Waldron Private Wealth Bridgeville, Pennsylvania	$2.04M	+$262K	6	0.44%	Increased