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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
2976	GTAM Global Trust Asset Management West Palm Beach, Florida	$1.31M	-$180K	13	0.99%	Reduced
2977	AMCA Arthur M. Cohen & Associates Northbrook, Illinois	$1.3M	+$239K	3	0.49%	Increased
2978	PGA Premia Global Advisors Coral Gables, Florida	$1.3M	-$7M	6	1.7%	Reduced
2979	SNBOSCI Security National Bank of Sioux City Iowa Sioux City, Iowa	$1.3M	+$740K	1	1.22%	Increased
2980	UCI Uncommon Cents Investing Janesville, Wisconsin	$1.29M	-$14.3K	1	0.83%	Reduced
2981	I2I Insight 2811 Inc Chicago, Illinois	$1.29M	-$110K	2	0.89%	Reduced
2982	SCP Silverleafe Capital Partners Germantown, Tennessee	$1.28M	+$63.4K	2	0.8%	Increased
2983	GCC Game Creek Capital Boston, Massachusetts	$1.27M	+$1.29M	1	0.54%	New
2984	OFW Omnia Family Wealth Aventura, Florida	$1.27M	-$76K	20	0.6%	Reduced
2985	CWM Connecticut Wealth Management Farmington, Connecticut	$1.27M	-$74.3K	3	0.61%	Reduced
2986	ALIONA Allianz Life Insurance of North America Minneapolis, Minnesota	$1.27M	-$282K	3	1.5%	Reduced
2987	AWM AllSquare Wealth Management Albany, New York	$1.27M	+$157K	16	0.96%	Increased
2988	WFI West Family Investments Carlsbad, California	$1.26M	$0	1	0.31%	Maintained
2989	GIM GCA Investment Management New York	$1.26M	-$8.22M	1	2.81%	Reduced
2990	Peconic Partners New York	$1.25M	+$110K	2	0.23%	Increased
2991	TFF The Family Firm Bethesda, Maryland	$1.24M	-$23.1K	4	0.47%	Reduced
2992	KFA Kelleher Financial Advisors New York	$1.24M	-$213K	2	1.78%	Reduced
2993	B Bridgeworth Birmingham, Alabama	$1.24M	+$275K	11	0.53%	Increased
2994	GBA Garrison Bradford & Associates New York	$1.24M	$0	2	1.02%	Maintained
2995	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$1.24M	-$406K	1	0.04%	Reduced
2996	Scharf Investments Los Gatos, California	$1.24M	+$316K	2	0.04%	Increased
2997	MKP Capital Management New York	$1.23M	-$4.82M	1	0.6%	Reduced
2998	KWMG King Wealth Management Group Naples, Florida	$1.23M	-$228K	2	0.42%	Reduced
2999	GWCM Godshalk Welsh Capital Management Radnor, Pennsylvania	$1.22M	-$23.1K	2	1.28%	Reduced
3000	VNA VNBTrust National Association Charlottesville, Virginia	$1.19M	-$37.2K	4	0.44%	Reduced