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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	CPR CSU Producer Resources Fairfield, Ohio	$1.13M	$0	1	4.41%	Maintained
2977	TAMH Taikang Asset Management (HK) Hong Kong	$1.13M	$0	1	0.14%	Maintained
2978	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$1.12M	-$3.6K	2	1.08%	Reduced
2979	RIM Reliant Investment Management Memphis, Tennessee	$1.12M	-$53.7K	1	0.78%	Reduced
2980	PIA Pinion Investment Advisors Wichita, Kansas	$1.12M	+$261K	3	2.15%	Increased
2981	FBA Front Barnett Associates Chicago, Illinois	$1.12M	$0	1	0.17%	Maintained
2982	EDRIA Edmonds Duncan Registered Investment Advisors Lawrence, Kansas	$1.12M	-$4.87K	2	0.46%	Reduced
2983	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$1.12M	-$243K	1	0.03%	Reduced
2984	SRSA S.R. Schill & Associates Mercer Island, Washington	$1.11M	-$226K	1	0.68%	Reduced
2985	CHA Cooper/Haims Advisors Victor, New York	$1.1M	-$71	3	0.76%	Reduced
2986	LFS Legacy Financial Strategies Overland Park, Kansas	$1.1M	+$636K	2	1.12%	Increased
2987	BCA Berman Capital Advisors Atlanta, Georgia	$1.1M	-$118K	3	0.46%	Reduced
2988	DWM Dorchester Wealth Management Montreal, Quebec, Canada	$1.1M	+$28.9K	3	0.34%	Increased
2989	NA Nottingham Advisors Amherst, New York	$1.09M	+$1.03M	2	0.17%	New
2990	HBWM Hollow Brook Wealth Management Katonah, New York	$1.09M	-$711K	1	0.85%	Reduced
2991	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$1.09M	-$53.3K	3	0.56%	Reduced
2992	DIM DC Investments Management Mclean, Virginia	$1.08M	+$99.2K	3	0.73%	Increased
2993	DA Doliver Advisors Houston, Texas	$1.08M	+$107K	2	0.44%	Increased
2994	BCP Berkeley Capital Partners Milton, Georgia	$1.08M	-$29.3K	2	0.61%	Reduced
2995	Simon Quick Advisors Morristown, New Jersey	$1.08M	-$186K	9	0.43%	Reduced
2996	Circle Wealth Management Summit, New Jersey	$1.08M	-$62.9K	3	0.34%	Reduced
2997	MSA Marino Stram & Associates Braintree, Massachusetts	$1.08M	+$40.3K	12	0.86%	Increased
2998	PBO Peoples Bank (Ohio) Marietta, Ohio	$1.07M	-$101K	3	0.62%	Reduced
2999	MUAMU Mitsubishi UFJ Asset Management (UK) London, United Kingdom	$1.07M	-$4.16M	1	0.52%	Reduced
3000	ACA Ackerman Capital Advisors Dallas, Texas	$1.07M	+$1.1M	3	3.69%	New