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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
3001	RC Reik & Co New York	$1.19M	-$10.7K	3	0.37%	Reduced
3002	LC Landaas & Company Milwaukee, Wisconsin	$1.18M	+$305K	6	0.95%	Increased
3003	Front Barnett Associates Chicago, Illinois	$1.18M	+$2.66K	1	0.19%	Increased
3004	RIM Reliant Investment Management Memphis, Tennessee	$1.17M	-$49K	1	0.88%	Reduced
3005	Simon Quick Advisors Morristown, New Jersey	$1.17M	-$292K	12	0.5%	Reduced
3006	Truepoint Inc Cincinnati, Ohio	$1.17M	+$1.15M	2	0.11%	Increased
3007	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$1.15M	+$1.22K	2	1.24%	Increased
3008	IWA Intercontinental Wealth Advisors San Antonio, Texas	$1.15M	-$670K	3	0.64%	Reduced
3009	QCM Quadrant Capital Management Fairfield, New Jersey	$1.15M	+$172K	1	0.82%	Increased
3010	TWM Titus Wealth Management Larskpur, California	$1.14M	+$701K	3	1.22%	Increased
3011	AI ArchPoint Investors Coral Gables, Florida	$1.13M	-$467K	2	0.33%	Reduced
3012	IF IRON Financial Northbrook, Illinois	$1.13M	+$41.2K	3	0.61%	Increased
3013	HH HWG Holdings Houston, Texas	$1.13M	-$1.42M	2	0.94%	Reduced
3014	DIM DC Investments Management Mclean, Virginia	$1.12M	-$585K	2	0.71%	Reduced
3015	Gryphon Financial Partners Columbus, Ohio	$1.11M	-$204K	30	0.5%	Reduced
3016	PCM Poehling Capital Management Madison, Wisconsin	$1.11M	-$24.9K	10	0.97%	Reduced
3017	Bienville Capital Management New York	$1.11M	-$1.13M	3	0.09%	Reduced
3018	AAM American Asset Management Boca Raton, Florida	$1.11M	+$60.7K	3	0.73%	Increased
3019	FM Fondren Management Houston, Texas	$1.09M	+$1.1M	1	0.84%	New
3020	SCA Sippican Capital Advisors Boston, Massachusetts	$1.09M	+$31.5K	2	1.09%	Increased
3021	QCIG Quad-Cities Investment Group Davenport, Iowa	$1.09M	+$387K	14	1.01%	Increased
3022	RQS Ramsey Quantitative Systems Louisville, Kentucky	$1.08M	-$849K	5	1.09%	Reduced
3023	PBO Peoples Bank (Ohio) Marietta, Ohio	$1.08M	-$43.1K	3	0.63%	Reduced
3024	Tarbox Family Office Newport Beach, California	$1.08M	-$4.76K	19	0.42%	Reduced
3025	CHA Cooper/Haims Advisors Victor, New York	$1.08M	+$108K	3	0.8%	Increased