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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
3076	GWCM Godshalk Welsh Capital Management Radnor, Pennsylvania	$1.19M	+$9.9K	2	1.1%	Increased
3077	HCM Harvest Capital Management Concord, New Hampshire	$1.18M	+$220K	4	0.34%	Increased
3078	P8IP Pier 88 Investment Partners San Francisco, California	$1.18M	-$186K	2	0.5%	Reduced
3079	WA Wambolt & Associates Littleton, Colorado	$1.18M	+$32.6K	3	1%	Increased
3080	WCM Washington Capital Management Seattle, Washington	$1.18M	-$33.9K	3	1.34%	Reduced
3081	Summit Asset Management Memphis, Tennessee	$1.18M	+$254K	3	0.56%	Increased
3082	IF IRON Financial Northbrook, Illinois	$1.17M	+$40.4K	2	1.09%	Increased
3083	Tarbox Family Office Newport Beach, California	$1.15M	+$88K	41	0.36%	Increased
3084	Arbor Investment Advisors Winston Salem, North Carolina	$1.14M	+$31.1K	2	0.36%	Increased
3085	Gryphon Financial Partners Columbus, Ohio	$1.14M	-$1.34M	3	0.33%	Reduced
3086	HFA HC Financial Advisors Lafayette, California	$1.14M	-$51.8K	1	1.14%	Reduced
3087	Vision Capital Management Portland, Oregon	$1.14M	-$16.5K	2	0.3%	Reduced
3088	ZIM ZPR Investment Management Orange City, Florida	$1.13M	+$416K	1	2.3%	Increased
3089	Klingman & Associates New York	$1.13M	+$6.35K	2	0.21%	Increased
3090	Spring Creek Capital Wichita, Kansas	$1.13M	+$1.2M	1	0.41%	New
3091	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$1.13M	-$530K	1	1.16%	Reduced
3092	Pure Financial Advisors San Diego, California	$1.12M	-$301K	1	0.2%	Reduced
3093	Summit Financial Strategies Columbus, Ohio	$1.12M	-$219K	2	0.54%	Reduced
3094	RA Riverstone Advisors New Braunfels, Texas	$1.11M	$0	2	0.87%	Maintained
3095	FWM Fairhaven Wealth Management Oak Brook, Illinois	$1.11M	+$269K	4	1.03%	Increased
3096	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$1.11M	+$197K	2	1.1%	Increased
3097	VWA VERITY Wealth Advisors Sausalito, United States	$1.1M	-$24.8K	2	1.09%	Reduced
3098	FMTC Farmers & Merchants Trust Company Long Beach, California	$1.1M	+$24.8K	2	0.49%	Increased
3099	TFF The Family Firm Bethesda, Maryland	$1.09M	-$211K	4	0.39%	Reduced
3100	AIC Ayalon Insurance Company Ramat Gan, Israel	$1.09M	-$878K	2	0.74%	Reduced