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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
3126	WA WP Advisors San Francisco, California	$603K	-$46.1K	5	0.56%	Reduced
3127	AIP Almanack Investment Partners Wayne, Pennsylvania	$602K	+$10.8K	4	0.16%	Increased
3128	CIC Chase Investment Counsel Charlottesville, Virginia	$601K	-$1.78M	2	0.31%	Reduced
3129	WRM Weybosset Research & Management Province, Rhode Island	$600K	+$201K	2	0.35%	Increased
3130	CWM Capital Wealth Management W. Warwick, Rhode Island	$595K	$0	1	0.52%	Maintained
3131	CC Claybrook Capital Wellesley, Massachusetts	$594K	$0	5	0.35%	Maintained
3132	BWM BigSur Wealth Management Miami, Florida	$593K	+$5.35K	2	0.37%	Increased
3133	TCB Texas Capital Bancshares Dallas, Texas	$591K	$0	2	1.24%	Maintained
3134	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$583K	-$4.87K	1	0.52%	Reduced
3135	CCM Concourse Capital Management Atlanta, Georgia	$581K	$0	1	0.34%	Maintained
3136	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$581K	+$7.73K	1	0.41%	Increased
3137	B Bridgeworth Birmingham, Alabama	$569K	-$597K	2	0.31%	Reduced
3138	LCG Lisanti Capital Growth New York	$558K	-$7.27M	1	0.19%	Reduced
3139	PFM Probabilities Fund Management White Plains, New York	$557K	$0	1	1.25%	Maintained
3140	Alesco Advisors Pittsford, New York	$555K	+$53.7K	2	0.03%	Increased
3141	JCM JS Capital Management New York	$550K	+$547K	1	0.15%	New
3142	HFA High Falls Advisors Rochester, New York	$549K	-$1.11M	2	0.19%	Reduced
3143	SM Southport Management Wilson, Wyoming	$547K	-$276K	1	3.43%	Reduced
3144	TA Trellis Advisors Ellensburg, Washington	$538K	-$5.66K	1	0.48%	Reduced
3145	PP Professional Planning Thousand Oaks, California	$537K	-$35.5K	1	0.75%	Reduced
3146	EAMA EFG Asset Management (Americas) Miami, Florida	$534K	+$107K	1	0.15%	Increased
3147	ME McIlrath & Eck Arlington, Washington	$534K	+$118K	19	0.31%	Increased
3148	NVCHI New Vernon Capital Holdings II Morristown, New Jersey	$533K	+$22.2K	2	0.55%	Increased
3149	WMG WESCAP Management Group Glendale, California	$529K	+$55.8K	1	0.27%	Increased
3150	HFP Holistic Financial Partners Indianapolis, Indiana	$520K	+$516K	3	0.49%	Increased