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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
3326	SCA Sippican Capital Advisors Boston, Massachusetts	$1.1M	-$7.55K	2	1.23%	Reduced
3327	CMANY Capital Management Associates (New York) New York	$1.1M	+$1.01M	2	1.52%	New
3328	TFF The Family Firm Bethesda, Maryland	$1.1M	-$250K	3	0.37%	Reduced
3329	FAG Financial Advisory Group Houston, Texas	$1.09M	$0	2	0.29%	Maintained
3330	SSWG Seven Springs Wealth Group Brentwood, Tennessee	$1.09M	+$1.02M	6	0.74%	New
3331	Acorn Financial Advisory Services Reston, Virginia	$1.09M	+$889K	2	0.91%	New
3332	Angeles Investment Advisors Santa Monica, California	$1.09M	+$1.02M	2	0.22%	New
3333	Black Creek Investment Management Toronto, Ontario, Canada	$1.09M	+$124K	1	0.03%	Increased
3334	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$1.09M	+$3.26K	6	0.59%	Increased
3335	Stratos Investment Management Beachwood, Ohio	$1.09M	+$313K	2	0.5%	Increased
3336	HFRG Houlihan Financial Resource Group Ashburn, Virginia	$1.08M	+$1.02M	2	0.7%	New
3337	HPCM High Pointe Capital Management Chicago, Illinois	$1.08M	-$168K	3	1.28%	Reduced
3338	GWM GSB Wealth Management Guilford, Connecticut	$1.08M	+$1.57K	3	4.44%	Increased
3339	CCM Cobalt Capital Management Short Hills, New Jersey	$1.08M	+$478K	1	0.38%	Increased
3340	Marcum Wealth Cleveland, Ohio	$1.08M	+$1.02M	2	0.4%	New
3341	SFA Stewardship Financial Advisors Stockbridge, Georgia	$1.08M	-$5.18K	2	0.39%	Reduced
3342	Private Ocean San Rafael, California	$1.07M	+$78.2K	14	0.26%	Increased
3343	UAM UAS Asset Management New York	$1.06M	$0	1	0.39%	Maintained
3344	Campbell Wealth Management Alexandria, Virginia	$1.06M	-$46.6K	3	0.21%	Reduced
3345	CNFG Creegan & Nassoura Financial Group Portsmouth, New Hampshire	$1.05M	+$998K	1	1.06%	New
3346	NQWM Northwest Quadrant Wealth Management Bend, Oregon	$1.03M	+$17.4K	2	0.43%	Increased
3347	HPC Hobart Private Capital Charlotte, North Carolina	$1.03M	+$76.8K	2	0.63%	Increased
3348	George Kaiser Family Foundation Tulsa, Oklahoma	$1.03M	$0	1	0.32%	Maintained
3349	Legato Capital Management San Francisco, California	$1.03M	-$3.75M	1	0.21%	Reduced
3350	MFM Mirsky Financial Management Rochester, New York	$1.03M	-$5.78K	1	0.67%	Reduced