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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
3826	Barings Charlotte, North Carolina	$21.6M	+$3.26M	12	0.38%	Increased
3827	PCMU Paragon Capital Management (Utah) Provo, Utah	$21.6M	+$4.11M	7	16.02%	Increased
3828	KFA Kelleher Financial Advisors New York	$21.6M	+$10.1M	24	3.06%	Increased
3829	CAM Claret Asset Management Montreal, Quebec, Canada	$21.6M	-$4M	32	2.32%	Reduced
3830	CNBOF City National Bank of Florida Miami, Florida	$21.6M	+$7.73M	12	9.04%	Increased
3831	CC Corsicana & Co Corsicana, Texas	$21.5M	-$1.21M	16	10.44%	Reduced
3832	HCM Hutchinson Capital Management San Rafael, California	$21.5M	+$1.67M	6	3.69%	Increased
3833	NB NBH Bank Greenwood Village, Colorado	$21.5M	+$19.9M	33	9.07%	New
3834	AWA AGH Wealth Advisors Wichita, Kansas	$21.5M	+$1.4M	18	13.58%	Increased
3835	CAC Certified Advisory Corp Altamonte Springs, Florida	$21.5M	+$171K	14	1.73%	Increased
3836	BF Brucke Financial Indianapolis, Indiana	$21.5M	+$769K	15	9.55%	Increased
3837	AW Alchemi Wealth Essex, Connecticut	$21.5M	+$1.26M	15	10.06%	Increased
3838	SCI Stableford Capital II Scottsdale, Arizona	$21.5M	-$3.11M	9	7.44%	Reduced
3839	SL Sentry LLC Memphis, Tennessee	$21.5M	+$615K	10	6.01%	Increased
3840	Members Trust Tampa, Florida	$21.5M	-$246K	15	0.67%	Reduced
3841	JWM Jackson Wealth Management Lake Mary, Florida	$21.5M	-$186M	8	12.63%	Reduced
3842	EF Evanson Financial Mclean, Virginia	$21.5M	+$18.8M	7	1.05%	New
3843	SAS SMI Advisory Services Columbus, Indiana	$21.4M	+$18.9M	2	3.47%	Increased
3844	VRM Vectors Research Management New York	$21.4M	-$698K	9	5.6%	Reduced
3845	BWM Braeburn Wealth Management Muskegon, Michigan	$21.4M	+$440K	18	9.19%	Increased
3846	KIG Kessler Investment Group Columbus, Indiana	$21.4M	+$8.15M	3	9.14%	Increased
3847	ACM Arlington Capital Management Arlington Heights, Illinois	$21.4M	+$2.1M	14	13.3%	Increased
3848	GWWM Great Waters Wealth Management Shoreview, Minnesota	$21.4M	+$255K	11	1.98%	Increased
3849	SRS Strong Retirement Solutions Silverdale, Washington	$21.4M	+$3.64M	5	12.81%	Increased
3850	AM Account Management Boxford, Massachusetts	$21.4M	-$446K	3	21.58%	Reduced