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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
4201	PG Proffitt & Goodson Knoxville, Tennessee	$16.8M	+$105K	22	2.31%	Increased
4202	WM Whitford Management New York	$16.8M	+$1.15M	4	15%	Increased
4203	HGP Haven Global Partners Atlanta, Georgia	$16.8M	+$3.04M	1	12.88%	Increased
4204	RLH RD Lewis Holdings Maitland, Florida	$16.8M	-$22.9K	8	12.42%	Reduced
4205	EB Emprise Bank Wichita, Kansas	$16.8M	-$42.2K	6	6.19%	Reduced
4206	OCPWS One Charles Private Wealth Services Hingham, Massachusetts	$16.8M	+$897K	11	3.86%	Increased
4207	NFG Nadler Financial Group Deerfield, Illinois	$16.8M	+$713K	9	1.42%	Increased
4208	NFGCM Norman Fields Gottscho Capital Management New York	$16.8M	-$276K	3	5.08%	Reduced
4209	WDL Well Done LLC Holland, Michigan	$16.8M	-$2.26M	10	2.26%	Reduced
4210	CCM Chickasaw Capital Management Memphis, Tennessee	$16.8M	+$59.6K	2	0.6%	Increased
4211	MWA Monograph Wealth Advisors Manhattan Beach, California	$16.8M	-$11.5M	4	1.38%	Reduced
4212	TCP TMB Capital Partners Little Rock, Arkansas	$16.8M	-$800K	10	5.23%	Reduced
4213	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$16.7M	+$1.66M	7	1.33%	Increased
4214	PTB Pioneer Trust Bank Salem, Oregon	$16.7M	+$209K	5	3.79%	Increased
4215	Alesco Advisors Pittsford, New York	$16.7M	-$2.23M	12	0.38%	Reduced
4216	TWM Triton Wealth Management Sun City, Arizona	$16.7M	+$1.77M	8	5.13%	Increased
4217	CQWA Chokshi & Queen Wealth Advisors San Diego, California	$16.7M	+$352K	6	7.73%	Increased
4218	FA Fermata Advisors Sonoma, California	$16.6M	+$1.69M	12	3.36%	Increased
4219	BAM Blueshift Asset Management Red Bank, New Jersey	$16.6M	-$1.81M	28	3.85%	Reduced
4220	UA URS Advisory Jupiter, Florida	$16.6M	+$789K	1	9.24%	Increased
4221	VCP Vista Capital Partners Portland, Oregon	$16.6M	+$383K	11	1.45%	Increased
4222	TLP Trinity Legacy Partners Houston, Texas	$16.6M	-$2.16M	3	3.31%	Reduced
4223	CEI Clark Estates Inc New York	$16.5M	+$2.81M	1	3.82%	Increased
4224	CRCM Crystal Rock Capital Management Bannockburn, Illinois	$16.5M	+$4.15M	4	8.43%	Increased
4225	CCA Cooper Capital Advisors Encinitas, California	$16.5M	+$238K	2	7.17%	Increased