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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
5176	SFS Security Financial Services Fort Wayne, Indiana	$7.89M	+$1.59M	10	1.09%	Increased
5177	BJF Blue Jean Financial Albany, New York	$7.87M	-$13.6M	5	5.48%	Reduced
5178	GWCM Godshalk Welsh Capital Management Radnor, Pennsylvania	$7.83M	+$206K	7	4.22%	Increased
5179	DWM Dogwood Wealth Management Lenexa, Kansas	$7.83M	-$128K	48	3.09%	Reduced
5180	FCM Flagship Capital Management Media, Pennsylvania	$7.82M	+$57.2K	3	4.93%	Increased
5181	EC Eaton-Cambridge Phoenix, Arizona	$7.79M	+$1.34M	10	2.19%	Increased
5182	LGW Leslie Global Wealth Itasca, Illinois	$7.75M	+$928K	10	3.02%	Increased
5183	JTF J. Team Financial Abilene, Texas	$7.74M	+$769K	12	7.52%	Increased
5184	DCP Diameter Capital Partners New York	$7.74M	+$8.24M	1	0.62%	New
5185	WAU Wellington-Altus USA Winnipeg, Manitoba, Manitoba, Canada	$7.73M	-$1.28M	29	5.51%	Reduced
5186	EFL ERn Financial LLC Middleton, Wisconsin	$7.72M	+$1.84M	10	1.28%	Increased
5187	RC Reik & Co New York	$7.71M	+$622K	6	2.01%	Increased
5188	EWA Etesian Wealth Advisors West Linn, Oregon	$7.7M	+$1.85M	5	2.28%	Increased
5189	Saba Capital Management New York	$7.7M	-$39.6M	2	0.2%	Reduced
5190	SI Stirlingshire Investments New York	$7.7M	+$2.3M	14	5.71%	Increased
5191	RTC Riverview Trust Company Vancouver, Washington	$7.69M	-$288K	9	9.17%	Reduced
5192	T Tidemark San Diego, California	$7.69M	+$453K	33	1.73%	Increased
5193	RCM Requisite Capital Management Dallas, Texas	$7.69M	+$201K	10	1.27%	Increased
5194	TCM Turas Capital Management Boston, Massachusetts	$7.68M	+$7.04M	3	3.53%	New
5195	WCM Windsor Capital Management Phoenix, Arizona	$7.68M	-$292K	8	2%	Reduced
5196	MSWM Mowery & Schoenfeld Wealth Management Lincolnshire, Illinois	$7.67M	+$951K	22	10.46%	Increased
5197	TSS Taylor Securities Services Harrisburg, Pennsylvania	$7.65M	+$518K	3	3.11%	Increased
5198	VC Veery Capital Wilmington, Delaware	$7.65M	+$1.04M	11	2.05%	Increased
5199	WF Womack Financial Dallas, Texas	$7.64M	-$309K	5	5.05%	Reduced
5200	JA JVL Associates Wyoming, Michigan	$7.64M	+$2.04M	10	2.17%	Increased