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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
5326	I2I Insight 2811 Inc Chicago, Illinois	$6.79M	+$47.5K	5	2.63%	Increased
5327	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$6.78M	-$290K	8	1.56%	Reduced
5328	GWI Grace & White Inc Ny, New York	$6.78M	-$5.49M	1	1.07%	Reduced
5329	MSCM McElhenny Sheffield Capital Management Dallas, Texas	$6.77M	+$2.55M	10	1.68%	Increased
5330	SR Syntax Research Boca Raton, Florida	$6.76M	-$7.75M	12	4.94%	Reduced
5331	MHWM Montz Harcus Wealth Management New Orleans, Louisiana	$6.76M	+$300K	7	2.4%	Increased
5332	SL SFM LLC Manchester, New Hampshire	$6.74M	-$358K	5	3.45%	Reduced
5333	FS Ferguson Shapiro Decatur, Georgia	$6.72M	+$3.8M	3	1.97%	Increased
5334	JBC Jefferson Bridge Capital Nashville, Tennessee	$6.72M	-$941K	3	5.83%	Reduced
5335	GS Gagnon Securities New York	$6.72M	-$6.04M	8	1.3%	Reduced
5336	WWWM White Wing Wealth Management The Wodlands, Texas	$6.72M	+$225K	4	3.5%	Increased
5337	PPL Planning Project LLC The Woodlands, Texas	$6.71M	+$6.94M	1	1.34%	New
5338	AM Atwater Malick Lancaster, Pennsylvania	$6.71M	+$2.75M	9	1.46%	Increased
5339	OFG OmniStar Financial Group Wilmington, North Carolina	$6.7M	-$1.76M	5	3.09%	Reduced
5340	PD Planning Directions Glen Mills, Pennsylvania	$6.69M	-$400K	6	3.1%	Reduced
5341	SWIM Smallwood Wealth Investment Management Red Bank, New Jersey	$6.69M	+$532K	24	2.92%	Increased
5342	ZIG Zuckerman Investment Group Chicago, Illinois	$6.69M	+$552K	8	0.57%	Increased
5343	TF Tenzing Financial Williamsburg, Virginia	$6.69M	+$899K	9	4.59%	Increased
5344	CFCS CDM Financial Counseling Services Norwich, Connecticut	$6.67M	-$746K	5	5.75%	Reduced
5345	MCM Magnolia Capital Management Cold Spring, New York	$6.67M	+$7.71K	6	4.6%	Increased
5346	RIG Ramiah Investment Group Brookfield, Wisconsin	$6.67M	+$4.29M	7	5.09%	Increased
5347	HFAS Hummer Financial Advisory Services Chicago, Illinois	$6.66M	-$437K	7	4.38%	Reduced
5348	AWM Athena Wealth Management Reno, Nevada	$6.66M	-$1.97M	6	4.95%	Reduced
5349	RA Ruggaard & Associates Hudson, Ohio	$6.65M	-$13.6K	9	2.39%	Reduced
5350	T TrustBank Olney, Illinois	$6.63M	+$140K	9	2.25%	Increased