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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
5376	CAM Clio Asset Management Charlottesville, Virginia	$6.45M	-$226K	1	5.12%	Reduced
5377	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$6.44M	+$42.1K	22	2%	Increased
5378	Truepoint Inc Cincinnati, Ohio	$6.44M	+$1.25M	8	0.13%	Increased
5379	WWM Wiser Wealth Management Marietta, Georgia	$6.43M	+$2.18M	9	1.23%	Increased
5380	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$6.43M	-$360K	3	5.77%	Reduced
5381	MAM Mainsail Asset Management Birmingham, Alabama	$6.42M	+$2.04M	10	2.52%	Increased
5382	SC Schubert & Co Mckinney, Texas	$6.42M	+$1.85M	11	4.42%	Increased
5383	BF Baring Financial Bellingham, Washington	$6.41M	+$281K	7	3.53%	Increased
5384	LA Lakeside Advisors Seattle, Washington	$6.41M	-$67.3K	3	4.03%	Reduced
5385	GCS Gordian Capital (Singapore) Singapore	$6.4M	-$1.72M	21	11%	Reduced
5386	CS Capital Square Chattanooga, Tennessee	$6.4M	+$17.8K	8	2.81%	Increased
5387	FPB First PREMIER Bank Sioux Falls, South Dakota	$6.39M	-$89.8K	18	1.03%	Reduced
5388	EAM Eschler Asset Management London, United Kingdom	$6.38M	+$3.42M	4	11.35%	Increased
5389	WI Wedgewood Investors Erie, Pennsylvania	$6.38M	+$526K	6	6.55%	Increased
5390	SG Sankala Group Lyons, Colorado	$6.37M	+$830K	30	4.25%	Increased
5391	WFM Wolff Financial Management Kalamazoo, Michigan	$6.37M	-$723K	8	1.27%	Reduced
5392	CTC Corundum Trust Company Sioux Falls, South Dakota	$6.36M	$0	1	16.98%	Maintained
5393	PWM Pacific Wealth Management San Diego, California	$6.35M	-$2.25M	3	2.82%	Reduced
5394	MLM Mount Lucas Management Newtown, Pennsylvania	$6.35M	-$3.87M	7	2.26%	Reduced
5395	WIP WealthCare Investment Partners Portsmouth, Rhode Island	$6.35M	+$337K	8	1.54%	Increased
5396	CFA CWS Financial Advisors Kalamazoo, Michigan	$6.35M	+$833K	11	1.41%	Increased
5397	NCM New Capital Management Houston, Texas	$6.34M	-$6.28K	2	1.44%	Reduced
5398	PFO Pioneer Family Office North Miami Beach, Florida	$6.34M	+$4.05M	5	3.27%	Increased
5399	MSF Mustard Seed Financial Magnolia, Arkansas	$6.33M	+$370K	5	3.29%	Increased
5400	GPWA Gaddis Premier Wealth Advisors Durant, Oklahoma	$6.31M	+$659K	6	3.84%	Increased