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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
1726	JPMIA J.P. Marvel Investment Advisors Boston, Massachusetts	$5.25M	+$36.4K	3	2.04%	Increased
1727	LMAM Legg Mason Asset Management Tokyo, Japan	$5.21M	+$743K	4	2.82%	Increased
1728	PAM Premier Asset Management Chicago, Illinois	$5.21M	+$5.42M	4	1.5%	New
1729	Brinker Capital Investments Berwyn, Pennsylvania	$5.19M	+$133K	5	0.21%	Increased
1730	NA Navellier & Associates Reno, Nevada	$5.19M	-$1.84M	9	0.15%	Reduced
1731	RAM Redmond Asset Management Henrico, Virginia	$5.17M	-$11.2K	3	3.01%	Reduced
1732	P3I Progeny 3 Inc Kirkland, Washington	$5.16M	+$166K	5	3.38%	Increased
1733	CBT Central Bank & Trust Lexington, Kentucky	$5.15M	-$1.09M	7	2.31%	Reduced
1734	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$5.14M	+$1.81M	14	1.76%	Increased
1735	ACM Argentus Capital Management Dallas, Texas	$5.14M	-$3.06M	4	1.19%	Reduced
1736	LW Linscomb Wealth Houston, Texas	$5.13M	+$673K	5	0.67%	Increased
1737	K Kemper Chicago, Illinois	$5.13M	$0	3	1.7%	Maintained
1738	HJA Hugh Johnson Advisors Albany, New York	$5.12M	-$196K	2	2.17%	Reduced
1739	CA Callahan Advisors Houston, Texas	$5.12M	+$264K	1	1.95%	Increased
1740	AIA Alerus Investment Advisors Wayzata, Minnesota	$5.1M	-$1.87M	2	1.02%	Reduced
1741	IT Independence Trust Franklin, Tennessee	$5.09M	-$23.9K	2	3.76%	Reduced
1742	GVT Genesee Valley Trust Pittsford, New York	$5.07M	+$97.4K	14	3.74%	Increased
1743	BAM Burnham Asset Management New York	$5.07M	+$115K	7	1.26%	Increased
1744	FFC First Financial Corp Terre Haute, Indiana	$5.06M	-$154K	9	2.49%	Reduced
1745	SIA SeaBridge Investment Advisors Summit, New Jersey	$5.05M	-$2.12M	2	1.23%	Reduced
1746	TNB Thomasville National Bank Thomasville, Georgia	$5.01M	+$1.6M	3	2.61%	Increased
1747	AP Advisor Partners Walnut Creek, California	$5.01M	+$332K	8	3.58%	Increased
1748	PTC Private Trust Company Cleveland, Ohio	$4.99M	-$317K	39	2.26%	Reduced
1749	RAM RWC Asset Management London, United Kingdom	$4.99M	-$3.09M	3	0.58%	Reduced
1750	DIS Diversified Investment Strategies Baton Rouge, Louisiana	$4.98M	-$574K	3	4.05%	Reduced