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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
1851	AAM Azzad Asset Management Falls Church, Virginia	$4.03M	-$71.8K	11	3.31%	Reduced
1852	UR USCA RIA Houston, Texas	$4.02M	-$584K	4	1.83%	Reduced
1853	GIS Guardian Investor Services New York	$4.02M	-$37.9K	16	3.35%	Reduced
1854	Capital Analysts LLC Fort Washington, Pennsylvania	$4.01M	+$1.54M	5	1.2%	Increased
1855	CWA Constellation Wealth Advisors New York	$4M	-$20.6K	3	0.45%	Reduced
1856	UAS United Asset Strategies Garden City, New York	$3.99M	-$818K	2	2.53%	Reduced
1857	DD Dominick & Dominick New York	$3.99M	-$651K	4	2.21%	Reduced
1858	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$3.99M	-$150K	3	1.1%	Reduced
1859	ECM Exchange Capital Management Ann Arbor, Michigan	$3.98M	+$197K	6	2.08%	Increased
1860	CCM Chinook Capital Management Lake Oswego, Oregon	$3.97M	-$10.9K	3	6.05%	Reduced
1861	EIM Emerson Investment Management Boston, Massachusetts	$3.92M	+$336K	4	0.88%	Increased
1862	NIM NuWave Investment Management Parsippany, New Jersey	$3.91M	+$580K	11	3.58%	Increased
1863	LA Lynch & Associates Newburgh, Indiana	$3.9M	-$15.6K	2	2.6%	Reduced
1864	CBN Cadence Bank NA Houston, Texas	$3.87M	+$73.2K	4	2.32%	Increased
1865	MCTIC MacGuire Cheswick & Tuttle Investment Counsel Darien, Connecticut	$3.85M	-$3.35M	3	1.06%	Reduced
1866	MBTD Mechanics Bank - Trust Department Walnut Creek, California	$3.84M	-$91.8K	3	1.05%	Reduced
1867	SEM Suncoast Equity Management Tampa, Florida	$3.82M	+$55.5K	1	4.47%	Increased
1868	B BancorpSouth Tupelo, Mississippi	$3.81M	+$258K	6	0.45%	Increased
1869	FWC First Washington Corp Seattle, Washington	$3.81M	-$806K	3	2.99%	Reduced
1870	BIM Baldwin Investment Management West Conshohocken, Pennsylvania	$3.8M	+$3.79K	4	1.83%	Increased
1871	OMERS Administration Corp Toronto, Ontario, Canada	$3.79M	+$3.08M	2	0.36%	Increased
1872	11A 10-15 Associates Goshen, New York	$3.79M	+$69.4K	3	1.58%	Increased
1873	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$3.78M	+$162K	4	0.52%	Increased
1874	PCA Private Capital Advisors Darien, Connecticut	$3.77M	+$195K	2	1.37%	Increased
1875	RT Reliance Trust Atlanta, Georgia	$3.76M	-$2.39M	4	3.67%	Reduced