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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
1876	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$3.33M	+$3.16M	4	0.5%	New
1877	CCM Condor Capital Management Martinsville, New Jersey	$3.32M	+$3.45M	4	1.25%	New
1878	BC Banced Corp Edwardsville, Illinois	$3.31M	+$3.33M	4	3.41%	New
1879	NCMW Northern Capital Management (Wisconsin) Madison, Wisconsin	$3.3M	+$3.45M	1	2.06%	New
1880	Churchill Management Los Angeles, California	$3.29M	+$3.15M	4	0.15%	New
1881	PCA Private Capital Advisors Darien, Connecticut	$3.27M	+$3.25M	1	1.22%	New
1882	Brighton Jones LLC Seattle, Washington	$3.24M	+$3.19M	4	0.97%	New
1883	AW Alpha Windward Westwood, Massachusetts	$3.24M	+$3.22M	13	2.59%	New
1884	NEIRG New England Investment & Retirement Group North Andover, Massachusetts	$3.24M	+$3.16M	2	2.03%	New
1885	IFB iAB Financial Bank Fort Wayne, Indiana	$3.23M	+$3.25M	3	3.23%	New
1886	SM Southport Management Wilson, Wyoming	$3.23M	+$3.12M	3	4.53%	New
1887	HIS Horizon Investment Services Hammond, Indiana	$3.21M	+$3.33M	2	2.55%	New
1888	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$3.21M	+$2.77M	7	0.03%	New
1889	TNB Thomasville National Bank Thomasville, Georgia	$3.19M	+$3.16M	2	2.1%	New
1890	IH IFC Holdings Tampa, Florida	$3.18M	+$3.17M	7	0.76%	New
1891	EIM Emerson Investment Management Boston, Massachusetts	$3.18M	+$3.03M	4	0.74%	New
1892	EI Excelsia Inc Savannah, Georgia	$3.17M	+$3.31M	1	3.1%	New
1893	NIM NuWave Investment Management Parsippany, New Jersey	$3.16M	+$3.11M	10	3.47%	New
1894	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$3.16M	+$3.07M	13	1.07%	New
1895	Smith Salley Wealth Management Greensboro, North Carolina	$3.15M	+$3.27M	2	2.53%	New
1896	HCM Hengehold Capital Management Cincinnati, Ohio	$3.14M	+$3.09M	3	1.36%	New
1897	BO BRR OpCo Columbus, Ohio	$3.13M	+$3.12M	2	1.5%	New
1898	ARM Adirondack Research & Management Guilderland, New York	$3.12M	+$3.14M	2	2.33%	New
1899	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$3.11M	+$3.09M	5	0.54%	New
1900	CAM Castlerock Asset Management New York	$3.1M	+$3.24M	1	4.77%	New