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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
2051	TCB Texas Capital Bancshares Dallas, Texas	$1.88M	+$1.87M	4	1.87%	New
2052	WCM Westend Capital Management Sausalito, California	$1.88M	+$1.83M	3	1.95%	New
2053	JFA JNBA Financial Advisors Bloomington, Minnesota	$1.88M	+$1.84M	9	1.29%	New
2054	CC Cipher Capital New York	$1.88M	+$1.88M	5	4.6%	New
2055	TCM Texan Capital Management Houston, Texas	$1.88M	+$1.92M	2	0.9%	New
2056	UFG United Fire Group Cedar Rapids, Iowa	$1.88M	+$1.85M	3	0.97%	New
2057	JWBC J.W. Burns & Co Dewitt, New York	$1.88M	+$1.87M	4	0.77%	New
2058	CPA Columbia Pacific Advisors Seattle, Washington	$1.87M	+$1.66M	2	2.19%	New
2059	PAM Peninsula Asset Management Bradenton, Florida	$1.87M	+$1.85M	1	1.75%	New
2060	PFC Poplar Forest Capital Pasadena, California	$1.87M	+$1.82M	2	0.26%	New
2061	FBT Founders Bank & Trust Grand Rapids, Michigan	$1.86M	+$1.84M	8	1%	New
2062	BWM Braver Wealth Management Needham, Massachusetts	$1.85M	+$1.81M	1	0.85%	New
2063	AO Allen Operations New York	$1.83M	+$1.91M	1	3.07%	New
2064	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$1.83M	+$1.78M	1	0.43%	New
2065	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$1.82M	+$1.81M	28	1.25%	New
2066	Ballentine Partners Waltham, Massachusetts	$1.8M	+$1.81M	5	0.24%	New
2067	JWM Jacobus Wealth Management Milwaukee, Wisconsin	$1.8M	+$1.8M	5	0.66%	New
2068	BCMU BlueCrest Capital Management (UK) St. Peter Port, Guernsey	$1.79M	+$1.74M	1	0.09%	New
2069	MS Marshall & Sullivan Seattle, Washington	$1.79M	+$1.87M	1	3.63%	New
2070	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$1.78M	+$1.74M	2	0.38%	New
2071	NIS National Investment Services Milwaukee, Wisconsin	$1.76M	+$1.84M	1	1.45%	New
2072	Buckingham Strategic Wealth Clayton, Missouri	$1.76M	+$1.74M	6	0.99%	New
2073	6CM 683 Capital Management New York	$1.76M	+$1.66M	1	0.59%	New
2074	Accredited Investors Edina, Minnesota	$1.76M	+$1.73M	3	0.69%	New
2075	BAM Boyar Asset Management New York	$1.74M	+$1.7M	1	1.74%	New