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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
2101	Catalyst Capital Advisors Huntington, New York	$1.55M	+$1.54M	3	1.2%	New
2102	DHFB Dixon Hubard Feinour & Brown Roanoke, Virginia	$1.54M	+$1.53M	2	0.69%	New
2103	KC Kingfisher Capital Charlotte, North Carolina	$1.54M	+$1.58M	2	0.84%	New
2104	SWM Segment Wealth Management Houston, Texas	$1.54M	+$1.52M	1	0.92%	New
2105	CIA Covington Investment Advisors Ligonier, Pennsylvania	$1.53M	+$1.51M	2	1.07%	New
2106	YMRC Yorktown Management & Research Company Forest, Virginia	$1.53M	+$1.52M	6	0.32%	New
2107	Altimeter Capital Management Boston, Massachusetts	$1.53M	+$1.59M	1	0.27%	New
2108	BHBT Burke & Herbert Bank & Trust Alexandria, Virginia	$1.53M	+$1.51M	2	1.78%	New
2109	GBA Garrison Bradford & Associates New York	$1.53M	+$1.62M	3	1.64%	New
2110	SAMNY Samsung Asset Management (New York) New York	$1.52M	+$1.51M	3	1.77%	New
2111	FC Fayerweather Charles	$1.52M	+$1.5M	2	6.83%	New
2112	ANBTV American National Bank & Trust (Virginia) Danville, Virginia	$1.51M	+$1.49M	3	0.84%	New
2113	FPTW Franklin, Parlapiano, Turner & Welch Houston, Texas	$1.51M	+$1.5M	1	1.29%	New
2114	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$1.5M	+$1.54M	3	2.56%	New
2115	TFA Transamerica Financial Advisors St. Petersburg, Florida	$1.49M	+$1.46M	9	0.24%	New
2116	LCM Lafitte Capital Management Austin, Texas	$1.47M	+$1.52M	1	1.31%	New
2117	First Horizon Advisors Memphis, Tennessee	$1.46M	+$1.45M	28	0.75%	New
2118	Prospera Financial Services Dallas, Texas	$1.46M	+$1.46M	3	0.68%	New
2119	MAA Mraz Amerine & Associates Modesto, California	$1.45M	+$1.44M	4	0.74%	New
2120	Regents of the University of California Oakland, California	$1.45M	+$1.46M	3	0.78%	New
2121	CPO Cerity Partners OCIO New York	$1.45M	+$1.46M	3	0.3%	New
2122	MCM Matarin Capital Management New York	$1.44M	+$1.41M	3	1.46%	New
2123	OWIM Old West Investment Management Los Angeles, California	$1.44M	+$1.33M	1	0.71%	New
2124	THCM Tipp Hill Capital Management New York	$1.43M	+$1.11M	1	1.13%	New
2125	NEAM New England Asset Management Farmington, Connecticut	$1.43M	+$1.4M	1	0.04%	New