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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	RT Reliance Trust Atlanta, Georgia	$3.91M	+$33.2K	3	4.51%	Increased
2102	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$3.88M	-$54.2K	2	2.39%	Reduced
2103	CCM Cobalt Capital Management Short Hills, New Jersey	$3.86M	-$32.7M	1	0.39%	Reduced
2104	CFN Cordasco Financial Network Naples, Florida	$3.83M	-$129K	6	2.93%	Reduced
2105	IT Investors Trust Dallas, Texas	$3.82M	-$4.43M	3	7.06%	Reduced
2106	NERM New England Research & Management Chicago, Illinois	$3.81M	+$564K	4	3.33%	Increased
2107	TCM Timpani Capital Management Milwaukee, Wisconsin	$3.79M	-$2.44M	2	1.73%	Reduced
2108	PG Proffitt & Goodson Knoxville, Tennessee	$3.79M	-$294K	3	2.33%	Reduced
2109	LCM Liberty Capital Management Birmingham, Michigan	$3.78M	-$103K	3	2.74%	Reduced
2110	TCI Wealth Advisors Tucson, Arizona	$3.78M	-$194K	24	2.38%	Reduced
2111	VWM Vector Wealth Management Minneapolis, Minnesota	$3.75M	+$43.2K	2	2.76%	Increased
2112	FFSOTS Fiduciary Financial Services of The Southwest Dallas, Texas	$3.74M	+$44.3K	2	1.06%	Increased
2113	CC Columbia Capital Fullerton, California	$3.74M	+$44.6K	2	5.02%	Increased
2114	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$3.74M	-$8.32M	8	0.97%	Reduced
2115	SIM SSI Investment Management Los Angeles, California	$3.72M	+$576K	11	0.36%	Increased
2116	Saba Capital Management New York	$3.71M	-$4.47M	3	0.21%	Reduced
2117	Waverly Advisors Birmingham, Alabama	$3.71M	+$35.4K	22	2.01%	Increased
2118	BO BRR OpCo Columbus, Ohio	$3.71M	-$1.01M	2	1.52%	Reduced
2119	RMAM Raab & Moskowitz Asset Management Chatham, New Jersey	$3.69M	-$912K	3	1.79%	Reduced
2120	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$3.69M	-$97.7K	3	3.31%	Reduced
2121	FHC First Houston Capital Houston, Texas	$3.68M	+$1.76M	3	3.45%	Increased
2122	RA RiverPark Advisors New York	$3.68M	-$3.1M	1	1.85%	Reduced
2123	GLI Guardian Life Insurance New York	$3.68M	-$4.34K	15	0.37%	Reduced
2124	SCM Stuyvesant Capital Management Armonk, New York	$3.68M	-$3.13M	1	7.37%	Reduced
2125	NCM Newgate Capital Management Greenwich, Connecticut	$3.67M	-$20M	2	2.14%	Reduced