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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
2126	IFB iAB Financial Bank Fort Wayne, Indiana	$3.67M	-$290K	3	3.28%	Reduced
2127	FMP Financial Management Professionals Austin, Texas	$3.66M	+$15.4K	8	2.5%	Increased
2128	MHS M Holdings Securities Portland, Oregon	$3.66M	+$502K	10	2.04%	Increased
2129	SCA Strategic Capital Alternatives Gig Harbor, United States	$3.65M	+$3.68M	9	1.29%	New
2130	VC Vestor Capital Chicago, Illinois	$3.65M	+$115K	2	1.21%	Increased
2131	CL Croft-Leominster Baltimore, Maryland	$3.61M	-$1.71M	6	0.64%	Reduced
2132	PCA Peddock Capital Advisors Braintree, Massachusetts	$3.61M	$0	6	2.94%	Maintained
2133	WA WESPAC Advisors Orinda, California	$3.61M	+$907K	4	2.89%	Increased
2134	ECAM East Coast Asset Management Essex, Massachusetts	$3.59M	-$349K	2	2.05%	Reduced
2135	BCM Bourgeon Capital Management Darien, Connecticut	$3.58M	+$859K	2	2.09%	Increased
2136	OC Oarsman Capital Milwaukee, Wisconsin	$3.57M	-$305K	4	2.63%	Reduced
2137	TIA Trust Investment Advisors Indianapolis, Indiana	$3.56M	-$30.5K	3	3.43%	Reduced
2138	EMG Ellington Management Group Old Greenwich, Connecticut	$3.55M	-$7.86M	10	2.44%	Reduced
2139	MBT Monroe Bank & Trust Monroe, Michigan	$3.55M	-$593K	3	1.3%	Reduced
2140	Avidian Wealth Enterprises Houston, Texas	$3.54M	-$13.4K	1	1.39%	Reduced
2141	BSWMG Barrington Strategic Wealth Management Group Chicago, Illinois	$3.54M	+$4.19K	4	2.29%	Increased
2142	BOS Bank of Stockton Stockton, California	$3.53M	-$11.5K	5	2.09%	Reduced
2143	JFA JNBA Financial Advisors Bloomington, Minnesota	$3.51M	+$358K	14	1.59%	Increased
2144	CG Clinton Group New York	$3.5M	+$80.3K	6	1.42%	Increased
2145	CCT Capital City Trust Tallahassee, Florida	$3.5M	+$205K	2	1.47%	Increased
2146	FNYS First New York Securities New York	$3.5M	+$561K	13	2.46%	Increased
2147	AW Alpha Windward Westwood, Massachusetts	$3.49M	+$145K	11	2.46%	Increased
2148	RCMC RK Capital Management (Colorado) Denver, Colorado	$3.49M	+$484K	2	0.71%	Increased
2149	TAM Tealwood Asset Management Minneapolis, Minnesota	$3.49M	+$54.9K	3	1.36%	Increased
2150	FCM Freshford Capital Management Rye Brook, New York	$3.49M	$0	1	0.47%	Maintained