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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	CC Colrain Capital Boston, Massachusetts	$4.16M	-$2.89M	2	0.94%	Reduced
2127	RCA Rowland Carmichael Advisors Scottsdale, Arizona	$4.15M	+$99.7K	4	2.65%	Increased
2128	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$4.14M	+$273K	6	1.97%	Increased
2129	ZB Zions Bancorporation Salt Lake City, Utah	$4.14M	-$147K	25	0.78%	Reduced
2130	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$4.14M	+$697K	3	0.58%	Increased
2131	YIA YHB Investment Advisors West Hartford, Connecticut	$4.13M	-$734K	6	1%	Reduced
2132	AF Aegis Financial Mc Lean, Virginia	$4.13M	$0	2	4.15%	Maintained
2133	ANBT American National Bank & Trust Wichita Falls, Texas	$4.12M	+$645K	6	1.38%	Increased
2134	WPP Whalerock Point Partners Providence, Rhode Island	$4.12M	+$3.77M	3	1.71%	New
2135	AIA Allegis Investment Advisors Idaho Falls, Idaho	$4.11M	+$1.37M	4	1.59%	Increased
2136	ADMI Albert D. Mason Inc Boston, Massachusetts	$4.11M	+$1.82M	1	1.32%	Increased
2137	Ballentine Partners Waltham, Massachusetts	$4.1M	-$773K	7	0.33%	Reduced
2138	VF Virtu Financial New York	$4.1M	-$1.7M	4	0.7%	Reduced
2139	PSC Prentiss Smith & Co Brattleboro, Vermont	$4.1M	-$23.4K	8	2.29%	Reduced
2140	HCM Horrell Capital Management Little Rock, Arkansas	$4.1M	+$3.87M	6	2.58%	Increased
2141	PLFAM Pineno Levin & Ford Asset Management Richmond, Virginia	$4.1M	+$280K	4	2.06%	Increased
2142	SCM Sterneck Capital Management Kansas City, Missouri	$4.08M	-$2.49M	3	2.71%	Reduced
2143	BHBT Burke & Herbert Bank & Trust Alexandria, Virginia	$4.07M	+$413K	6	3.69%	Increased
2144	EWM Edge Wealth Management New York	$4.07M	-$3.94M	6	1.73%	Reduced
2145	BFIM Beese Fulmer Investment Management Canton, Ohio	$4.06M	+$143K	2	1.09%	Increased
2146	FAM Formidable Asset Management Cincinnati, Ohio	$4.05M	+$71.4K	4	2.01%	Increased
2147	PMFA Plante Moran Financial Advisors Southfield, Michigan	$4.05M	+$229K	28	2.73%	Increased
2148	SRC Stone Run Capital New York	$4.05M	-$22.3K	3	2.52%	Reduced
2149	Weiss Asset Management Boston, Massachusetts	$4.04M	+$2.65M	3	0.75%	Increased
2150	ICM IMS Capital Management Portland, Oregon	$4.03M	-$360K	2	4.64%	Reduced