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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
2176	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$3.27M	+$5.92K	17	1.6%	Increased
2177	SCM Silver Capital Management New York	$3.27M	+$2.9K	1	3.3%	Increased
2178	GGPE Golden Gate Private Equity San Francisco, California	$3.27M	$0	1	0.92%	Maintained
2179	CK Carnick & Kubik Colorado Springs, Colorado	$3.25M	+$1.69M	5	2.99%	Increased
2180	CIA Capital Impact Advisors Boston, Massachusetts	$3.24M	-$1.66M	9	4.28%	Reduced
2181	CHAM Clear Harbor Asset Management Stamford, Connecticut	$3.23M	+$397K	5	0.72%	Increased
2182	Capital Wealth Planning Naples, Florida	$3.22M	$0	2	1.3%	Maintained
2183	TWA Tillar-Wenstrup Advisors Centerville, Ohio	$3.22M	-$42.5K	1	2.97%	Reduced
2184	Hillsdale Investment Management Toronto, Ontario, Canada	$3.21M	+$752K	17	1.02%	Increased
2185	TDC Thompson Davis & Co Richmond, Virginia	$3.21M	+$259K	35	4.14%	Increased
2186	CL CSS LLC Chicago, Illinois	$3.2M	-$849K	7	0.16%	Reduced
2187	AGA Altrinsic Global Advisors Stamford, Connecticut	$3.19M	-$40.8M	2	0.06%	Reduced
2188	LWM Lyons Wealth Management Winter Park, Florida	$3.18M	-$183K	1	3.39%	Reduced
2189	RCM Raptor Capital Management Boston, Massachusetts	$3.18M	-$1.23M	1	2.5%	Reduced
2190	DCM Dialectic Capital Management Norwalk, Connecticut	$3.17M	-$186K	3	0.75%	Reduced
2191	Wealthfront Palo Alto, California	$3.17M	+$742K	17	0.22%	Increased
2192	Geneva Capital Management Milwaukee, Wisconsin	$3.15M	+$69.6K	2	0.09%	Increased
2193	SLF Sun Life Financial Toronto, Ontario, Canada	$3.14M	-$638K	1	0.33%	Reduced
2194	NAM NTV Asset Management Charleston, West Virginia	$3.12M	+$4.27K	3	0.95%	Increased
2195	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$3.12M	-$63.7K	5	0.74%	Reduced
2196	SST S Squared Technology New York	$3.1M	-$3.1M	2	3.87%	Reduced
2197	AA AlphaMark Advisors Ft. Wright, Kentucky	$3.09M	-$3.2M	6	1.95%	Reduced
2198	CCS Crosspoint Capital Strategies Orinda, California	$3.08M	-$13.8M	12	2.28%	Reduced
2199	CFMC Curbstone Financial Management Corp Manchester, New Hampshire	$3.07M	+$226K	4	2.42%	Increased
2200	WCM Weik Capital Management Wyomissing, Pennsylvania	$3.07M	-$132K	1	1.89%	Reduced