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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
2251	CCM Catapult Capital Management New York	$2.66M	-$4.72M	2	0.28%	Reduced
2252	ANBTV American National Bank & Trust (Virginia) Danville, Virginia	$2.66M	+$359K	3	1.3%	Increased
2253	HA Halsey Associates New Haven, Connecticut	$2.64M	-$30K	2	0.59%	Reduced
2254	CFA Cahill Financial Advisors Edina, Minnesota	$2.63M	-$22.6K	3	2.1%	Reduced
2255	RMSCM R.M. Sincerbeaux Capital Management New York	$2.62M	+$68.8K	2	2.4%	Increased
2256	MP Manifold Partners San Francisco, California	$2.6M	+$2.06M	1	1.74%	Increased
2257	Moneta Group Investment Advisors St Louis, Missouri	$2.6M	+$203K	4	1.35%	Increased
2258	DA Dunvegan Associates Santa Barbara, California	$2.6M	+$5.33K	4	2.35%	Increased
2259	PWS Peloton Wealth Strategists Indianapolis, Indiana	$2.58M	+$585K	1	2.03%	Increased
2260	AC Alley Company Lake Forest, Illinois	$2.57M	+$82.9K	2	1.86%	Increased
2261	HPBT High Point Bank & Trust High Point, North Carolina	$2.56M	+$65.9K	9	0.85%	Increased
2262	ANB Amarillo National Bank Amarillo, Texas	$2.55M	-$55.3K	3	1.78%	Reduced
2263	FPTW Franklin, Parlapiano, Turner & Welch Houston, Texas	$2.55M	+$103K	1	1.83%	Increased
2264	SSIA Spero-Smith Investment Advisers Cleveland, Ohio	$2.53M	-$79.6K	1	2.93%	Reduced
2265	AC Amiya Capital London, United Kingdom	$2.52M	-$14.2M	1	3.47%	Reduced
2266	Menora Mivtachim Holdings Ramat Gan, Israel	$2.51M	+$630K	2	0.17%	Increased
2267	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$2.51M	-$167K	2	0.47%	Reduced
2268	KCPG Kavar Capital Partners Group Leawood, Kansas	$2.51M	-$56.7K	3	2.15%	Reduced
2269	MS Marshall & Sullivan Seattle, Washington	$2.51M	+$428K	1	3.53%	Increased
2270	RIM Reliant Investment Management Memphis, Tennessee	$2.51M	+$137K	2	2.33%	Increased
2271	GBA Garrison Bradford & Associates New York	$2.5M	+$848K	2	2.5%	Increased
2272	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$2.5M	-$72.1K	29	1.58%	Reduced
2273	JIC Joel Isaacson & Co New York	$2.47M	-$263K	17	0.76%	Reduced
2274	SFI SPC Financial Inc Rockville, Maryland	$2.46M	-$2.26M	1	0.71%	Reduced
2275	TIA Tiemann Investment Advisors Menlo Park, California	$2.45M	-$19.1K	4	2.73%	Reduced