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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
2276	CCM Carderock Capital Management Chevy Chase, Maryland	$2.29M	-$26K	6	1.17%	Reduced
2277	Accredited Investors Edina, Minnesota	$2.29M	+$239K	3	0.76%	Increased
2278	JFA JNBA Financial Advisors Bloomington, Minnesota	$2.29M	-$160K	9	1.21%	Reduced
2279	NIS National Investment Services Milwaukee, Wisconsin	$2.28M	+$2.41K	1	1.96%	Increased
2280	AR Advisory Research Chicago, Illinois	$2.27M	-$24.3M	16	0.02%	Reduced
2281	KS Karpas Strategies Litchfield, Connecticut	$2.26M	$0	1	1.2%	Maintained
2282	BHTS Bar Harbor Trust Services Ellsworth, Maine	$2.26M	+$2.08M	2	1.01%	New
2283	FPTW Franklin, Parlapiano, Turner & Welch Houston, Texas	$2.26M	-$5.78K	1	1.64%	Reduced
2284	FRM Fore Research & Management New York	$2.26M	+$2.18M	1	0.07%	New
2285	FMA FNY Managed Accounts New York	$2.25M	-$679K	7	5.95%	Reduced
2286	IRS Invictus RG (Singapore) Singapore	$2.24M	-$3.46M	18	2.66%	Reduced
2287	Buckingham Strategic Wealth Clayton, Missouri	$2.23M	-$123K	6	1.03%	Reduced
2288	FAM Formidable Asset Management Cincinnati, Ohio	$2.23M	-$566K	10	1.55%	Reduced
2289	GBA Garrison Bradford & Associates New York	$2.23M	-$545K	3	2.14%	Reduced
2290	MS Marshall & Sullivan Seattle, Washington	$2.22M	+$10.1K	1	4.01%	Increased
2291	ACM Afton Capital Management Charlotte, North Carolina	$2.22M	+$480K	1	2.18%	Increased
2292	BG Bollard Group Boston, Massachusetts	$2.21M	+$3.27K	5	0.22%	Increased
2293	MC Miles Capital West Des Moines, Iowa	$2.2M	+$26.6K	2	1.14%	Increased
2294	HCA Harbour Capital Advisors Tysons Corner, Virginia	$2.2M	+$957K	4	2.08%	Increased
2295	HA Halsey Associates New Haven, Connecticut	$2.2M	-$131K	2	0.5%	Reduced
2296	LJAC L.J. Altfest & Co New York	$2.19M	+$68.9K	3	2.04%	Increased
2297	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$2.19M	+$340K	28	1.34%	Increased
2298	IAS IMA Advisory Services Denver, Colorado	$2.19M	-$33.8K	2	1.02%	Reduced
2299	PCP Perimeter Capital Partners Atlanta, Georgia	$2.19M	-$1.63M	3	1.09%	Reduced
2300	NBC Neuberger Berman Canada Toronto, Ontario, Canada	$2.18M	-$1.98M	3	0.49%	Reduced