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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
2301	BC Banced Corp Edwardsville, Illinois	$2.87M	-$1.03M	3	5.62%	Reduced
2302	FUBT First United Bank & Trust Oakland, Maryland	$2.86M	+$365K	4	2.36%	Increased
2303	VSWA Vontobel Swiss Wealth Advisors Zurich, Switzerland	$2.85M	-$230K	2	1.53%	Reduced
2304	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$2.84M	$0	1	0.07%	Maintained
2305	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$2.83M	+$10.2K	17	4.75%	Increased
2306	TC Talkot Capital Sausalito, California	$2.81M	-$3.07M	1	3.82%	Reduced
2307	PCA Prospect Capital Advisors Sausalito, California	$2.81M	$0	1	2.05%	Maintained
2308	SHCM Stokes & Hubbell Capital Management New Orleans, Louisiana	$2.81M	-$7.98K	2	1.16%	Reduced
2309	PAS Partnervest Advisory Services Santa Barbara, California	$2.8M	-$135K	6	1.32%	Reduced
2310	CASB Cape Ann Savings Bank Glocuster, Massachusetts	$2.79M	-$68.9K	4	3.93%	Reduced
2311	NG Northstar Group New York	$2.79M	+$7.04K	2	2%	Increased
2312	JIC Joel Isaacson & Co New York	$2.78M	+$45.7K	16	0.57%	Increased
2313	RG Rikoon Group Santa Fe, New Mexico	$2.77M	+$2.69M	4	2.2%	New
2314	TDC Thompson Davis & Co Richmond, Virginia	$2.77M	-$840K	47	4.87%	Reduced
2315	TWM Torch Wealth Management Cincinnati, Ohio	$2.75M	+$39.4K	4	2.01%	Increased
2316	Modera Wealth Management Westwood, New Jersey	$2.75M	+$95.1K	2	0.92%	Increased
2317	Lido Advisors Los Angeles, California	$2.74M	+$734K	7	0.84%	Increased
2318	ECM Exchange Capital Management Ann Arbor, Michigan	$2.74M	+$459K	3	1.08%	Increased
2319	HWP Hefty Wealth Partners Auburn, Indiana	$2.73M	-$221K	9	2.07%	Reduced
2320	QAM Quantres Asset Management Cayman, Cayman Islands	$2.73M	+$540K	3	1.69%	Increased
2321	EFEM Eos Focused Equity Management New York	$2.72M	+$2.71M	1	2.35%	New
2322	AA Apriem Advisors Irvine, California	$2.71M	-$1.42M	17	0.81%	Reduced
2323	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$2.7M	+$1.14M	3	3.5%	Increased
2324	Mission Wealth Management Santa Barbara, California	$2.7M	+$666K	5	0.65%	Increased
2325	MIM Manitou Investment Management Toronto, Ontario, Canada	$2.68M	-$179K	1	0.87%	Reduced