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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
2326	MAA Mraz Amerine & Associates Modesto, California	$1.99M	+$42.1K	4	0.77%	Increased
2327	GP Grow Partners San Diego, California	$1.99M	-$7.23M	1	1.78%	Reduced
2328	PHK Point72 Hong Kong Hong Kong	$1.98M	-$994K	16	1.09%	Reduced
2329	FIM FourPoints Investment Managers Paris, France	$1.98M	-$1.17M	1	0.23%	Reduced
2330	PFG Piershale Financial Group Barrington, Illinois	$1.98M	+$1.89M	4	1.58%	Increased
2331	TC TradeLink Capital Chicago, Illinois	$1.98M	-$719K	9	3.18%	Reduced
2332	PG Portola Group San Jose, California	$1.95M	+$1.7M	1	1.95%	Increased
2333	MCM McRae Capital Management Morristown, New Jersey	$1.95M	$0	3	0.95%	Maintained
2334	ODCM Old Dominion Capital Management Charlottesville, Virginia	$1.95M	-$71.2K	2	2.01%	Reduced
2335	BBNB Baker Boyer National Bank Walla Walla, Washington	$1.93M	$0	2	3.79%	Maintained
2336	BHBT Burke & Herbert Bank & Trust Alexandria, Virginia	$1.93M	-$424K	2	1.89%	Reduced
2337	JMFC J.M. Forbes & Co Boston, Massachusetts	$1.93M	-$31.5K	4	0.49%	Reduced
2338	MA Minerva Advisors Bala Cynwyd, Pennsylvania	$1.92M	+$111K	2	1.18%	Increased
2339	AIM Aspen Investment Management Grand Rapids, Michigan	$1.9M	-$1.6M	4	1.59%	Reduced
2340	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$1.9M	+$55.8K	7	1.27%	Increased
2341	I2I Insight 2811 Inc Chicago, Illinois	$1.88M	-$89.6K	2	0.81%	Reduced
2342	TB Terril Brothers St. Louis, Missouri	$1.87M	+$1.87M	1	0.64%	New
2343	BHTS Bar Harbor Trust Services Ellsworth, Maine	$1.86M	-$987K	1	0.83%	Reduced
2344	HCM Hengehold Capital Management Cincinnati, Ohio	$1.86M	-$11.5K	1	0.63%	Reduced
2345	AI ArchPoint Investors Coral Gables, Florida	$1.84M	-$1.67M	3	1.56%	Reduced
2346	BL Bolton LP Greenwich, Connecticut	$1.83M	-$2.27M	1	0.38%	Reduced
2347	MCWS McKinley Carter Wealth Services Wheeling, West Virginia	$1.82M	+$4.96K	2	1.73%	Increased
2348	MIM Miller Investment Management West Conshohocken, Pennsylvania	$1.82M	$0	2	0.87%	Maintained
2349	PAM Premier Asset Management Chicago, Illinois	$1.81M	-$5.8M	3	0.46%	Reduced
2350	BRWM B. Riley Wealth Management Memphis, Tennessee	$1.81M	-$557K	13	1.34%	Reduced