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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
2351	FIM Fernwood Investment Management Quincy, Massachusetts	$3.89M	+$179K	5	2.43%	Increased
2352	RWA River Wealth Advisors Camp Hill, Pennsylvania	$3.87M	-$146K	3	1.75%	Reduced
2353	GA Gagnon Advisors New York	$3.87M	+$704	1	2.93%	Increased
2354	BCM Boltwood Capital Management Walnut Creek, California	$3.86M	-$15.5K	3	2.51%	Reduced
2355	UFG United Fire Group Cedar Rapids, Iowa	$3.85M	$0	4	1.3%	Maintained
2356	CAM Chesapeake Asset Management New York	$3.85M	+$1.45M	5	3.47%	Increased
2357	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$3.85M	-$223K	4	0.42%	Reduced
2358	LA LVW Advisors Pittsford, New York	$3.85M	+$507K	2	1.53%	Increased
2359	PWAP Private Wealth Advisors (Pennsylvania) Greensburg, Pennsylvania	$3.84M	-$50.9K	2	1.58%	Reduced
2360	FCT Family Capital Trust Peabody, Massachusetts	$3.84M	+$102K	2	1.94%	Increased
2361	FHC Forest Hill Capital Little Rock, Arkansas	$3.82M	+$592K	1	1.1%	Increased
2362	WPA West Paces Advisors Atlanta, Georgia	$3.81M	-$373K	17	2.87%	Reduced
2363	TCOO Trust Company of Oklahoma Tulsa, Oklahoma	$3.8M	+$47K	4	1.9%	Increased
2364	CCM Consolidated Capital Management Burbank, California	$3.79M	+$34.5K	1	4.84%	Increased
2365	Chicago Partners Investment Group Chicago, Illinois	$3.78M	-$2.13M	26	0.65%	Reduced
2366	PFT Providence First Trust Scottsdale, Arizona	$3.77M	+$201K	3	3.21%	Increased
2367	TGCM Tukman Grossman Capital Management Larkspur, California	$3.76M	-$5.97M	1	2.83%	Reduced
2368	AWM Affinity Wealth Management Wilmington, Delaware	$3.76M	+$999K	9	2.3%	Increased
2369	WCM Weik Capital Management Wyomissing, Pennsylvania	$3.76M	-$76.6K	1	1.79%	Reduced
2370	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$3.75M	+$130K	3	1.27%	Increased
2371	LI Longer Investments Fayetteville, Arkansas	$3.75M	-$22.7K	2	3.34%	Reduced
2372	AE Wealth Management Topeka, Kansas	$3.74M	+$631K	6	0.35%	Increased
2373	CCM Chickasaw Capital Management Memphis, Tennessee	$3.72M	$0	2	0.08%	Maintained
2374	PLFAM Pineno Levin & Ford Asset Management Richmond, Virginia	$3.72M	-$33.3K	5	1.71%	Reduced
2375	KCM Karp Capital Management Sausalito, California	$3.71M	+$2.22M	4	1.72%	Increased