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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
2376	WA Winfield Associates Cleveland, Ohio	$2.21M	-$64.6K	4	1.51%	Reduced
2377	WCM Westend Capital Management Sausalito, California	$2.21M	+$64K	1	2.57%	Increased
2378	RPA Rock Point Advisors Burlington, Vermont	$2.2M	-$10.6K	1	1.13%	Reduced
2379	MVA Mount Vernon Associates Baltimore, Maryland	$2.2M	+$205K	2	4.75%	Increased
2380	BAM Boyar Asset Management New York	$2.19M	-$232K	1	1.67%	Reduced
2381	PWS Peloton Wealth Strategists Indianapolis, Indiana	$2.19M	$0	1	1.74%	Maintained
2382	BHBT Burke & Herbert Bank & Trust Alexandria, Virginia	$2.19M	+$122K	3	2.33%	Increased
2383	SNS Financial Group Minneapolis, Minnesota	$2.19M	+$268K	2	0.66%	Increased
2384	WFI West Family Investments Carlsbad, California	$2.17M	$0	1	0.46%	Maintained
2385	PFA Paradigm Financial Advisors Des Peres, Missouri	$2.17M	+$225K	2	1.63%	Increased
2386	CWA Cypress Wealth Advisors San Francisco, California	$2.17M	+$2.3M	5	1.27%	New
2387	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$2.16M	-$374K	2	1.39%	Reduced
2388	NEIRG New England Investment & Retirement Group North Andover, Massachusetts	$2.16M	-$73.8K	1	1.03%	Reduced
2389	GWM Graybill Wealth Management Elmhurst, Illinois	$2.16M	-$44.5K	1	1.6%	Reduced
2390	KC Kingfisher Capital Charlotte, North Carolina	$2.16M	-$113K	2	1.25%	Reduced
2391	MS Marshall & Sullivan Seattle, Washington	$2.14M	-$614	1	2.87%	Reduced
2392	CL CIM LLC Albany, New York	$2.13M	+$150K	4	1.01%	Increased
2393	AIM Ada Investment Management New York	$2.13M	+$2.24M	6	2.66%	New
2394	NV Nair Vinay	$2.13M	+$1.53M	6	2.66%	Increased
2395	RR Robotti Robert	$2.13M	-$1.01M	1	1.18%	Reduced
2396	SC Schulhoff & Co Cincinnati, Ohio	$2.12M	+$45.3K	2	1.36%	Increased
2397	FHC First Houston Capital Houston, Texas	$2.12M	$0	2	1.9%	Maintained
2398	SA Springowl Associates New York	$2.11M	+$785K	2	7.66%	Increased
2399	KPCM Kings Point Capital Management Great Neck, New York	$2.1M	+$707K	10	0.51%	Increased
2400	LWM LBA Wealth Management Jacksonville, Florida	$2.1M	-$27.2K	11	1.32%	Reduced