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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	VCAM Van Cleef Asset Management Beachwood, Ohio	$3.69M	-$11.2K	4	1.01%	Reduced
2377	ATC Adirondack Trust Company Saratoga Springs, New York	$3.69M	+$32K	10	2.9%	Increased
2378	HCM Hall Capital Management Barrington, Rhode Island	$3.69M	-$33.1K	2	3.4%	Reduced
2379	KA Kovack Advisors Ft. Lauderdale, Florida	$3.67M	-$1.26M	6	1.22%	Reduced
2380	CP Cumberland Partners Toronto, Ontario, Canada	$3.67M	-$63.9K	1	0.49%	Reduced
2381	RFM Royal Fund Management Lady Lake, Florida	$3.66M	-$396K	15	1.46%	Reduced
2382	FBT First Bankers Trust Louisville, Kentucky	$3.65M	-$10.1K	3	1.89%	Reduced
2383	SA Strategic Advisors New York	$3.65M	-$93.6K	3	1.58%	Reduced
2384	CFN Cordasco Financial Network Naples, Florida	$3.65M	+$251K	4	4%	Increased
2385	WIM Westside Investment Management Santa Monica, California	$3.64M	+$237K	27	2.2%	Increased
2386	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$3.64M	+$208K	37	2.51%	Increased
2387	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$3.62M	-$56.7K	49	1.42%	Reduced
2388	BWA BDO Wealth Advisors Jacksonville, Florida	$3.62M	-$276K	12	1.79%	Reduced
2389	BMC Beaton Management Company Haverhill, Massachusetts	$3.59M	+$822K	2	3.38%	Increased
2390	CFD Creative Financial Designs Kokomo, Indiana	$3.57M	-$32.1K	14	2.05%	Reduced
2391	CWM Cornerstone Wealth Management St. Peters, Missouri	$3.57M	+$40.8K	5	0.74%	Increased
2392	EM EnTrustPermal Management New York	$3.55M	$0	1	1.48%	Maintained
2393	TDC Thompson Davis & Co Richmond, Virginia	$3.53M	-$576K	40	6.25%	Reduced
2394	NC NBW Capital Boston, Massachusetts	$3.52M	+$339K	1	0.96%	Increased
2395	SMH Sanders Morris Harris Houston, Texas	$3.52M	+$3.05M	1	1.5%	New
2396	Avidian Wealth Enterprises Houston, Texas	$3.49M	-$481K	3	1.33%	Reduced
2397	VSWA Vontobel Swiss Wealth Advisors Zurich, Switzerland	$3.47M	+$772K	4	2.12%	Increased
2398	CCM Crossvault Capital Management San Antonio, Texas	$3.47M	+$82.8K	2	1.99%	Increased
2399	ACP Aveo Capital Partners Englewood, Colorado	$3.47M	-$260K	2	1.2%	Reduced
2400	GP Geneva Partners Lake Geneva, Wisconsin	$3.46M	+$3.31M	5	2.73%	New