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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
2401	EAM Evanson Asset Management Carmel, California	$1.15M	+$1.08M	3	0.51%	New
2402	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$1.15M	$0	4	3.01%	Maintained
2403	LGC Laurel Grove Capital Los Angeles, California	$1.15M	+$50.8K	2	0.68%	Increased
2404	NCGI Next Century Growth Investors Plymouth, Minnesota	$1.14M	+$192K	2	0.03%	Increased
2405	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$1.14M	-$17K	3	0.5%	Reduced
2406	MBT Montecito Bank & Trust Santa Barbara, California	$1.13M	-$15.9K	3	0.71%	Reduced
2407	KFA Kelleher Financial Advisors New York	$1.13M	+$233K	4	0.58%	Increased
2408	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$1.12M	-$42.8K	3	0.15%	Reduced
2409	CRCM Crystal Rock Capital Management Bannockburn, Illinois	$1.12M	+$1.02M	1	0.67%	New
2410	LCM Levitt Capital Management Boca Raton, Florida	$1.11M	+$1.05M	1	1.36%	New
2411	RIA Regal Investment Advisors Kentwood, Michigan	$1.1M	-$217K	17	0.63%	Reduced
2412	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$1.09M	+$1.04M	1	1.09%	New
2413	AWS Aris Wealth Services State College, Pennsylvania	$1.09M	+$86.3K	2	1.83%	Increased
2414	MCWS McKinley Carter Wealth Services Wheeling, West Virginia	$1.08M	+$726K	2	1.05%	Increased
2415	VAM Visionary Asset Management Houston, Texas	$1.06M	-$426K	1	0.28%	Reduced
2416	LC Lubar & Co Milwaukee, Wisconsin	$1.03M	$0	2	0.8%	Maintained
2417	FA FCG Advisors Chatham, New Jersey	$1.02M	+$78.6K	3	0.69%	Increased
2418	TCB Texas Capital Bancshares Dallas, Texas	$1.02M	-$1.02M	2	0.79%	Reduced
2419	CCM Credo Capital Management Baltimore, Maryland	$1.02M	-$1.57M	6	4.37%	Reduced
2420	SMG Spectrum Management Group Indianapolis, Indiana	$1.01M	+$959K	1	0.73%	New
2421	EA Ecofin Advisors London, United Kingdom	$1.01M	+$935K	1	0.25%	Increased
2422	CK Carnick & Kubik Colorado Springs, Colorado	$1M	-$476K	3	0.91%	Reduced
2423	WCM Windsor Capital Management Phoenix, Arizona	$1M	+$49.5K	6	0.59%	Increased
2424	CA Corrado Advisors Ramsey, New Jersey	$996K	-$126K	3	0.45%	Reduced
2425	BEAM Baker Ellis Asset Management Vancouver, Washington	$995K	$0	3	0.35%	Maintained