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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	BMM Buffington Mohr McNeal Boise, Idaho	$1.48M	+$10.2K	1	0.82%	Increased
2402	EI Excelsia Inc Savannah, Georgia	$1.47M	-$1.54M	1	1.89%	Reduced
2403	CCM Contrarian Capital Management Greenwich, Connecticut	$1.47M	-$3.09M	1	0.46%	Reduced
2404	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$1.46M	+$24.9K	3	0.16%	Increased
2405	Cannell & Spears New York	$1.46M	+$142K	2	0.17%	Increased
2406	FWM Focused Wealth Management Newburgh, New York	$1.45M	+$34K	20	1.13%	Increased
2407	PWS Peloton Wealth Strategists Indianapolis, Indiana	$1.44M	-$608K	1	1.27%	Reduced
2408	WSC Wellington Shields & Co New York	$1.43M	+$46.2K	3	0.9%	Increased
2409	JC JBF Capital Aspen, Colorado	$1.43M	-$2.68M	1	0.21%	Reduced
2410	TCB Texas Capital Bancshares Dallas, Texas	$1.43M	+$96.4K	4	0.9%	Increased
2411	DSM Capital Partners Palm Beach Gardens, Florida	$1.42M	-$330K	1	0.03%	Reduced
2412	MBT Montecito Bank & Trust Santa Barbara, California	$1.42M	+$134K	3	0.86%	Increased
2413	CTI Community Trust & Investment Versailles, Kentucky	$1.41M	-$5.89M	1	0.21%	Reduced
2414	EGA E&G Advisors Houston, Texas	$1.39M	+$993K	3	0.9%	Increased
2415	AWS Aris Wealth Services State College, Pennsylvania	$1.39M	+$63.6K	2	1.82%	Increased
2416	VNB Valley National Bancorp New York	$1.39M	+$92.6K	6	1.63%	Increased
2417	FWP FAS Wealth Partners Leawood, Kansas	$1.37M	-$37.3K	2	0.79%	Reduced
2418	HAM Harber Asset Management Asheville, North Carolina	$1.36M	-$316K	2	1.57%	Reduced
2419	CCM Crossvault Capital Management San Antonio, Texas	$1.35M	-$16.4K	2	1.26%	Reduced
2420	JT Jump Trading Chicago, Illinois	$1.35M	+$616K	7	0.06%	Increased
2421	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$1.34M	+$25.9K	2	2.2%	Increased
2422	Chilton Investment Company Stamford, Connecticut	$1.34M	-$31.4M	1	0.05%	Reduced
2423	1CM 1492 Capital Management Milwaukee, Wisconsin	$1.33M	-$1.14M	2	0.68%	Reduced
2424	MG MDE Group Morristown, New Jersey	$1.33M	-$346K	2	0.31%	Reduced
2425	SNBOSCI Security National Bank of Sioux City Iowa Sioux City, Iowa	$1.33M	+$2.62K	2	1.5%	Increased