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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	FPA Fieldpoint Private Advisors New York	$1.39M	-$46.3K	1	0.9%	Reduced
2402	VNB Valley National Bancorp New York	$1.39M	+$15.3K	6	1.61%	Increased
2403	FWP FAS Wealth Partners Leawood, Kansas	$1.38M	-$99K	2	0.79%	Reduced
2404	SIA SeaBridge Investment Advisors Summit, New Jersey	$1.38M	-$2.4M	4	0.32%	Reduced
2405	JWM Jacobus Wealth Management Milwaukee, Wisconsin	$1.38M	-$1.88M	5	0.38%	Reduced
2406	GSC Ground Swell Capital Folly Beach, South Carolina	$1.37M	+$590K	37	2.59%	Increased
2407	WSC Wellington Shields & Co New York	$1.35M	-$51.1K	3	0.85%	Reduced
2408	LGC Laurel Grove Capital Los Angeles, California	$1.34M	-$5.03K	2	0.73%	Reduced
2409	EI Excelsia Inc Savannah, Georgia	$1.34M	-$56.7K	1	2.21%	Reduced
2410	ACM Afton Capital Management Charlotte, North Carolina	$1.32M	-$160K	1	2.3%	Reduced
2411	IAS INR Advisory Services Media, Pennsylvania	$1.32M	$0	1	0.27%	Maintained
2412	EAM Eclectica Asset Management London, United Kingdom	$1.31M	-$2.81M	1	2.45%	Reduced
2413	FHB First Hawaiian Bank Honolulu, Hawaii	$1.31M	+$41.4K	3	0.22%	Increased
2414	EA Elm Advisors Burlingame, California	$1.3M	-$12.7K	2	1.24%	Reduced
2415	CPM Chesapeake Partners Management Baltimore, Maryland	$1.3M	$0	1	0.05%	Maintained
2416	PSC Piper Sandler & Co Minneapolis, Minnesota	$1.3M	-$560K	5	0.67%	Reduced
2417	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$1.29M	+$4.55K	3	0.31%	Increased
2418	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$1.27M	-$8.33K	2	2.1%	Reduced
2419	SNBOSCI Security National Bank of Sioux City Iowa Sioux City, Iowa	$1.27M	-$3.33K	2	1.42%	Reduced
2420	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$1.27M	+$28K	1	1.18%	Increased
2421	VCP Vista Capital Partners Portland, Oregon	$1.26M	-$1.14M	2	0.42%	Reduced
2422	MUFG Securities EMEA London, United Kingdom	$1.26M	+$976K	3	0.19%	Increased
2423	AR Advisory Research Chicago, Illinois	$1.25M	+$2.77K	2	0.01%	Increased
2424	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$1.25M	+$26.5K	4	3.39%	Increased
2425	VNA VNBTrust National Association Charlottesville, Virginia	$1.25M	-$26.1K	4	0.64%	Reduced