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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	HM Harvest Management New York	$2.26M	-$2.76M	3	1.79%	Reduced
2402	TNB Thomasville National Bank Thomasville, Georgia	$2.26M	-$6.21M	1	1.32%	Reduced
2403	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$2.25M	-$152K	2	6.01%	Reduced
2404	JMFC J.M. Forbes & Co Boston, Massachusetts	$2.25M	+$51.9K	4	0.62%	Increased
2405	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$2.24M	-$60.2K	1	1.92%	Reduced
2406	TP Truvvo Partners New York	$2.23M	-$179K	2	1%	Reduced
2407	IP Investment Partners New Philadelphia, Ohio	$2.22M	+$1.41M	4	1.26%	Increased
2408	NIM NXG Investment Management Dallas, Texas	$2.21M	+$2.43M	1	0.07%	New
2409	EM Excalibur Management Waltham, Massachusetts	$2.2M	-$10K	3	2.09%	Reduced
2410	SBL Sargent Bickham Lagudis Boulder, Colorado	$2.19M	+$73.4K	19	0.33%	Increased
2411	PAWC P.A.W. Capital Greenwich, Connecticut	$2.19M	+$132K	2	2.35%	Increased
2412	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$2.18M	-$298	4	1.65%	Reduced
2413	FIM Fernwood Investment Management Quincy, Massachusetts	$2.18M	-$116K	3	2%	Reduced
2414	FFSOTS Fiduciary Financial Services of The Southwest Dallas, Texas	$2.16M	-$66.2K	2	0.69%	Reduced
2415	TCM Tradewinds Capital Management Bellingham, Washington	$2.15M	+$108K	21	1.51%	Increased
2416	RWG Regal Wealth Group Seal Beach, California	$2.14M	+$61.1K	7	1.94%	Increased
2417	BRCM Bright Rock Capital Management Hanover, Massachusetts	$2.13M	$0	2	0.68%	Maintained
2418	MM Meridian Management Little Rock, Arkansas	$2.13M	-$78.9K	1	1.23%	Reduced
2419	WI WrapManager Inc Mill Valley, California	$2.12M	-$16.6K	3	0.83%	Reduced
2420	TF Trutina Financial Bellevue, Washington	$2.12M	-$472K	1	2.72%	Reduced
2421	VCM Violich Capital Management San Francisco, California	$2.11M	-$35.7K	2	0.74%	Reduced
2422	MAA Mraz Amerine & Associates Modesto, California	$2.1M	-$39.4K	4	0.72%	Reduced
2423	TFA Transamerica Financial Advisors St. Petersburg, Florida	$2.1M	+$121K	4	0.23%	Increased
2424	IWA Intercontinental Wealth Advisors San Antonio, Texas	$2.1M	+$130K	5	1.5%	Increased
2425	TB Terril Brothers St. Louis, Missouri	$2.08M	-$20.4M	1	1.1%	Reduced