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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	MIM Manitou Investment Management Toronto, Ontario, Canada	$3.46M	-$53.9K	1	1.05%	Reduced
2402	WSC Wellington Shields & Co New York	$3.46M	+$111K	5	1.14%	Increased
2403	CFA Cahill Financial Advisors Edina, Minnesota	$3.44M	+$63.5K	3	1.82%	Increased
2404	Waverton Investment Management London, United Kingdom	$3.44M	-$1.23M	3	0.21%	Reduced
2405	HWA HCR Wealth Advisors Los Angeles, California	$3.43M	+$208K	5	1.44%	Increased
2406	MCTIC MacGuire Cheswick & Tuttle Investment Counsel Darien, Connecticut	$3.42M	+$577K	5	0.67%	Increased
2407	GF Goodman Financial Houston, Texas	$3.41M	-$3.28M	1	1.67%	Reduced
2408	NWP Northstar Wealth Partners West Hartford, Connecticut	$3.4M	-$758K	3	3.32%	Reduced
2409	PAIM Punch & Associates Investment Management Edina, Minnesota	$3.39M	-$240K	1	0.3%	Reduced
2410	SIC Shoker Investment Counsel Oxford, Ohio	$3.39M	-$42.8K	4	2.57%	Reduced
2411	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$3.38M	$0	1	0.07%	Maintained
2412	YCM Yorkville Capital Management New York	$3.37M	+$2.16M	1	3.9%	Increased
2413	FAN Financial Advisors Network Tustin, California	$3.35M	+$104K	4	2.65%	Increased
2414	AIA Armor Investment Advisors Raleigh, North Carolina	$3.34M	+$74.3K	3	3.18%	Increased
2415	KCPG Kavar Capital Partners Group Leawood, Kansas	$3.33M	-$12.4K	3	1.82%	Reduced
2416	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$3.3M	+$724K	6	1.27%	Increased
2417	SAIG Semper Augustus Investments Group Highlands Ranch, Colorado	$3.3M	$0	1	2.44%	Maintained
2418	MSS Mitchell Sinkler & Starr Philadelphia, Pennsylvania	$3.3M	-$18K	3	5.18%	Reduced
2419	KL KWMG LLC Overland Park, Kansas	$3.3M	+$211K	2	1.09%	Increased
2420	SSCM Summit Street Capital Management New York	$3.29M	+$2.33M	1	3.76%	Increased
2421	SWA Sutton Wealth Advisors Tampa, Florida	$3.27M	-$38.2K	41	2.5%	Reduced
2422	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$3.25M	+$3.21M	6	2.26%	New
2423	AMG Advisors Management Group La Crosse, Wisconsin	$3.25M	-$53K	2	1.72%	Reduced
2424	PHK Point72 Hong Kong Hong Kong	$3.25M	-$2.54M	31	2.3%	Reduced
2425	BC Banced Corp Edwardsville, Illinois	$3.21M	+$102K	3	5.57%	Increased