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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
2426	WI Wedgewood Investors Erie, Pennsylvania	$2.27M	+$31.9K	3	2.25%	Increased
2427	MAA Mraz Amerine & Associates Modesto, California	$2.26M	+$32.6K	4	0.85%	Increased
2428	MC MSF Capital New York	$2.24M	+$3.22M	1	0.53%	Increased
2429	LBG Lloyds Banking Group London, United Kingdom	$2.23M	-$11.5M	1	4.3%	Reduced
2430	Virtu Financial New York	$2.22M	-$4.13M	6	0.27%	Reduced
2431	MPAM Monarch Partners Asset Management Boston, Massachusetts	$2.21M	-$2.11M	2	0.48%	Reduced
2432	TCB Texas Capital Bancshares Dallas, Texas	$2.2M	+$502K	6	1.19%	Increased
2433	CC Columbia Capital Fullerton, California	$2.2M	-$1.56M	4	2.4%	Reduced
2434	NAM Needelman Asset Management Ladera Ranch, California	$2.2M	$0	2	6.74%	Maintained
2435	B. Riley Wealth Management Memphis, Tennessee	$2.19M	+$245K	15	1.79%	Increased
2436	BCA Benchmark Capital Advisors New York	$2.18M	-$268K	1	1.47%	Reduced
2437	Bellecapital Zurich, Switzerland	$2.18M	+$242K	3	2.96%	Increased
2438	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$2.18M	-$80.2K	2	0.97%	Reduced
2439	MFS Monetta Financial Services Wheaton, Illinois	$2.17M	+$2.05M	1	1.12%	New
2440	SIC Shoker Investment Counsel Oxford, Ohio	$2.17M	+$131K	2	2.01%	Increased
2441	Capstone Financial Advisors Downers Grove, Illinois	$2.14M	+$35.3K	2	0.67%	Increased
2442	Valley National Advisers Bethlehem, Pennsylvania	$2.14M	+$2.56M	13	1.61%	New
2443	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$2.13M	+$1.96M	5	2.77%	New
2444	CFA Camarda Financial Advisors Fleming Island, Florida	$2.13M	-$78.1K	9	1.35%	Reduced
2445	CI CAZ Investments Houston, Texas	$2.13M	+$2.15M	3	1.52%	New
2446	CP Camelot Portfolios Maumee, Ohio	$2.11M	-$691K	2	1.22%	Reduced
2447	Sageworth Trust Lancaster, Pennsylvania	$2.11M	+$2.02M	4	0.64%	New
2448	Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$2.11M	-$516K	2	0.38%	Reduced
2449	Cerity Partners OCIO New York	$2.11M	-$187K	2	0.26%	Reduced
2450	KRC Kingdom Ridge Capital White Plains, New York	$2.09M	-$4.37M	2	0.81%	Reduced