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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	CWM Confluence Wealth Management Portland, Oregon	$1.98M	-$327K	3	1.08%	Reduced
2427	LRIC Long Road Investment Counsel Kalamazoo, Michigan	$1.98M	+$29.6K	2	1.61%	Increased
2428	MA Minerva Advisors Bala Cynwyd, Pennsylvania	$1.97M	-$29.2K	2	1.2%	Reduced
2429	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$1.96M	+$414K	2	0.38%	Increased
2430	EIM Essex Investment Management Boston, Massachusetts	$1.95M	-$5.1M	5	0.29%	Reduced
2431	Lincoln National Corp Radnor, Pennsylvania	$1.95M	-$114K	1	0.14%	Reduced
2432	Empirical Wealth Management Seattle, Washington	$1.95M	+$1.46M	2	0.45%	Increased
2433	BST Bath Savings Trust Bath, Maine	$1.94M	-$1.42M	3	0.66%	Reduced
2434	WMC Westwood Management Corporation Chicago, Illinois	$1.94M	$0	2	0.33%	Maintained
2435	FCFC First Commonwealth Financial Corp Indiana, Pennsylvania	$1.93M	-$534K	3	2.26%	Reduced
2436	RU RobecoSam USA New York	$1.93M	+$455K	4	2.23%	Increased
2437	ODCM Old Dominion Capital Management Charlottesville, Virginia	$1.92M	-$25.6K	2	2.22%	Reduced
2438	JWS Juncture Wealth Strategies Scottsdale, Arizona	$1.92M	+$29.3K	3	1.56%	Increased
2439	RGC Roberts, Glore & Co Deerfield, Illinois	$1.92M	-$37.2K	1	1.34%	Reduced
2440	MAA Mraz Amerine & Associates Modesto, California	$1.92M	-$16.2K	4	0.72%	Reduced
2441	TSBJ Trevor, Stewart, Burton & Jacobsen New York	$1.91M	-$1.48M	1	1.7%	Reduced
2442	AHB Abner Herrman & Brock Jersey City, New Jersey	$1.91M	+$527K	2	0.96%	Increased
2443	CFA Capstone Financial Advisors Downers Grove, Illinois	$1.9M	+$26.9K	2	0.74%	Increased
2444	JAFL Jay A. Fishman Ltd Troy, Michigan	$1.89M	-$697K	2	0.39%	Reduced
2445	PC Pecaut & Co Sioux City, Iowa	$1.88M	+$1.33M	1	1.82%	Increased
2446	TL TowerView LLC New York	$1.88M	+$67.5K	2	0.91%	Increased
2447	PAWC P.A.W. Capital Greenwich, Connecticut	$1.88M	+$1.02M	1	1.9%	Increased
2448	FHC First Heartland Consultants Lake St. Louis, Missouri	$1.86M	-$24.8K	4	0.51%	Reduced
2449	Kohlberg Kravis Roberts & Co New York	$1.86M	-$8.59M	1	0.02%	Reduced
2450	SAMNY Samsung Asset Management (New York) New York	$1.85M	-$1.59M	1	0.62%	Reduced