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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	FC Financial Consulate Hunt Valley, Maryland	$1.81M	-$1.54M	1	1.24%	Reduced
2427	LCM Leisure Capital Management Costa Mesa, California	$1.81M	+$37.5K	2	1.8%	Increased
2428	FTI Fiduciary Trust International Lincoln, Massachusetts	$1.8M	+$208K	2	0.59%	Increased
2429	HFA High Falls Advisors Rochester, New York	$1.79M	-$236K	2	0.62%	Reduced
2430	HH HWG Holdings Houston, Texas	$1.79M	+$1.53M	1	1.6%	New
2431	Cannell & Spears New York	$1.79M	+$2.84K	3	0.22%	Increased
2432	JT Jump Trading Chicago, Illinois	$1.79M	-$3.36M	3	0.07%	Reduced
2433	DDC Daniel Devine & Co Parkland, Florida	$1.78M	$0	2	1.16%	Maintained
2434	AIA Allegis Investment Advisors Idaho Falls, Idaho	$1.78M	+$166K	3	1.02%	Increased
2435	MFW Mosaic Family Wealth St. Louis, Missouri	$1.78M	+$402K	25	0.85%	Increased
2436	DMC Drexel Morgan & Co Radnor, Pennsylvania	$1.77M	+$12.7K	2	2.08%	Increased
2437	MM Meridian Management Little Rock, Arkansas	$1.77M	+$205K	1	1.08%	Increased
2438	CCB Cutter & Co Brokerage Ballwin, Missouri	$1.77M	-$52.7K	7	0.82%	Reduced
2439	BST Bath Savings Trust Bath, Maine	$1.74M	+$50.7K	2	0.56%	Increased
2440	BRCM Bright Rock Capital Management Hanover, Massachusetts	$1.74M	$0	2	0.59%	Maintained
2441	FHC First Heartland Consultants Lake St. Louis, Missouri	$1.73M	+$18.3K	4	0.66%	Increased
2442	AF Affiance Financial St. Louis Park, Minnesota	$1.72M	+$34.4K	2	1.65%	Increased
2443	TCM Tradewinds Capital Management Bellingham, Washington	$1.71M	+$8.56K	17	1.17%	Increased
2444	YMRC Yorktown Management & Research Company Forest, Virginia	$1.71M	-$1.5M	5	0.33%	Reduced
2445	SIC Shoker Investment Counsel Oxford, Ohio	$1.7M	-$863K	3	1.6%	Reduced
2446	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$1.69M	+$229K	4	1.41%	Increased
2447	FWM Focused Wealth Management Newburgh, New York	$1.69M	+$388K	18	0.92%	Increased
2448	Waratah Capital Advisors Toronto, Ontario, Canada	$1.68M	-$2.24M	1	0.34%	Reduced
2449	KFBMI Kentucky Farm Bureau Mutual Insurance Louisville, Kentucky	$1.67M	+$1.54M	1	0.93%	New
2450	REMPR Roof Eidam Maycock Peralta (REMP) San Francisco, California	$1.65M	-$27.3K	3	1.16%	Reduced