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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	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$2.63M	+$879K	7	2.77%	Increased
2427	OLA Oliver Luxxe Assets Gladstone, New Jersey	$2.63M	+$127K	2	1.81%	Increased
2428	GLAM Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$2.62M	+$941K	1	0.2%	Increased
2429	JSL JT Stratford LLC Gainesville, Georgia	$2.6M	+$2.62M	5	2.19%	New
2430	NAM Nichols Asset Management Sudbury, Massachusetts	$2.6M	$0	4	5.11%	Maintained
2431	Nicholas Hoffman & Company Atlanta, Georgia	$2.6M	+$108K	4	1.31%	Increased
2432	VST Van Strum & Towne San Francisco, California	$2.59M	+$217K	4	1.63%	Increased
2433	WA Winfield Associates Cleveland, Ohio	$2.59M	-$2.21K	21	1.59%	Reduced
2434	CPO Cerity Partners OCIO New York	$2.59M	-$1.1M	3	0.22%	Reduced
2435	CFA Cahill Financial Advisors Edina, Minnesota	$2.59M	-$288K	2	1.58%	Reduced
2436	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$2.58M	-$21.6K	3	3.16%	Reduced
2437	PCM Proxima Capital Management New York	$2.58M	-$6.49M	1	1.29%	Reduced
2438	MFW Mosaic Family Wealth St. Louis, Missouri	$2.58M	-$60.3K	22	1.19%	Reduced
2439	BFA Beaumont Financial Advisors Needham, Massachusetts	$2.58M	-$720K	4	0.39%	Reduced
2440	MIM Miller Investment Management West Conshohocken, Pennsylvania	$2.57M	-$533K	2	0.83%	Reduced
2441	PWW Pettyjohn Wood & White Lynchburg, Virginia	$2.57M	-$60.5K	2	1%	Reduced
2442	CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota	$2.57M	-$81.2K	1	0.29%	Reduced
2443	FHC First Heartland Consultants Lake St. Louis, Missouri	$2.55M	-$425K	5	0.77%	Reduced
2444	BIG Bellwether Investment Group Chattanooga, Tennessee	$2.53M	+$2.5M	26	2.28%	New
2445	ACM Atika Capital Management New York	$2.53M	+$2.19M	1	1.5%	New
2446	HPBT High Point Bank & Trust High Point, North Carolina	$2.52M	-$137K	8	0.8%	Reduced
2447	PP PagnatoKarp Partners Reston, Virginia	$2.52M	+$2.49M	4	0.76%	New
2448	JWBC J.W. Burns & Co Dewitt, New York	$2.51M	+$127K	4	0.74%	Increased
2449	NorthRock Partners Minneapolis, Minnesota	$2.5M	+$3.46K	1	0.89%	Increased
2450	GWM Graybill Wealth Management Elmhurst, Illinois	$2.5M	+$40.8K	1	2.13%	Increased