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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	AAM Autus Asset Management Scottsdale, Arizona	$3.21M	+$58.1K	2	0.62%	Increased
2427	FC Ferris Capital Marlborough, Massachusetts	$3.2M	-$3.44M	3	1.58%	Reduced
2428	FHC First Heartland Consultants Lake St. Louis, Missouri	$3.19M	+$473K	5	0.78%	Increased
2429	CWM Confluence Wealth Management Portland, Oregon	$3.19M	-$72.6K	4	1.56%	Reduced
2430	SFG Summit Financial Group Moorefield, West Virginia	$3.18M	+$81.6K	4	2.65%	Increased
2431	KP Keel Point Huntsville, Alabama	$3.18M	$0	5	0.48%	Maintained
2432	CPO Cerity Partners OCIO New York	$3.17M	+$195K	3	0.22%	Increased
2433	RMAM Raab & Moskowitz Asset Management Chatham, New Jersey	$3.17M	-$44.5K	3	1.53%	Reduced
2434	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$3.16M	+$2.98M	2	0.26%	New
2435	TCM Texan Capital Management Houston, Texas	$3.15M	-$154K	1	2.09%	Reduced
2436	CCA Cobblestone Capital Advisors Rochester, New York	$3.15M	+$140K	5	0.39%	Increased
2437	RMC Regis Management Company Menlo Park, California	$3.15M	$0	2	0.49%	Maintained
2438	GEA Glen Eagle Advisors Kingston, New Jersey	$3.15M	-$957K	21	2.94%	Reduced
2439	JA JLB & Associates Plymouth, Michigan	$3.14M	+$34.5K	3	0.77%	Increased
2440	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$3.14M	+$61.5K	5	1.54%	Increased
2441	MSWM Mader & Shannon Wealth Management Kansas City, Missouri	$3.14M	+$3.2M	1	2.02%	New
2442	ECM Exchange Capital Management Ann Arbor, Michigan	$3.14M	-$798K	4	1.04%	Reduced
2443	NAMP NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania	$3.13M	-$7.86K	3	1.37%	Reduced
2444	NB Nicolet Bankshares Green Bay, Wisconsin	$3.13M	+$210K	5	1.4%	Increased
2445	Lincoln National Corp Radnor, Pennsylvania	$3.12M	+$264K	5	0.13%	Increased
2446	WI WrapManager Inc Mill Valley, California	$3.08M	+$103K	3	1.04%	Increased
2447	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$3.08M	+$305K	3	1.06%	Increased
2448	SH Svenska Handelsbanken Stockholm, Sweden	$3.06M	$0	2	4.16%	Maintained
2449	DIP DT Investment Partners Chadds Ford, Pennsylvania	$3.06M	+$2.88M	2	0.51%	New
2450	SAM Security Asset Management New York	$3.06M	+$112K	3	2.41%	Increased