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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
2451	BHBT Burke & Herbert Bank & Trust Alexandria, Virginia	$2.09M	-$52.9K	2	2.09%	Reduced
2452	HW Hedeker Wealth Lincolnshire, Illinois	$2.09M	+$1.85M	2	1.68%	New
2453	AHB Abner Herrman & Brock Jersey City, New Jersey	$2.08M	-$3.92M	2	1.06%	Reduced
2454	MA Minerva Advisors Bala Cynwyd, Pennsylvania	$2.08M	$0	2	1.17%	Maintained
2455	LRIC Long Road Investment Counsel Kalamazoo, Michigan	$2.08M	+$1.98M	2	1.87%	New
2456	SS Sunbelt Securities Houston, Texas	$2.08M	+$1.98M	5	2.73%	New
2457	TCM Tradewinds Capital Management Bellingham, Washington	$2.07M	-$105K	15	1.5%	Reduced
2458	MIM Miller Investment Management West Conshohocken, Pennsylvania	$2.07M	$0	2	0.79%	Maintained
2459	GWCM Godshalk Welsh Capital Management Radnor, Pennsylvania	$2.07M	+$1.98M	6	1.88%	New
2460	TL TowerView LLC New York	$2.06M	-$1.02M	1	0.91%	Reduced
2461	WMC Westwood Management Corporation Chicago, Illinois	$2.06M	$0	2	0.36%	Maintained
2462	AIC Aurora Investment Counsel Atlanta, Georgia	$2.06M	-$148K	1	1.27%	Reduced
2463	GLAM Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$2.05M	-$2.8M	1	0.41%	Reduced
2464	TSS Two Sigma Securities New York	$2.05M	+$1.96M	4	1.73%	New
2465	I2I Insight 2811 Inc Chicago, Illinois	$2.04M	+$121K	2	0.99%	Increased
2466	MC Miles Capital West Des Moines, Iowa	$2.04M	+$1.22M	3	1.1%	Increased
2467	LWM LBA Wealth Management Jacksonville, Florida	$2.03M	-$265K	12	1.34%	Reduced
2468	AIM Aspen Investment Management Grand Rapids, Michigan	$2.01M	-$9.01K	4	1.69%	Reduced
2469	BIM Beach Investment Management West Conshohocken, Pennsylvania	$2.01M	+$812K	2	2.82%	Increased
2470	TB Terril Brothers St. Louis, Missouri	$2M	$0	1	0.63%	Maintained
2471	BBNB Baker Boyer National Bank Walla Walla, Washington	$2M	-$46.4K	2	3.92%	Reduced
2472	ODCM Old Dominion Capital Management Charlottesville, Virginia	$2M	+$50.4K	2	2.07%	Increased
2473	SC Searle & Co Greenwich, Connecticut	$2M	+$1.89M	5	1.69%	New
2474	EML Eos Management LP New York	$2M	+$1.89M	1	0.72%	New
2475	Old Mission Capital Chicago, Illinois	$2M	+$1.92M	2	0.35%	New