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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	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$2.83M	+$90.2K	4	1.97%	Increased
2452	CIA Cascade Investment Advisors Oregon City, Oregon	$2.83M	-$217K	3	2.48%	Reduced
2453	CASB Cape Ann Savings Bank Glocuster, Massachusetts	$2.83M	-$64K	4	3.81%	Reduced
2454	SWA Sutton Wealth Advisors Tampa, Florida	$2.81M	-$97.9K	41	2.36%	Reduced
2455	VNA Valley National Advisers Bethlehem, Pennsylvania	$2.81M	-$2.32M	21	1.07%	Reduced
2456	NG Northstar Group New York	$2.8M	-$65.3K	2	1.85%	Reduced
2457	FDS First Dallas Securities Dallas, Texas	$2.79M	+$1.06M	4	1.94%	Increased
2458	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$2.79M	+$2.72M	5	1.24%	New
2459	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$2.78M	+$311K	3	3.33%	Increased
2460	Northeast Financial Consultants Westport, Connecticut	$2.76M	$0	4	1.15%	Maintained
2461	SHCM Stokes & Hubbell Capital Management New Orleans, Louisiana	$2.76M	+$4.49K	2	0.94%	Increased
2462	CAS Cue Advisory Services Phoenix, Arizona	$2.75M	-$18.9K	5	2.08%	Reduced
2463	PWMAG Pinnacle Wealth Management Advisory Group Red Bank, New Jersey	$2.74M	-$347K	2	1.9%	Reduced
2464	CCPM Cooper Creek Partners Management New York	$2.73M	+$220K	1	1.84%	Increased
2465	PWW Pettyjohn Wood & White Lynchburg, Virginia	$2.73M	+$2.68K	2	1.02%	Increased
2466	TCM Traynor Capital Management Malvern, Pennsylvania	$2.73M	+$602K	2	1.53%	Increased
2467	EI Elkhorn Investments Chicago, Illinois	$2.73M	-$217K	2	2.25%	Reduced
2468	FHC First Heartland Consultants Lake St. Louis, Missouri	$2.72M	+$59.8K	5	0.76%	Increased
2469	FWSM First Wilshire Securities Management Pasadena, California	$2.72M	-$1.53K	2	0.79%	Reduced
2470	NB Nicolet Bankshares Green Bay, Wisconsin	$2.72M	+$231K	6	1.43%	Increased
2471	MVA Mount Vernon Associates Baltimore, Maryland	$2.71M	-$19.9K	2	4.99%	Reduced
2472	TWM Torch Wealth Management Cincinnati, Ohio	$2.71M	-$367K	3	1.8%	Reduced
2473	KP Keel Point Huntsville, Alabama	$2.7M	+$1.34M	5	0.55%	Increased
2474	BAM Boyar Asset Management New York	$2.7M	+$656K	2	1.99%	Increased
2475	FAM Fortaleza Asset Management Chicago, Illinois	$2.7M	-$975K	8	5.46%	Reduced