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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
2476	TB Terril Brothers St. Louis, Missouri	$1.69M	$0	1	0.52%	Maintained
2477	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$1.68M	-$81M	9	6.22%	Reduced
2478	DDC Daniel Devine & Co Parkland, Florida	$1.68M	$0	2	1.16%	Maintained
2479	R RQSI Nassau, Bahamas	$1.68M	+$1.34M	2	0.75%	Increased
2480	HighPoint Advisor Group Downers Grove, Illinois	$1.67M	-$1.38M	3	2.57%	Reduced
2481	KA Kovack Advisors Ft. Lauderdale, Florida	$1.67M	+$752K	5	1.18%	Increased
2482	BBNB Baker Boyer National Bank Walla Walla, Washington	$1.66M	-$26.7K	2	3.47%	Reduced
2483	CPM Chesapeake Partners Management Baltimore, Maryland	$1.66M	+$1.64M	1	0.06%	New
2484	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$1.65M	$0	1	0.59%	Maintained
2485	SC Searle & Co Greenwich, Connecticut	$1.65M	-$31.4K	5	1.37%	Reduced
2486	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$1.64M	+$3.1K	24	1.34%	Increased
2487	FTI Fiduciary Trust International Lincoln, Massachusetts	$1.64M	-$246K	2	0.52%	Reduced
2488	CCA Covey Capital Advisors Atlanta, Georgia	$1.64M	+$1.25M	1	0.95%	Increased
2489	FHC Forest Hill Capital Little Rock, Arkansas	$1.63M	+$410K	1	0.15%	Increased
2490	KIG Kessler Investment Group Columbus, Indiana	$1.63M	+$852K	3	2.61%	Increased
2491	AC Amiya Capital London, United Kingdom	$1.62M	+$1.01M	2	9.07%	Increased
2492	BRCM Bright Rock Capital Management Hanover, Massachusetts	$1.61M	$0	2	0.6%	Maintained
2493	AF Affiance Financial St. Louis Park, Minnesota	$1.61M	+$11.2K	2	2.05%	Increased
2494	SS Sunbelt Securities Houston, Texas	$1.58M	-$240K	4	2.18%	Reduced
2495	DMC Drexel Morgan & Co Radnor, Pennsylvania	$1.58M	-$17.2K	2	1.87%	Reduced
2496	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$1.58M	-$8.05K	3	0.99%	Reduced
2497	TFA Transamerica Financial Advisors St. Petersburg, Florida	$1.58M	-$783K	12	0.11%	Reduced
2498	AI ArchPoint Investors Coral Gables, Florida	$1.57M	-$90.8K	3	0.98%	Reduced
2499	LI Longer Investments Fayetteville, Arkansas	$1.57M	-$25.2K	1	1.38%	Reduced
2500	BCA Benchmark Capital Advisors New York	$1.56M	-$1.52M	1	1.1%	Reduced