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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
2526	FIM Fernwood Investment Management Quincy, Massachusetts	$2.08M	-$17.5K	3	1.99%	Reduced
2527	SIM SSI Investment Management Los Angeles, California	$2.07M	+$127K	7	0.19%	Increased
2528	FFSOTS Fiduciary Financial Services of The Southwest Dallas, Texas	$2.06M	-$64K	2	0.68%	Reduced
2529	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$2.06M	-$93.1K	1	1.86%	Reduced
2530	VNA VNBTrust National Association Charlottesville, Virginia	$2.05M	-$10.4K	5	1.14%	Reduced
2531	BAM Boyar Asset Management New York	$2.05M	-$480K	1	2.05%	Reduced
2532	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$2.05M	-$2.35M	4	0.23%	Reduced
2533	EM Excalibur Management Waltham, Massachusetts	$2.04M	-$96.8K	3	1.86%	Reduced
2534	SCM Signia Capital Management Spokane, Washington	$2.04M	-$401K	1	2.98%	Reduced
2535	MAA Mraz Amerine & Associates Modesto, California	$2.04M	-$114K	4	0.64%	Reduced
2536	RWG Regal Wealth Group Seal Beach, California	$2.04M	-$61.5K	6	1.66%	Reduced
2537	AIM Aspen Investment Management Grand Rapids, Michigan	$2.02M	-$17.9K	4	1.52%	Reduced
2538	CWM Connecticut Wealth Management Farmington, Connecticut	$2.01M	-$48.6K	4	1.28%	Reduced
2539	BCM Bienville Capital Management New York	$2.01M	+$272K	5	0.44%	Increased
2540	RCM RB Capital Management Reno, Nevada	$2.01M	+$1.96M	3	2.01%	New
2541	PI PHH Investments Addison, Texas	$2M	+$1.8M	2	0.81%	New
2542	Krilogy Financial St. Louis, Missouri	$2M	+$9.58K	20	0.62%	Increased
2543	UFM Ursa Fund Management Danville, California	$1.99M	+$1.88M	1	0.08%	New
2544	Horizon Investments Charlotte, North Carolina	$1.99M	+$1.49M	2	0.14%	Increased
2545	TCM Tradewinds Capital Management Bellingham, Washington	$1.97M	-$189K	19	1.3%	Reduced
2546	TF Trutina Financial Bellevue, Washington	$1.97M	-$60.3K	1	2.57%	Reduced
2547	WCM Washington Capital Management Seattle, Washington	$1.97M	-$334K	4	2.42%	Reduced
2548	LCM Landscape Capital Management Englewood, New Jersey	$1.97M	-$107K	2	0.27%	Reduced
2549	CCB Cutter & Co Brokerage Ballwin, Missouri	$1.96M	-$132K	6	0.81%	Reduced
2550	FRM Fore Research & Management New York	$1.96M	+$1.99M	1	0.27%	New