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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	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$2.57M	+$169K	9	1.08%	Increased
2527	FCAG First Capital Advisors Group Little Silver, New Jersey	$2.57M	-$285K	5	1.76%	Reduced
2528	FI FormulaFolio Investments Grand Rapids, Michigan	$2.56M	-$159K	4	0.2%	Reduced
2529	WI Wedgewood Investors Erie, Pennsylvania	$2.56M	-$14.8K	3	2.16%	Reduced
2530	BRCM Bright Rock Capital Management Hanover, Massachusetts	$2.55M	$0	2	0.74%	Maintained
2531	HA Harfst & Associates Sheridan, Wyoming	$2.54M	-$290K	6	1.06%	Reduced
2532	MIM Miller Investment Management West Conshohocken, Pennsylvania	$2.54M	$0	2	0.82%	Maintained
2533	VCM Violich Capital Management San Francisco, California	$2.54M	$0	2	0.69%	Maintained
2534	GEM Global Endowment Management Charlotte, North Carolina	$2.53M	-$322K	6	0.36%	Reduced
2535	KFA Kays Financial Advisory Atlanta, Georgia	$2.53M	+$61.5K	1	0.81%	Increased
2536	IR Invictus RG Hamilton, Bermuda	$2.51M	-$5.37M	12	2.26%	Reduced
2537	CCM Canal Capital Management Richmond, Virginia	$2.5M	-$331K	2	1.47%	Reduced
2538	AC Addison Capital Conshohocken, Pennsylvania	$2.49M	-$32K	3	2.19%	Reduced
2539	MUS Mitsubishi UFJ Securities Tokyo, Japan	$2.49M	-$530K	16	11.88%	Reduced
2540	CPA Clear Perspective Advisors Aurora, Illinois	$2.47M	+$185K	15	2.02%	Increased
2541	AFA Abacus FCF Advisors Orlando, Florida	$2.45M	-$163K	7	7.65%	Reduced
2542	BEAM Baker Ellis Asset Management Vancouver, Washington	$2.45M	-$21.3K	4	0.65%	Reduced
2543	MAA Mraz Amerine & Associates Modesto, California	$2.44M	-$216K	5	0.77%	Reduced
2544	PG Proffitt & Goodson Knoxville, Tennessee	$2.44M	-$148K	2	1.07%	Reduced
2545	JWBC J.W. Burns & Co Dewitt, New York	$2.43M	-$321K	3	0.65%	Reduced
2546	FWP FAS Wealth Partners Leawood, Kansas	$2.42M	+$53.9K	3	0.68%	Increased
2547	AAIM American Assets Investment Management San Diego, California	$2.41M	$0	2	0.48%	Maintained
2548	AFS Access Financial Services Minneapolis, Minnesota	$2.4M	+$473K	2	1.84%	Increased
2549	AIM Aspen Investment Management Grand Rapids, Michigan	$2.39M	+$192K	5	1.78%	Increased
2550	VST Van Strum & Towne San Francisco, California	$2.39M	$0	3	1.56%	Maintained