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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
2551	HCM Highlander Capital Management Short Hills, New Jersey	$1.11M	-$41.2K	7	1.03%	Reduced
2552	AIM Advantage Investment Management Cedar Rapids, Iowa	$1.1M	+$27.1K	19	0.57%	Increased
2553	TM Tikvah Management Charlotte, North Carolina	$1.1M	$0	1	0.58%	Maintained
2554	ECAM East Coast Asset Management Essex, Massachusetts	$1.1M	-$4.63K	1	0.6%	Reduced
2555	Armbruster Capital Management Pittsford, New York	$1.09M	+$1.1M	4	0.98%	New
2556	AIA AGF Investments America Toronto, Ontario, Canada	$1.09M	$0	1	0.8%	Maintained
2557	FA FCG Advisors Chatham, New Jersey	$1.09M	+$91.2K	3	0.65%	Increased
2558	PIM Partner Investment Management San Francisco, California	$1.09M	+$1.01M	2	1.78%	Increased
2559	Summit Securities Group New York	$1.07M	-$2.52M	2	0.35%	Reduced
2560	Kelleher Financial Advisors New York	$1.06M	-$142K	4	0.72%	Reduced
2561	GLAM Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$1.06M	+$1.09M	1	0.17%	New
2562	Glassman Wealth Services Vienna, Virginia	$1.05M	-$191K	12	0.95%	Reduced
2563	PAA Peregrine Asset Advisers Portland, Oregon	$1.05M	-$3.54M	3	0.9%	Reduced
2564	GWCM Godshalk Welsh Capital Management Radnor, Pennsylvania	$1.05M	-$364K	2	1.09%	Reduced
2565	Grove Bank & Trust Miami, Florida	$1.04M	+$1.03M	10	0.93%	New
2566	Bangor Savings Bank Bangor, Maine	$1.04M	-$209K	2	0.26%	Reduced
2567	SA Springowl Associates New York	$1.04M	+$378K	3	7.51%	Increased
2568	Capital Advisors Inc Tulsa, Oklahoma	$1.03M	+$9.16K	2	0.18%	Increased
2569	SSI Investment Management Los Angeles, California	$1.02M	+$213K	4	0.1%	Increased
2570	NTV Asset Management Charleston, West Virginia	$1.02M	-$1.96M	1	0.4%	Reduced
2571	Choreo LLC Rockford, Illinois	$1.01M	+$45.7K	2	0.24%	Increased
2572	MM Midas Management New York	$1M	$0	1	0.59%	Maintained
2573	BMM Buffington Mohr McNeal Boise, Idaho	$998K	-$712K	3	0.53%	Reduced
2574	Beacon Investment Advisory Services Morristown, New Jersey	$997K	-$100K	2	0.19%	Reduced
2575	DW Domani Wealth Lancaster, Pennsylvania	$996K	+$474K	2	0.39%	Increased