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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	KTA Keeley-Teton Advisors Chicago, Illinois	$2.21M	+$2.21M	1	0.1%	New
2552	FWP FAS Wealth Partners Leawood, Kansas	$2.2M	+$304K	3	0.68%	Increased
2553	MAA Mraz Amerine & Associates Modesto, California	$2.2M	-$53.9K	4	0.69%	Reduced
2554	BRCM Bright Rock Capital Management Hanover, Massachusetts	$2.2M	-$367K	2	0.66%	Reduced
2555	FCFC First Commonwealth Financial Corp Indiana, Pennsylvania	$2.19M	-$1.43M	3	2.83%	Reduced
2556	NEAM New England Asset Management Farmington, Connecticut	$2.19M	-$124K	5	0.04%	Reduced
2557	CCM Canal Capital Management Richmond, Virginia	$2.19M	+$2.15M	2	1.49%	New
2558	SIM SSI Investment Management Los Angeles, California	$2.19M	-$2.9K	7	0.2%	Reduced
2559	IWA Intercontinental Wealth Advisors San Antonio, Texas	$2.19M	-$396K	5	1.31%	Reduced
2560	DMC Drexel Morgan & Co Radnor, Pennsylvania	$2.18M	+$266K	3	2.42%	Increased
2561	LC LCNB Corp Lebanon, Ohio	$2.18M	-$45.4K	3	2.09%	Reduced
2562	Empirical Wealth Management Seattle, Washington	$2.17M	-$285K	3	0.54%	Reduced
2563	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$2.15M	+$698K	4	1.27%	Increased
2564	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$2.15M	-$76.7K	4	1.07%	Reduced
2565	RFM Royal Fund Management Lady Lake, Florida	$2.15M	-$1.32M	13	1.04%	Reduced
2566	FFSOTS Fiduciary Financial Services of The Southwest Dallas, Texas	$2.14M	+$104K	3	0.68%	Increased
2567	NAM Needelman Asset Management Ladera Ranch, California	$2.14M	-$8K	2	5.72%	Reduced
2568	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$2.13M	+$143K	3	1.93%	Increased
2569	FIM Fernwood Investment Management Quincy, Massachusetts	$2.12M	+$60.7K	3	1.69%	Increased
2570	TCM Tradewinds Capital Management Bellingham, Washington	$2.11M	+$8.27K	21	1.33%	Increased
2571	EM Excalibur Management Waltham, Massachusetts	$2.1M	+$57K	3	1.87%	Increased
2572	FIM Farmhouse Investment Management Greenbrae, California	$2.09M	+$2.09M	1	1.04%	New
2573	FRM Fore Research & Management New York	$2.07M	$0	1	2.55%	Maintained
2574	KHCM Kettle Hill Capital Management New York	$2.06M	-$899K	2	1.76%	Reduced
2575	PRHC P.R. Herzig & Co Roslyn Heights, New York	$2.06M	+$122K	1	4%	Increased