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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
2576	FPA Fieldpoint Private Advisors New York	$1.37M	-$7.68K	1	0.89%	Reduced
2577	IAS INR Advisory Services Media, Pennsylvania	$1.37M	$0	1	0.26%	Maintained
2578	VCP Vista Capital Partners Portland, Oregon	$1.37M	+$23.5K	2	0.43%	Increased
2579	JWM Jacobus Wealth Management Milwaukee, Wisconsin	$1.37M	-$104K	5	0.36%	Reduced
2580	PHK Point72 Hong Kong Hong Kong	$1.36M	-$635K	12	1.34%	Reduced
2581	HCM Highlander Capital Management Short Hills, New Jersey	$1.36M	+$255K	5	1.17%	Increased
2582	EAM Evanson Asset Management Carmel, California	$1.36M	+$424K	3	0.5%	Increased
2583	VNB Valley National Bancorp New York	$1.36M	-$77.7K	8	1.66%	Reduced
2584	TM Tikvah Management Charlotte, North Carolina	$1.34M	$0	1	0.88%	Maintained
2585	KPF K2 Principal Fund Toronto, Ontario, Canada	$1.33M	+$1.23M	1	0.31%	New
2586	BI Boulegeris Investments Sandy Springs, Georgia	$1.33M	+$303K	1	1.06%	Increased
2587	HRT Financial New York	$1.33M	+$1.29M	2	1.87%	New
2588	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$1.31M	-$12.4K	2	1.94%	Reduced
2589	NV Nair Vinay	$1.31M	+$1.24M	6	1.6%	New
2590	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$1.3M	-$374K	3	0.14%	Reduced
2591	WCM Windsor Capital Management Phoenix, Arizona	$1.29M	+$222K	3	0.73%	Increased
2592	Chilton Investment Company Stamford, Connecticut	$1.29M	+$44.1K	1	0.04%	Increased
2593	ACB Aristotle Capital Boston Boston, Massachusetts	$1.28M	+$1.1M	1	0.64%	New
2594	BW Gestao de Investimentos Sao Paulo, Brazil	$1.28M	$0	2	0.91%	Maintained
2595	CCM Corsair Capital Management New York	$1.27M	+$492K	1	0.13%	Increased
2596	FA FCG Advisors Chatham, New Jersey	$1.27M	-$20.7K	2	0.63%	Reduced
2597	SNBOSCI Security National Bank of Sioux City Iowa Sioux City, Iowa	$1.27M	-$44.9K	2	1.42%	Reduced
2598	SMC Smith, Moore & Co Clayton, Missouri	$1.26M	+$189K	3	0.67%	Increased
2599	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$1.26M	-$170K	3	0.3%	Reduced
2600	MSP Madison Street Partners Denver, Colorado	$1.26M	-$3.69M	1	1.94%	Reduced