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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	ACM Aviance Capital Management Sarasota, Florida	$1.04M	-$6.44M	1	1.07%	Reduced
2577	IMS Index Management Solutions Philadelphia, Pennsylvania	$1.03M	+$218K	26	0.97%	Increased
2578	EGA Emerging Global Advisors New York	$1.03M	+$37.6K	4	0.48%	Increased
2579	Mariner Independent Advisor Network Overland Park, Kansas	$1.03M	+$119K	1	0.5%	Increased
2580	PAM Premier Asset Management Chicago, Illinois	$1.03M	-$456K	2	0.24%	Reduced
2581	RCIM Russell Clark Investment Management London, United Kingdom	$1.03M	+$453K	1	0.26%	Increased
2582	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$1.02M	$0	1	0.3%	Maintained
2583	WCM Windsor Capital Management Phoenix, Arizona	$1.02M	+$85.8K	2	0.59%	Increased
2584	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$1M	$0	4	2.96%	Maintained
2585	CPR CSU Producer Resources Fairfield, Ohio	$986K	$0	1	7.9%	Maintained
2586	Klingman & Associates New York	$984K	+$45.5K	9	0.39%	Increased
2587	DIS Diversified Investment Strategies Baton Rouge, Louisiana	$983K	-$1.63M	2	1.01%	Reduced
2588	GAM Gemmer Asset Management Walnut Creek, California	$983K	-$18.6K	40	0.6%	Reduced
2589	DC Deschaine & Company Belleville, Illinois	$969K	-$49	1	1.52%	Reduced
2590	SGC South Georgia Capital Naperville, Illinois	$964K	+$661K	6	1.95%	Increased
2591	MFS Monetta Financial Services Wheaton, Illinois	$962K	-$1.92M	2	0.55%	Reduced
2592	FBFS First Business Financial Services Madison, Wisconsin	$949K	+$608K	2	0.28%	Increased
2593	FIG Fusion Investment Group Pittsburgh, Pennsylvania	$942K	-$171K	3	0.73%	Reduced
2594	PBT Pictet Bank & Trust Nassau, Bahamas	$939K	+$184K	3	0.31%	Increased
2595	Pure Financial Advisors San Diego, California	$934K	+$14.1K	1	0.46%	Increased
2596	MCM McGlinn Capital Management Wyomissing, Pennsylvania	$928K	+$726K	2	2.15%	Increased
2597	SIM Strategic Investment Management Arlington, Virginia	$927K	-$28.4K	3	0.61%	Reduced
2598	JA JLB & Associates Plymouth, Michigan	$925K	$0	1	0.29%	Maintained
2599	WA WealthTrust-Arizona Scottsdale, Arizona	$925K	-$102K	17	0.56%	Reduced
2600	DWM Dorchester Wealth Management Montreal, Quebec, Canada	$910K	+$774K	3	0.3%	New