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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	AF Affiance Financial St. Louis Park, Minnesota	$2.05M	+$27.1K	2	1.58%	Increased
2577	BCM Bienville Capital Management New York	$2.04M	-$15.4K	5	0.48%	Reduced
2578	HCM Highlander Capital Management Short Hills, New Jersey	$2.04M	+$1.13M	8	1.67%	Increased
2579	Lincoln National Corp Radnor, Pennsylvania	$2.04M	-$2.61M	4	0.1%	Reduced
2580	CP Cumberland Partners Toronto, Ontario, Canada	$2.03M	+$1.93M	1	0.3%	New
2581	AIM Aspen Investment Management Grand Rapids, Michigan	$2.03M	-$61K	4	1.5%	Reduced
2582	MS Marshall & Sullivan Seattle, Washington	$2.03M	+$128K	1	1.76%	Increased
2583	IAM Iridian Asset Management Westport, Connecticut	$2.03M	-$171M	1	0.02%	Reduced
2584	CHJWM Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas	$2.02M	+$409K	2	1.41%	Increased
2585	JMH J.M. Hartwell New York	$2.01M	+$357K	2	0.44%	Increased
2586	Krilogy Financial St. Louis, Missouri	$2M	$0	20	0.62%	Maintained
2587	SSW Smith Shellnut Wilson Ridgeland, Mississippi	$2M	-$5.83K	2	1.84%	Reduced
2588	CAM CMT Asset Management Chicago, Illinois	$2M	+$1.64M	2	0.17%	Increased
2589	OLA Oliver Luxxe Assets Gladstone, New Jersey	$1.99M	-$621K	1	1.33%	Reduced
2590	CAIMH Central Asset Investments & Management Holdings Hong Kong	$1.97M	-$43.8K	3	1.04%	Reduced
2591	MCTIC MacGuire Cheswick & Tuttle Investment Counsel Darien, Connecticut	$1.97M	+$302K	3	0.38%	Increased
2592	ACP Arcus Capital Partners Atlanta, Georgia	$1.95M	$0	1	1.23%	Maintained
2593	FPS Fieldpoint Private Securities Greenwich, Connecticut	$1.95M	+$1.94M	9	1.52%	New
2594	RCM RB Capital Management Reno, Nevada	$1.95M	-$141K	3	1.85%	Reduced
2595	SAM Shamrock Asset Management Dallas, Texas	$1.95M	-$104K	10	1.21%	Reduced
2596	FTI Fiduciary Trust International Lincoln, Massachusetts	$1.93M	+$260K	2	0.65%	Increased
2597	CWM Connecticut Wealth Management Farmington, Connecticut	$1.93M	+$25.8K	4	1.17%	Increased
2598	MRI Mad River Investors Boston, Massachusetts	$1.92M	-$84.3K	1	2.26%	Reduced
2599	LCM Landscape Capital Management Englewood, New Jersey	$1.92M	-$136K	5	0.19%	Reduced
2600	KFBMI Kentucky Farm Bureau Mutual Insurance Louisville, Kentucky	$1.91M	$0	1	1%	Maintained