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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	AWA Arete Wealth Advisors Chicago, Illinois	$2.24M	+$81.3K	4	0.89%	Increased
2577	RAM Roumell Asset Management Chevy Chase, Maryland	$2.24M	-$20K	1	5.27%	Reduced
2578	Simplicity Solutions Minneapolis, Minnesota	$2.23M	-$4.78M	6	1.51%	Reduced
2579	Evergreen Capital Management Bellevue, Washington	$2.23M	+$1.26M	3	0.26%	Increased
2580	MC Mitra Capital Boston, Massachusetts	$2.23M	+$1.95M	3	21.78%	Increased
2581	LC LCNB Corp Lebanon, Ohio	$2.23M	+$2.06K	3	2.09%	Increased
2582	SIM SSI Investment Management Los Angeles, California	$2.22M	-$224K	6	0.19%	Reduced
2583	FCFC First Commonwealth Financial Corp Indiana, Pennsylvania	$2.21M	-$457K	4	2.52%	Reduced
2584	FIM Farmhouse Investment Management Greenbrae, California	$2.2M	$0	1	1.02%	Maintained
2585	AF Aegis Financial Mc Lean, Virginia	$2.2M	$0	1	3.11%	Maintained
2586	NIS National Investment Services Milwaukee, Wisconsin	$2.19M	-$159K	1	2.25%	Reduced
2587	FNB Farmers National Bank Danville, Kentucky	$2.19M	+$84.7K	3	1.33%	Increased
2588	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$2.19M	-$15.7K	4	1.05%	Reduced
2589	CAS Cue Advisory Services Phoenix, Arizona	$2.19M	-$833K	4	1.52%	Reduced
2590	CGL Clarius Group LLC Seattle, Washington	$2.18M	-$2.58M	1	0.92%	Reduced
2591	SC Schulhoff & Co Cincinnati, Ohio	$2.18M	+$355	2	1.3%	Increased
2592	CHJWM Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas	$2.18M	+$16.6K	2	1.39%	Increased
2593	CWA Cypress Wealth Advisors San Francisco, California	$2.18M	-$347K	3	3.52%	Reduced
2594	GIM Guild Investment Management Los Angeles, California	$2.17M	-$22.7K	1	2.29%	Reduced
2595	BG Bollard Group Boston, Massachusetts	$2.16M	+$244K	6	0.11%	Increased
2596	SMC S. Muoio & Co New York	$2.16M	-$469K	2	1.11%	Reduced
2597	SMM Stadion Money Management Watkinsville, Georgia	$2.16M	-$597K	4	0.07%	Reduced
2598	AFM Anson Funds Management Dallas, Texas	$2.16M	+$1.87M	1	0.32%	New
2599	LWM Lyons Wealth Management Winter Park, Florida	$2.16M	-$2.71M	3	3.23%	Reduced
2600	DCM Dean Capital Management Overland Park, Kansas	$2.15M	-$670K	1	1.01%	Reduced