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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
2601	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$1.25M	+$252K	2	1.22%	Increased
2602	MG MDE Group Morristown, New Jersey	$1.25M	-$32K	2	0.3%	Reduced
2603	PTC Peak Ten Capital New York	$1.25M	+$1.13M	1	1.22%	New
2604	BCM Basso Capital Management Stamford, Connecticut	$1.23M	$0	2	0.2%	Maintained
2605	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$1.22M	-$295K	4	0.15%	Reduced
2606	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$1.22M	+$20.5K	1	0.38%	Increased
2607	KAH Kathryn A. Hall	$1.22M	+$1.17M	3	0.34%	New
2608	SCM Stuyvesant Capital Management Armonk, New York	$1.21M	-$2.52M	1	2.79%	Reduced
2609	KFA Kelleher Financial Advisors New York	$1.2M	-$20.5K	5	0.65%	Reduced
2610	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$1.19M	+$245K	5	0.69%	Increased
2611	RU RobecoSam USA New York	$1.18M	-$347K	2	1.27%	Reduced
2612	KPCM Kings Point Capital Management Great Neck, New York	$1.18M	+$731K	10	0.32%	Increased
2613	CCM Canal Capital Management Richmond, Virginia	$1.17M	+$1.13M	1	1.11%	New
2614	GEM Global Endowment Management Charlotte, North Carolina	$1.17M	$0	4	0.19%	Maintained
2615	Pure Financial Advisors San Diego, California	$1.16M	+$117K	1	0.4%	Increased
2616	NEAM New England Asset Management Farmington, Connecticut	$1.16M	-$372K	2	0.03%	Reduced
2617	Choreo LLC Rockford, Illinois	$1.15M	+$283K	2	0.31%	Increased
2618	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$1.15M	-$141K	4	3.24%	Reduced
2619	PLCM Plymouth Lane Capital Management New York	$1.13M	+$1.07M	1	0.43%	New
2620	OAM Orinda Asset Management Lafayette, California	$1.12M	+$268K	6	1.26%	Increased
2621	FUBT First United Bank & Trust Oakland, Maryland	$1.1M	+$418	1	1.06%	Increased
2622	Aspiriant LLC Los Angeles, California	$1.08M	-$1.88M	2	0.15%	Reduced
2623	JA JLB & Associates Plymouth, Michigan	$1.08M	$0	1	0.36%	Maintained
2624	WA WealthTrust-Arizona Scottsdale, Arizona	$1.08M	-$97.7K	16	0.91%	Reduced
2625	GAM Gemmer Asset Management Walnut Creek, California	$1.08M	-$17.1K	43	0.73%	Reduced