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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
2626	HCM Hilton Capital Management Garden City, New York	$1.8M	+$1.5M	5	0.35%	Increased
2627	TIA Trust Investment Advisors Indianapolis, Indiana	$1.79M	+$309K	2	1.93%	Increased
2628	AFS Access Financial Services Minneapolis, Minnesota	$1.78M	-$7.57K	2	1.5%	Reduced
2629	BMC Benin Management Corp Wilton, Connecticut	$1.78M	-$7.09K	3	0.81%	Reduced
2630	DCM Dean Capital Management Overland Park, Kansas	$1.78M	+$251K	1	1.22%	Increased
2631	GBA Garrison Bradford & Associates New York	$1.78M	-$83K	2	1.57%	Reduced
2632	KSCM Kamunting Street Capital Management Miami Beach, Florida	$1.78M	-$1.63M	1	1.28%	Reduced
2633	BG Bollard Group Boston, Massachusetts	$1.76M	-$506K	5	0.1%	Reduced
2634	OTC Opera Trading Capital Paris, France	$1.75M	+$1.58M	2	0.49%	Increased
2635	Partners Capital Investment Group Boston, Massachusetts	$1.74M	$0	3	0.35%	Maintained
2636	BEC Blue Edge Capital Richmond, Virginia	$1.72M	$0	1	0.86%	Maintained
2637	VCM Versant Capital Management Phoenix, Arizona	$1.72M	-$108K	44	0.95%	Reduced
2638	Members Trust Tampa, Florida	$1.72M	+$1.68M	3	0.1%	New
2639	LRIC Long Road Investment Counsel Kalamazoo, Michigan	$1.71M	$0	1	1.26%	Maintained
2640	KKAMG Kernodle & Katon Asset Management Group Searcy, Arkansas	$1.71M	+$102K	11	1.02%	Increased
2641	LAIC Lederer & Associates Investment Counsel Long Beach, California	$1.7M	+$32.2K	2	1.6%	Increased
2642	CFA Capstone Financial Advisors Downers Grove, Illinois	$1.69M	+$27.5K	2	0.86%	Increased
2643	CCM Corsair Capital Management New York	$1.69M	-$134K	1	0.29%	Reduced
2644	SGI Summit Global Investments Bountiful, Utah	$1.69M	+$45.2K	3	0.55%	Increased
2645	MWM Mascoma Wealth Management Hanover, New Hampshire	$1.69M	-$72.3K	10	1.21%	Reduced
2646	MCM MV Capital Management Bethesda, Maryland	$1.68M	-$33.5K	11	0.53%	Reduced
2647	AGI Athena Global Investors Reston, Virginia	$1.67M	-$256K	1	5.02%	Reduced
2648	TIA Tandem Investment Advisors Charleston, South Carolina	$1.66M	-$1.48M	1	0.74%	Reduced
2649	FCB First Command Bank Fort Worth, Texas	$1.66M	-$2.25K	11	1.17%	Reduced
2650	FCFS First Command Financial Services Fort Worth, Texas	$1.66M	-$2.25K	11	1.17%	Reduced