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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
2726	RTS Round Table Services Westfield, New Jersey	$1.42M	+$218K	4	0.51%	Increased
2727	VCM Versant Capital Management Phoenix, Arizona	$1.42M	-$302K	43	0.78%	Reduced
2728	GBA Garrison Bradford & Associates New York	$1.42M	+$26.6K	2	1.19%	Increased
2729	DWM Dorchester Wealth Management Montreal, Quebec, Canada	$1.41M	+$180K	4	0.45%	Increased
2730	PC Paulson & Co New York	$1.41M	-$133M	1	0.03%	Reduced
2731	GWS Glassman Wealth Services Vienna, Virginia	$1.41M	+$5.49K	20	0.92%	Increased
2732	MCF Advisors Covington, Kentucky	$1.41M	-$8.05K	12	0.28%	Reduced
2733	LA Lucus Advisors New York	$1.4M	-$2.18M	4	1.97%	Reduced
2734	JAFL Jay A. Fishman Ltd Troy, Michigan	$1.39M	-$89.5K	2	0.28%	Reduced
2735	PCM Perkins Capital Management Wayzata, Minnesota	$1.39M	+$184K	4	1.46%	Increased
2736	Meridian Wealth Management Lexington, Kentucky	$1.38M	-$210K	4	0.88%	Reduced
2737	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$1.38M	-$76K	12	0.56%	Reduced
2738	HCP Holt Capital Partners Fort Worth, Texas	$1.38M	$0	1	0.45%	Maintained
2739	RCS Retirement Capital Strategies San Jose, California	$1.36M	-$178K	1	0.73%	Reduced
2740	RFG Advisory Birmingham, Alabama	$1.36M	+$300K	3	0.84%	Increased
2741	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$1.36M	$0	3	0.24%	Maintained
2742	IP Investment Partners New Philadelphia, Ohio	$1.35M	+$13.9K	3	1.16%	Increased
2743	TI Turner Investments Berwyn, Pennsylvania	$1.35M	-$7.1M	6	6.12%	Reduced
2744	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$1.34M	-$47.1K	1	1.12%	Reduced
2745	FFC First Financial Corp Terre Haute, Indiana	$1.33M	+$6.87K	11	0.87%	Increased
2746	ANB Amarillo National Bank Amarillo, Texas	$1.31M	+$17.2K	3	0.45%	Increased
2747	HPWM Highland Private Wealth Management Bellevue, Washington	$1.31M	+$204K	4	0.56%	Increased
2748	GI Glovista Investments Jersey City, New Jersey	$1.31M	+$1.28M	1	0.25%	New
2749	EM ELCO Management New York	$1.31M	$0	3	0.74%	Maintained
2750	KA KLCM Advisors Milwaukee, Wisconsin	$1.3M	+$56.5K	3	0.34%	Increased