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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
2901	ADMI Albert D. Mason Inc Boston, Massachusetts	$1.7M	+$14.3K	1	1.28%	Increased
2902	JAM JW Asset Management Miami Beach, Florida	$1.69M	$0	1	1.79%	Maintained
2903	NFG Nations Financial Group Cedar Rapids, Iowa	$1.69M	-$135K	3	1.55%	Reduced
2904	KFGK Keystone Financial Group (Kentucky) Lexington, Kentucky	$1.68M	+$1.6M	5	1.05%	New
2905	UC Unterberg Capital New York	$1.68M	+$408K	1	2.05%	Increased
2906	SNBOSCI Security National Bank of Sioux City Iowa Sioux City, Iowa	$1.67M	-$642K	2	1.51%	Reduced
2907	HCP Holt Capital Partners Fort Worth, Texas	$1.67M	$0	1	0.53%	Maintained
2908	POIA Pin Oak Investment Advisors Houston, Texas	$1.67M	+$1.61M	8	1.28%	New
2909	DLG Daniel L. Goodwin	$1.66M	+$219K	4	0.72%	Increased
2910	AFA Arlington Financial Advisors Santa Barbara, California	$1.66M	+$1.5M	1	0.78%	New
2911	NC NewSquare Capital Newtown Square, Pennsylvania	$1.66M	+$120K	4	0.38%	Increased
2912	SMM Stadion Money Management Watkinsville, Georgia	$1.66M	-$783K	4	0.05%	Reduced
2913	RPC Rossmore Private Capital Glastonbury, Connecticut	$1.65M	+$1.63M	16	1.67%	New
2914	RTS Round Table Services Westfield, New Jersey	$1.65M	+$43.3K	4	0.57%	Increased
2915	Meridian Wealth Management Lexington, Kentucky	$1.64M	+$199K	4	1.01%	Increased
2916	GAM Gemmer Asset Management Walnut Creek, California	$1.64M	+$188K	42	0.57%	Increased
2917	LM Litespeed Management New York	$1.63M	-$1.02M	1	1.58%	Reduced
2918	TC Trust Company Manhattan, Kansas	$1.63M	+$165K	10	0.67%	Increased
2919	RQS Ramsey Quantitative Systems Louisville, Kentucky	$1.62M	-$1.14M	7	1.7%	Reduced
2920	AIC Ayalon Insurance Company Ramat Gan, Israel	$1.61M	+$1.64M	1	1.32%	New
2921	I2I Insight 2811 Inc Chicago, Illinois	$1.61M	+$39.1K	2	1.18%	Increased
2922	EMB Elefante Mark B	$1.61M	+$293K	3	7.67%	Increased
2923	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$1.6M	-$15.3K	1	1.39%	Reduced
2924	RIM Redwood Investment Management Scottsdale, Arizona	$1.6M	+$1.59M	4	0.69%	New
2925	CWM Connecticut Wealth Management Farmington, Connecticut	$1.59M	-$586K	4	0.85%	Reduced