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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
1651	GLI Guardian Life Insurance New York	$6.03M	+$23K	16	0.5%	Increased
1652	Wellington Shields Capital Management New York	$6.03M	-$25.2K	7	1.15%	Reduced
1653	Alley Company Lake Forest, Illinois	$6.02M	+$3.8K	2	4.81%	Increased
1654	NCM Northroad Capital Management New York	$6.02M	-$387K	2	2.31%	Reduced
1655	SM Southport Management Wilson, Wyoming	$5.98M	+$2.25M	4	10.05%	Increased
1656	Moody National Bank Trust Division Galveston, Texas	$5.98M	-$287K	7	0.47%	Reduced
1657	Meristem Family Wealth Minnetonka, Minnesota	$5.98M	-$225K	3	2.75%	Reduced
1658	Auxier Asset Management Aurora, Oregon	$5.96M	-$2.88K	3	1.38%	Reduced
1659	Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia	$5.96M	+$191K	4	1.15%	Increased
1660	CSUI Cincinnati Specialty Underwriters Insurance Fairfield, Ohio	$5.93M	$0	2	8.81%	Maintained
1661	Greenwood Gearhart Fayetteville, Arkansas	$5.93M	-$79.3K	2	3.45%	Reduced
1662	IPC Independent Portfolio Consultants Boca Raton, Florida	$5.92M	-$520K	10	2.37%	Reduced
1663	RBO & Co Saint Helena, California	$5.92M	+$72K	2	2.54%	Increased
1664	PRCM Pine River Capital Management Minnetonka, Minnesota	$5.9M	-$3.84M	3	0.06%	Reduced
1665	SCG Strategic Capital Group Gig Harbor, Washington	$5.86M	-$743K	7	2.2%	Reduced
1666	AA AlphaMark Advisors Ft. Wright, Kentucky	$5.82M	-$515K	6	3.68%	Reduced
1667	Prelude Capital Management New York	$5.81M	+$807K	40	0.94%	Increased
1668	FC FCA Corp Houston, Texas	$5.8M	+$267K	4	3.45%	Increased
1669	FA Financial Advantage Columbia, Maryland	$5.8M	+$97.4K	5	5%	Increased
1670	ICOA Investment Centers of America Bismarck, North Dakota	$5.79M	+$2.06M	6	1.17%	Increased
1671	LWI Long Wharf Investors Boston, Massachusetts	$5.78M	+$404K	7	5.51%	Increased
1672	TC Taylor Cottrill New London, New Hampshire	$5.78M	-$1.21M	2	3.25%	Reduced
1673	HCM Herndon Capital Management Atlanta, Georgia	$5.77M	+$1.9M	4	0.08%	Increased
1674	FCT Family Capital Trust Peabody, Massachusetts	$5.77M	-$81.6K	5	3.47%	Reduced
1675	DBIA Dumont & Blake Investment Advisors Princeton, New Jersey	$5.76M	+$4.56K	5	2.74%	Increased