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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
1701	SCM Schneider Capital Management Berwyn, Pennsylvania	$5.5M	-$4.04M	1	0.5%	Reduced
1702	SVP Springbank Value Partners Hampton Bays, New York	$5.49M	$0	2	11.43%	Maintained
1703	CL Croft-Leominster Baltimore, Maryland	$5.49M	-$1.29M	3	0.9%	Reduced
1704	KCM Kempner Capital Management Galveston, Texas	$5.47M	-$657K	2	2.22%	Reduced
1705	BIA Biondo Investment Advisors Milford, Pennsylvania	$5.46M	+$851K	3	2.07%	Increased
1706	CEI Clark Estates Inc New York	$5.45M	+$3.56M	4	0.83%	Increased
1707	HC Hendley & Co Zanesville, Ohio	$5.45M	+$1.26M	2	4.52%	Increased
1708	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$5.41M	+$43.1K	5	1.88%	Increased
1709	BA Bennicas & Associates Portola Valley, California	$5.4M	-$150K	2	3.9%	Reduced
1710	CL CFS LLC Oklahoma City, Oklahoma	$5.4M	-$3.27M	3	5.11%	Reduced
1711	CC Colrain Capital Boston, Massachusetts	$5.4M	-$2.35M	4	0.4%	Reduced
1712	SWM Segment Wealth Management Houston, Texas	$5.38M	+$3.46M	2	2.93%	Increased
1713	NDSI Newman Dignan & Sheerar Inc Providence, Rhode Island	$5.37M	+$706K	6	4.18%	Increased
1714	ACI Advance Capital I Southfield, Michigan	$5.37M	-$2.06M	9	2.73%	Reduced
1715	NL NWAM LLC Mercer Island, Washington	$5.34M	-$214K	6	2.6%	Reduced
1716	ANRIA American National Registered Investment Advisor Galveston, Texas	$5.34M	-$290K	6	3.03%	Reduced
1717	SFSG Stearns Financial Services Group Greensboro, North Carolina	$5.33M	-$131K	3	2.32%	Reduced
1718	SI SII Investments Appleton, Wisconsin	$5.32M	-$256K	6	1.26%	Reduced
1719	GPSPJS General Pension Society PZU Joint Stock Warsaw, Poland	$5.32M	+$5.34M	1	1.91%	New
1720	Forvis Mazars Wealth Advisors Springfield, Missouri	$5.32M	+$67.1K	3	1.09%	Increased
1721	WBG Wharton Business Group Malvern, Pennsylvania	$5.3M	-$388K	2	0.45%	Reduced
1722	VIP Vantage Investment Partners Kansas City, Missouri	$5.3M	+$43.3K	2	1.67%	Increased
1723	PAMG Patton Albertson Miller Group Chattanooga, Tennessee	$5.3M	-$175K	4	3.15%	Reduced
1724	Calamos Wealth Management Naperville, Illinois	$5.29M	-$2.59M	4	1.73%	Reduced
1725	LD Lipe & Dalton Syracuse, New York	$5.27M	+$409K	2	3.86%	Increased