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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
1876	FPA Fieldpoint Private Advisors New York	$3.75M	-$240K	1	2.3%	Reduced
1877	TPM T2 Partners Management New York	$3.73M	+$1.86M	1	5.89%	Increased
1878	BSWMG Barrington Strategic Wealth Management Group Chicago, Illinois	$3.71M	+$506K	4	3.29%	Increased
1879	BST Bath Savings Trust Bath, Maine	$3.71M	-$207K	3	1.62%	Reduced
1880	FBT First Bankers Trust Louisville, Kentucky	$3.7M	-$48.7K	3	1.96%	Reduced
1881	ATC Adirondack Trust Company Saratoga Springs, New York	$3.69M	-$164K	10	3.25%	Reduced
1882	CTC (Chicago Trading Company) Chicago, Illinois	$3.68M	-$73.1K	4	0.09%	Reduced
1883	WC Whitnell & Co Oak Brook, Illinois	$3.67M	-$118K	5	1.81%	Reduced
1884	Busey Bank Urbana, Illinois	$3.67M	-$96.6K	5	0.61%	Reduced
1885	HBK Sorce Advisory Erie, Pennsylvania	$3.67M	-$457K	4	1.52%	Reduced
1886	MMG Monetary Management Group St Louis, Missouri	$3.67M	-$275K	4	1.93%	Reduced
1887	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$3.65M	-$83.6K	1	1.07%	Reduced
1888	FIM Freedom Investment Management Hartford, Connecticut	$3.63M	+$621K	11	1.04%	Increased
1889	FCG FrontFour Capital Group Greenwich, Connecticut	$3.63M	-$16K	1	0.58%	Reduced
1890	HCM Hengehold Capital Management Cincinnati, Ohio	$3.62M	+$558K	3	1.45%	Increased
1891	TCOO Trust Company of Oklahoma Tulsa, Oklahoma	$3.62M	-$5.5K	4	2.69%	Reduced
1892	IH IFC Holdings Tampa, Florida	$3.59M	+$105K	6	0.78%	Increased
1893	DTL Dynamic Technology Lab Singapore	$3.57M	+$1.68M	14	2.87%	Increased
1894	FI FCM Investments Dallas, Texas	$3.57M	+$969K	4	1.43%	Increased
1895	Flow Traders U.S. New York	$3.55M	+$3.24M	1	0.56%	Increased
1896	HIS Horizon Investment Services Hammond, Indiana	$3.55M	+$31K	1	2.42%	Increased
1897	ICM IMS Capital Management Portland, Oregon	$3.54M	+$1.22M	7	4.9%	Increased
1898	Churchill Management Los Angeles, California	$3.52M	-$161K	4	0.18%	Reduced
1899	MM Meridian Management Little Rock, Arkansas	$3.52M	+$16.6K	2	3.01%	Increased
1900	JAMONY Jacob Asset Management of New York Hermosa Beach, California	$3.51M	+$197K	2	4.33%	Increased