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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
1901	Allworth Financial Folsom, California	$3.09M	+$3.01M	1	1.74%	New
1902	MIP Marietta Investment Partners Milwaukee, Wisconsin	$3.09M	+$3.06M	4	1.33%	New
1903	KCM Keane Capital Management Charlotte, North Carolina	$3.08M	+$3.34M	3	2.7%	New
1904	AAM AR Asset Management West Hollywood, California	$3.08M	+$3.12M	3	1.38%	New
1905	TSWM Triangle Securities Wealth Management Raleigh, North Carolina	$3.08M	+$3.07M	12	2.28%	New
1906	FCG FrontFour Capital Group Greenwich, Connecticut	$3.08M	+$3M	1	0.82%	New
1907	MPA Marvin & Palmer Associates Wilmington, Delaware	$3.07M	+$2.82M	1	1.67%	New
1908	SCM Sterneck Capital Management Kansas City, Missouri	$3.07M	+$3.12M	2	1.94%	New
1909	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$3.06M	+$2.98M	2	0.97%	New
1910	PGA Portland Global Advisors Portland, Maine	$3.05M	+$3.07M	3	2.18%	New
1911	NBC Neuberger Berman Canada Toronto, Ontario, Canada	$3.05M	+$3.04M	4	0.58%	New
1912	IAM Integre Asset Management New York	$3.04M	+$3.17M	1	0.82%	New
1913	BRCM Bright Rock Capital Management Hanover, Massachusetts	$3.02M	+$3M	1	1.85%	New
1914	WIL Winifred I. Li	$3.01M	+$3M	9	2.8%	New
1915	LC Lilley & Co Tecumseh, Michigan	$2.98M	+$2.95M	4	1.62%	New
1916	GHC GETCO Holding Company Chicago, Illinois	$2.97M	+$2.8M	9	0.5%	New
1917	TCI Wealth Advisors Tucson, Arizona	$2.97M	+$2.96M	17	2.25%	New
1918	LI Lafayette Investments Ashton, Maryland	$2.96M	+$3.03M	1	1.42%	New
1919	LCM Liberty Capital Management Birmingham, Michigan	$2.96M	+$3.04M	2	2.54%	New
1920	TT Tower Trust Fort Wayne, Indiana	$2.94M	+$2.94M	4	2.11%	New
1921	BSWMG Barrington Strategic Wealth Management Group Chicago, Illinois	$2.94M	+$2.95M	3	2.42%	New
1922	ADMI Albert D. Mason Inc Boston, Massachusetts	$2.92M	+$2.9M	1	0.65%	New
1923	SIM Sterling Investment Management Tucson, Arizona	$2.91M	+$3.04M	1	2.06%	New
1924	VC Vestor Capital Chicago, Illinois	$2.87M	+$3M	1	1.24%	New
1925	IAM Impala Asset Management Palm Beach, Florida	$2.87M	+$2.22M	1	0.16%	New