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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
1951	BT Bankers Trust Des Moines, Iowa	$3.07M	+$149K	3	2.16%	Increased
1952	VWM Vector Wealth Management Minneapolis, Minnesota	$3.06M	+$46.2K	2	2.23%	Increased
1953	SDJVC St. Denis J. Villere & Co New Orleans, Louisiana	$3.05M	+$527K	2	0.14%	Increased
1954	LI Lafayette Investments Ashton, Maryland	$3.04M	+$44	1	1.48%	Increased
1955	NES New England Securities New York	$3.01M	+$1.12M	28	1.52%	Increased
1956	Ballentine Partners Waltham, Massachusetts	$3M	+$1.11M	6	0.37%	Increased
1957	SA Strategic Advisors New York	$3M	+$10.4K	3	2.46%	Increased
1958	MG Meditor Group Hamilton, Bermuda	$2.98M	-$849K	2	0.42%	Reduced
1959	MBT Monroe Bank & Trust Monroe, Michigan	$2.98M	+$82.2K	4	1.23%	Increased
1960	SST S Squared Technology New York	$2.97M	-$7.59M	3	3.78%	Reduced
1961	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$2.96M	-$335K	4	0.5%	Reduced
1962	RSS Rosenblum Silverman Sutton San Francisco, California	$2.94M	+$2.91M	2	1.58%	New
1963	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$2.93M	+$34K	1	0.83%	Increased
1964	BOS Bank of Stockton Stockton, California	$2.92M	+$387K	5	2.09%	Increased
1965	GAM Gould Asset Management Claremont, California	$2.91M	-$116K	1	1.83%	Reduced
1966	LAM Lapides Asset Management Greenwich, Connecticut	$2.91M	$0	1	0.39%	Maintained
1967	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$2.91M	+$286K	5	2.27%	Increased
1968	BHA Beech Hill Advisors New York	$2.91M	-$2.01M	6	1.57%	Reduced
1969	WCM Weik Capital Management Wyomissing, Pennsylvania	$2.9M	-$130K	1	1.95%	Reduced
1970	CIM CIM Investment Management Pittsburgh, Pennsylvania	$2.88M	-$1.78M	4	1.71%	Reduced
1971	Allworth Financial Folsom, California	$2.87M	-$51.2K	1	1.49%	Reduced
1972	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$2.87M	-$4.49K	4	1.83%	Reduced
1973	HMS Hanseatic Management Services Albuquerque, New Mexico	$2.86M	-$7.55M	6	1.91%	Reduced
1974	Intact Investment Management Montreal, Quebec, Canada	$2.84M	+$1.82M	4	0.15%	Increased
1975	SOAMC Spirit of America Management Corp Syosset, New York	$2.83M	$0	4	1.04%	Maintained