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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	EHWM Eads & Heald Wealth Management Atlanta, Georgia	$5.37M	-$35.1K	5	3.63%	Reduced
1952	TFA Transamerica Financial Advisors St. Petersburg, Florida	$5.37M	-$105K	11	0.49%	Reduced
1953	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$5.37M	-$116K	6	5.82%	Reduced
1954	11A 10-15 Associates Goshen, New York	$5.36M	+$68.9K	4	1.8%	Increased
1955	Brinker Capital Investments Berwyn, Pennsylvania	$5.36M	-$519K	5	0.2%	Reduced
1956	SC Scholtz & Company Stamford, Connecticut	$5.35M	+$211K	2	5.28%	Increased
1957	VHAM Van Hulzen Asset Management El Dorado Hills, California	$5.31M	-$2.55M	2	5.39%	Reduced
1958	BST Bath Savings Trust Bath, Maine	$5.31M	+$196K	3	2.01%	Increased
1959	PSAMP P. Schoenfeld Asset Management (PSAM) New York	$5.29M	+$5.03M	1	0.19%	New
1960	GGPS Gary Goldberg Planning Services Suffern, New York	$5.29M	-$1.57M	8	2.2%	Reduced
1961	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$5.29M	-$22K	4	2.77%	Reduced
1962	FFS Founders Financial Securities Towson, Maryland	$5.27M	-$1.38M	4	3.4%	Reduced
1963	CAM Chesapeake Asset Management New York	$5.24M	+$281K	5	3.2%	Increased
1964	SH SeaTown Holdings Singapore	$5.24M	+$4.7M	1	0.61%	New
1965	MBTD Mechanics Bank - Trust Department Walnut Creek, California	$5.23M	+$253K	4	1.59%	Increased
1966	IC Inverness Counsel New York	$5.23M	+$749K	4	0.42%	Increased
1967	YMRC Yorktown Management & Research Company Forest, Virginia	$5.21M	-$350K	13	1%	Reduced
1968	CS Credential Securities Vancouver,	$5.2M	+$140K	6	3.49%	Increased
1969	WPP Whalerock Point Partners Providence, Rhode Island	$5.19M	+$101K	4	2.34%	Increased
1970	BSB Bangor Savings Bank Bangor, Maine	$5.19M	-$892K	5	1.39%	Reduced
1971	SWM SVA Wealth Management Madison, Wisconsin	$5.18M	-$1.06M	7	2.21%	Reduced
1972	AIM Acropolis Investment Management St. Louis, Missouri	$5.18M	-$140K	3	1.03%	Reduced
1973	EA Ecofin Advisors London, United Kingdom	$5.13M	-$8.83M	1	0.91%	Reduced
1974	CCP Centaur Capital Partners Southlake, Texas	$5.12M	-$215K	1	7.2%	Reduced
1975	Hills Bank & Trust North Liberty, Iowa	$5.11M	-$440K	2	2.09%	Reduced