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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
1976	BDF Balasa Dinverno & Foltz	$2.42M	+$2.42M	4	0.43%	New
1977	CCC Cincinnati Casualty Company Fairfield, Ohio	$2.4M	+$2.34M	2	3.03%	New
1978	BOS Bank of Stockton Stockton, California	$2.39M	+$2.4M	4	1.88%	New
1979	DCM Dialectic Capital Management Norwalk, Connecticut	$2.38M	+$2.33M	3	0.35%	New
1980	DA Dunvegan Associates Santa Barbara, California	$2.37M	+$2.37M	2	1.83%	New
1981	MMEA Mark Morris et al	$2.37M	+$2.12M	4	0.85%	New
1982	GF Gerry Farber New York	$2.36M	+$2.05M	2	2.37%	New
1983	Capital Wealth Planning Naples, Florida	$2.35M	+$2.38M	2	1.85%	New
1984	SCA Salient Capital Advisors Houston, Texas	$2.35M	+$2.32M	3	0.11%	New
1985	WA WESPAC Advisors Orinda, California	$2.35M	+$2.35M	2	3.57%	New
1986	MIU Man Investments (UK) London, United Kingdom	$2.34M	+$2.33M	10	0.52%	New
1987	CASB Cape Ann Savings Bank Glocuster, Massachusetts	$2.33M	+$2.3M	3	3.9%	New
1988	PCM Princeton Capital Management Red Bank, New Jersey	$2.32M	+$2.4M	2	2.19%	New
1989	SCIA Sanibel Captiva Investment Advisers Chicago, Illinois	$2.32M	+$2.33M	4	2.26%	New
1990	SDJVC St. Denis J. Villere & Co New Orleans, Louisiana	$2.32M	+$2.28M	2	0.12%	New
1991	SAA Southeast Asset Advisors Thomasville, Georgia	$2.31M	+$2.26M	1	1.05%	New
1992	HBWM Hollow Brook Wealth Management Katonah, New York	$2.3M	+$1.62M	1	0.85%	New
1993	IB Intrust Bank Wichita, Kansas	$2.29M	+$2.34M	4	1.02%	New
1994	RC Roundview Capital Princeton, New Jersey	$2.28M	+$2.28M	3	1.43%	New
1995	SAM Solaris Asset Management New York	$2.28M	+$2.37M	2	1.81%	New
1996	RGC Roberts, Glore & Co Deerfield, Illinois	$2.27M	+$2.22M	1	1.4%	New
1997	CCM Corsair Capital Management New York	$2.27M	+$2.09M	1	0.29%	New
1998	FFSOTS Fiduciary Financial Services of The Southwest Dallas, Texas	$2.27M	+$2.34M	2	0.76%	New
1999	FPC Falcon Point Capital San Francisco, California	$2.27M	+$2.13M	3	2.5%	New
2000	PWS Peloton Wealth Strategists Indianapolis, Indiana	$2.26M	+$2.36M	1	2.03%	New