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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
2001	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$2.26M	+$2.28M	5	0.78%	New
2002	LI Longer Investments Fayetteville, Arkansas	$2.25M	+$2.19M	1	2.05%	New
2003	Capital Analysts LLC Fort Washington, Pennsylvania	$2.23M	+$2.32M	3	0.7%	New
2004	BFIM Beese Fulmer Investment Management Canton, Ohio	$2.22M	+$2.18M	2	0.95%	New
2005	Horizon Kinetics New York	$2.21M	+$2.24M	4	0.03%	New
2006	Moneta Group Investment Advisors St Louis, Missouri	$2.21M	+$2.2M	3	1.55%	New
2007	CP Camelot Portfolios Maumee, Ohio	$2.2M	+$2.17M	3	1.67%	New
2008	CWM Cabot Wealth Management Salem, Massachusetts	$2.19M	+$2.29M	1	0.75%	New
2009	APCM Arbiter Partners Capital Management New York	$2.19M	+$2.19M	1	0.32%	New
2010	ZA Zazove Associates Incline Village, Nevada	$2.19M	+$2.13M	1	0.06%	New
2011	I2I Insight 2811 Inc Chicago, Illinois	$2.18M	+$2.2M	5	1.2%	New
2012	SAM Shamrock Asset Management Dallas, Texas	$2.17M	+$2.14M	2	0.91%	New
2013	CII CR Intrinsic Investors Stamford, Connecticut	$2.17M	+$2.25M	2	0.07%	New
2014	LPC Loeb Partners Corp New York	$2.16M	+$2.2M	3	0.79%	New
2015	Montrusco Bolton Investments Montreal, Quebec, Canada	$2.16M	+$2.2M	1	0.17%	New
2016	ANB Amarillo National Bank Amarillo, Texas	$2.14M	+$2.2M	3	1.91%	New
2017	UM Ulysses Management New York	$2.14M	+$2.23M	1	0.34%	New
2018	CCT Capital City Trust Tallahassee, Florida	$2.14M	+$2.21M	6	0.95%	New
2019	MC Miles Capital West Des Moines, Iowa	$2.13M	+$2.02M	2	0.99%	New
2020	MC Menta Capital San Francisco, California	$2.12M	+$1.96M	7	1.36%	New
2021	AFC AFT Forsyth & Company West Palm Beach, Florida	$2.1M	+$2.09M	5	3%	New
2022	CAS CTC Alternative Strategies Chicago, Illinois	$2.09M	+$2.06M	6	0.56%	New
2023	HPBT High Point Bank & Trust High Point, North Carolina	$2.09M	+$2.06M	8	0.71%	New
2024	PH Pinnacle Holdings Tulsa, Oklahoma	$2.08M	+$2.06M	2	0.65%	New
2025	Geneva Capital Management Milwaukee, Wisconsin	$2.08M	+$2.1M	2	0.04%	New