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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	CBN Cadence Bank NA Houston, Texas	$4.92M	+$18.3K	4	2.65%	Increased
2002	FFC First Financial Corp Terre Haute, Indiana	$4.91M	-$291K	10	2.44%	Reduced
2003	WWM Willingdon Wealth Management Huntersville, North Carolina	$4.91M	-$945K	2	3.23%	Reduced
2004	NL NWAM LLC Mercer Island, Washington	$4.9M	-$2.65M	7	1.75%	Reduced
2005	NCMW Northern Capital Management (Wisconsin) Madison, Wisconsin	$4.89M	+$404K	2	2.47%	Increased
2006	SWM Strategic Wealth Management Kirkland, Washington	$4.88M	+$3.41M	4	5.08%	Increased
2007	OL Orbitronix LP Newport Beach, California	$4.88M	-$1.9M	3	2.83%	Reduced
2008	ATC Adirondack Trust Company Saratoga Springs, New York	$4.87M	+$168K	11	3.7%	Increased
2009	FBT First Bankers Trust Louisville, Kentucky	$4.85M	+$38.5K	3	2.14%	Increased
2010	PMFA Plante Moran Financial Advisors Southfield, Michigan	$4.85M	-$127K	20	4.24%	Reduced
2011	BC Beaconlight Capital New York	$4.84M	+$3.03M	1	5.04%	Increased
2012	Advisory Services Network Atlanta, Georgia	$4.83M	+$1.07M	8	1.77%	Increased
2013	TCM Texan Capital Management Houston, Texas	$4.82M	+$2.72M	1	2.03%	Increased
2014	DD Dominick & Dominick New York	$4.82M	+$600K	5	2.31%	Increased
2015	SJIM St. Johns Investment Management Jacksonville, Florida	$4.8M	-$65K	4	4.24%	Reduced
2016	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$4.8M	-$1.78M	3	1.13%	Reduced
2017	GG Greenwood Gearhart Fayetteville, Arkansas	$4.78M	+$456K	2	2.2%	Increased
2018	BC Banced Corp Edwardsville, Illinois	$4.78M	+$482K	7	5.51%	Increased
2019	ECM EII Capital Management New York	$4.76M	-$61.6K	1	0.3%	Reduced
2020	GCA Gideon Capital Advisors New York	$4.76M	+$437K	9	1.84%	Increased
2021	HC Hendley & Co Zanesville, Ohio	$4.76M	-$2.14M	2	3.05%	Reduced
2022	AC AYM Capital New York	$4.74M	-$204K	1	3.45%	Reduced
2023	Algert Global San Francisco, California	$4.71M	-$100K	12	3.49%	Reduced
2024	DFIM Detwiler Fenton Investment Management Boston, Massachusetts	$4.67M	-$3.29M	2	4.45%	Reduced
2025	GLAM Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$4.67M	-$847K	2	0.93%	Reduced