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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
2051	JIC Joel Isaacson & Co New York	$2.07M	+$141K	12	0.84%	Increased
2052	DFIM Detwiler Fenton Investment Management Boston, Massachusetts	$2.06M	-$748K	1	1.83%	Reduced
2053	SCA Salient Capital Advisors Houston, Texas	$2.05M	-$238K	2	0.09%	Reduced
2054	IB Intrust Bank Wichita, Kansas	$2.04M	-$405K	3	0.98%	Reduced
2055	PAM Peninsula Asset Management Bradenton, Florida	$2.03M	-$6.9K	1	1.83%	Reduced
2056	JFA JNBA Financial Advisors Bloomington, Minnesota	$2.03M	-$21.3K	12	1.27%	Reduced
2057	AO Allen Operations New York	$2.02M	$0	1	3.07%	Maintained
2058	BCM Bluefin Capital Management New York	$2M	-$4.26M	3	0.19%	Reduced
2059	AIM Aspen Investment Management Grand Rapids, Michigan	$1.99M	+$194K	3	1.41%	Increased
2060	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$1.99M	-$332K	4	0.64%	Reduced
2061	CP Camelot Portfolios Maumee, Ohio	$1.98M	-$293K	3	1.45%	Reduced
2062	CCM Carderock Capital Management Chevy Chase, Maryland	$1.98M	-$23K	2	1.15%	Reduced
2063	Buckingham Strategic Wealth Clayton, Missouri	$1.98M	+$87.5K	7	1.05%	Increased
2064	BG Bollard Group Boston, Massachusetts	$1.97M	+$589K	6	0.23%	Increased
2065	FBT Founders Bank & Trust Grand Rapids, Michigan	$1.96M	-$38.7K	7	1%	Reduced
2066	DMC Drexel Morgan & Co Radnor, Pennsylvania	$1.95M	+$497K	5	2.67%	Increased
2067	NIS National Investment Services Milwaukee, Wisconsin	$1.94M	$0	1	1.53%	Maintained
2068	MS Marshall & Sullivan Seattle, Washington	$1.94M	-$31.8K	1	3.63%	Reduced
2069	KS Karpas Strategies Litchfield, Connecticut	$1.93M	$0	1	1.13%	Maintained
2070	Catalyst Capital Advisors Huntington, New York	$1.93M	+$242K	4	1.06%	Increased
2071	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$1.93M	+$213K	2	0.4%	Increased
2072	DCM Dialectic Capital Management Norwalk, Connecticut	$1.93M	-$578K	5	0.44%	Reduced
2073	FPTW Franklin, Parlapiano, Turner & Welch Houston, Texas	$1.93M	+$270K	1	1.41%	Increased
2074	SGH Schonfeld Group Holdings Jericho, New York	$1.93M	+$1.69M	5	3.94%	New
2075	DA Denali Advisors San Diego, California	$1.91M	-$5.76K	4	0.66%	Reduced