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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
2076	PG Portola Group San Jose, California	$1.74M	+$1.62M	2	1.15%	New
2077	TPM T2 Partners Management New York	$1.74M	+$1.6M	1	1.54%	New
2078	CEI Clark Estates Inc New York	$1.71M	+$1.73M	2	0.3%	New
2079	HT HighTower Trust Houston, Texas	$1.7M	+$1.7M	2	0.27%	New
2080	NCIM New Century Investment Management Southfield, Michigan	$1.7M	+$1.77M	1	1.25%	New
2081	CF CNA Financial Chicago, Illinois	$1.69M	+$1.45M	1	0.36%	New
2082	KS Karpas Strategies Litchfield, Connecticut	$1.67M	+$1.72M	1	1.02%	New
2083	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$1.67M	+$1.68M	8	1.22%	New
2084	NAM Needelman Asset Management Ladera Ranch, California	$1.66M	+$1.67M	2	6.07%	New
2085	SignatureFD Atlanta, Georgia	$1.65M	+$1.67M	12	0.85%	New
2086	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$1.65M	+$1.69M	3	0.99%	New
2087	DSAM Dock Street Asset Management Palm Beach, Florida	$1.65M	+$1.62M	2	1.05%	New
2088	CCP Centaur Capital Partners Southlake, Texas	$1.64M	+$1.51M	1	1.84%	New
2089	CCA Cobblestone Capital Advisors Rochester, New York	$1.64M	+$1.62M	3	0.36%	New
2090	MCM McGlinn Capital Management Wyomissing, Pennsylvania	$1.64M	+$1.57M	3	4.48%	New
2091	EI EDMP Inc Lutz, Florida	$1.64M	+$1.6M	2	1.68%	New
2092	Savant Capital Rockford, Illinois	$1.63M	+$1.64M	4	0.94%	New
2093	SNBOSCI Security National Bank of Sioux City Iowa Sioux City, Iowa	$1.62M	+$1.67M	3	2.54%	New
2094	Advisors Capital Management Ridgewood, New Jersey	$1.62M	+$1.69M	1	0.36%	New
2095	Homrich & Berg Atlanta, Georgia	$1.6M	+$1.61M	3	0.29%	New
2096	QI Qualcomm Inc San Diego, California	$1.6M	+$1.47M	1	0.06%	New
2097	MUS Mitsubishi UFJ Securities Tokyo, Japan	$1.59M	+$1.41M	2	0.8%	New
2098	JMFC J.M. Forbes & Co Boston, Massachusetts	$1.58M	+$1.55M	3	0.47%	New
2099	Aspiriant LLC Los Angeles, California	$1.57M	+$1.56M	1	0.25%	New
2100	ACM Afton Capital Management Charlotte, North Carolina	$1.56M	+$1.55M	1	1.44%	New