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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	KCM KSA Capital Management Morristown, New Jersey	$1.91M	+$938K	2	1.15%	Increased
2077	AAM Autus Asset Management Scottsdale, Arizona	$1.91M	+$888K	3	0.81%	Increased
2078	TCB Texas Capital Bancshares Dallas, Texas	$1.91M	-$46.9K	4	1.46%	Reduced
2079	FAM Formidable Asset Management Cincinnati, Ohio	$1.9M	+$1.86M	11	1.64%	New
2080	RGC Roberts, Glore & Co Deerfield, Illinois	$1.9M	-$258K	1	1.4%	Reduced
2081	JWBC J.W. Burns & Co Dewitt, New York	$1.89M	-$3.29K	4	0.72%	Reduced
2082	ARGA Investment Management Stamford, Connecticut	$1.88M	-$819K	2	0.72%	Reduced
2083	SSIA Spero-Smith Investment Advisers Cleveland, Ohio	$1.88M	-$50.1K	1	2.34%	Reduced
2084	PFC Poplar Forest Capital Pasadena, California	$1.88M	-$143K	1	0.24%	Reduced
2085	FPC Falcon Point Capital San Francisco, California	$1.86M	-$568K	4	1.99%	Reduced
2086	UFG United Fire Group Cedar Rapids, Iowa	$1.86M	$0	3	0.93%	Maintained
2087	LPC Loeb Partners Corp New York	$1.86M	-$397K	2	0.63%	Reduced
2088	MIM Miller Investment Management West Conshohocken, Pennsylvania	$1.85M	-$209K	1	1.11%	Reduced
2089	FCFC First Commonwealth Financial Corp Indiana, Pennsylvania	$1.85M	-$269K	3	2.27%	Reduced
2090	SNBOSCI Security National Bank of Sioux City Iowa Sioux City, Iowa	$1.84M	+$19.1K	3	2.68%	Increased
2091	NBC Neuberger Berman Canada Toronto, Ontario, Canada	$1.84M	-$1.38M	3	0.54%	Reduced
2092	JMFC J.M. Forbes & Co Boston, Massachusetts	$1.84M	+$219K	4	0.52%	Increased
2093	PCM Peg Capital Management Canaan, New Hampshire	$1.83M	-$9.67K	1	0.93%	Reduced
2094	CIA Covington Investment Advisors Ligonier, Pennsylvania	$1.82M	+$231K	3	1.24%	Increased
2095	Accredited Investors Edina, Minnesota	$1.81M	+$2.22K	3	0.67%	Increased
2096	MA Minerva Advisors Bala Cynwyd, Pennsylvania	$1.79M	$0	2	1.11%	Maintained
2097	Waverly Advisors Birmingham, Alabama	$1.79M	+$356K	14	0.92%	Increased
2098	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$1.79M	+$40.4K	9	1.15%	Increased
2099	ACM Afton Capital Management Charlotte, North Carolina	$1.78M	$0	1	1.54%	Maintained
2100	PIP Palisades Investment Partners Santa Monica, California	$1.76M	+$507K	2	1.66%	Increased