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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
2101	WKA Wilson Kemp & Associates Birmingham, Michigan	$1.75M	-$2.32M	3	3.85%	Reduced
2102	BAM Boyar Asset Management New York	$1.75M	+$96.7K	1	1.67%	Increased
2103	MPAM Monarch Partners Asset Management Boston, Massachusetts	$1.75M	+$1.61M	2	0.61%	Increased
2104	JWM Jacobus Wealth Management Milwaukee, Wisconsin	$1.73M	-$132K	5	0.61%	Reduced
2105	Moneta Group Investment Advisors St Louis, Missouri	$1.72M	-$512K	3	1.13%	Reduced
2106	FC Fayerweather Charles	$1.72M	+$150K	3	6.94%	Increased
2107	LA Linden Advisors New York	$1.71M	+$1.52M	1	0.29%	Increased
2108	Savant Capital Rockford, Illinois	$1.71M	-$6.99K	4	0.93%	Reduced
2109	Gradient Investments Arden Hills, Minnesota	$1.71M	+$472K	8	0.54%	Increased
2110	CHAM Clear Harbor Asset Management Stamford, Connecticut	$1.71M	-$1.07M	5	0.46%	Reduced
2111	FIM Friedberg Investment Management Houston, Texas	$1.69M	-$3.11K	1	0.74%	Reduced
2112	NAM Needelman Asset Management Ladera Ranch, California	$1.69M	$0	2	6.07%	Maintained
2113	AAIM American Assets Investment Management San Diego, California	$1.69M	-$327K	2	0.6%	Reduced
2114	Altimeter Capital Management Boston, Massachusetts	$1.68M	$0	1	0.22%	Maintained
2115	FHC First Heartland Consultants Lake St. Louis, Missouri	$1.68M	+$625K	4	1.02%	Increased
2116	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$1.67M	-$254	3	3.07%	Reduced
2117	ANBTV American National Bank & Trust (Virginia) Danville, Virginia	$1.66M	+$66.6K	3	0.89%	Increased
2118	GAM Goldentree Asset Management New York	$1.66M	-$2.24M	1	0.5%	Reduced
2119	W.H. Reaves & Co Jersey City, New Jersey	$1.65M	-$45.4M	1	0.05%	Reduced
2120	CCA Cobblestone Capital Advisors Rochester, New York	$1.65M	-$33K	3	0.34%	Reduced
2121	I2I Insight 2811 Inc Chicago, Illinois	$1.64M	-$564K	2	0.82%	Reduced
2122	KC Kingfisher Capital Charlotte, North Carolina	$1.64M	+$9.9K	2	0.84%	Increased
2123	SAM Strategy Asset Managers Pasadena, California	$1.63M	+$140K	3	0.38%	Increased
2124	WA WESPAC Advisors Orinda, California	$1.62M	-$803K	2	1.89%	Reduced
2125	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$1.61M	+$1.11M	4	0.28%	Increased