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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	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$4.35M	-$445K	4	4.39%	Reduced
2102	FCCM First City Capital Management Savannah, Georgia	$4.35M	+$356K	4	3.32%	Increased
2103	Inverness Counsel New York	$4.34M	-$13.6K	3	0.34%	Reduced
2104	PIA Pleiad Investment Advisors Hong Kong	$4.34M	-$5.72M	1	100%	Reduced
2105	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$4.32M	+$967K	7	2.79%	Increased
2106	Advent Capital Management New York	$4.32M	+$3.85M	3	0.06%	Increased
2107	Orrstown Financial Services Harrisburg, Pennsylvania	$4.32M	-$157K	8	4.54%	Reduced
2108	Southeast Asset Advisors Thomasville, Georgia	$4.3M	+$30K	2	1.44%	Increased
2109	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$4.3M	+$655K	6	0.49%	Increased
2110	Roundview Capital Princeton, New Jersey	$4.28M	+$1.23M	4	1.51%	Increased
2111	Rational Advisors Huntington, New York	$4.27M	+$1.22M	6	2.81%	Increased
2112	HC Hendley & Co Zanesville, Ohio	$4.26M	-$455K	2	2.69%	Reduced
2113	PFA Paradigm Financial Advisors Des Peres, Missouri	$4.24M	-$2.01M	3	2.54%	Reduced
2114	MC Marcus Capital Northbrook, Illinois	$4.23M	+$108K	2	4.07%	Increased
2115	AAM Autus Asset Management Scottsdale, Arizona	$4.22M	-$356K	3	0.95%	Reduced
2116	MCA Mercer Capital Advisers Little Silver, New Jersey	$4.21M	+$112K	7	3.38%	Increased
2117	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$4.21M	-$77.6K	8	3.84%	Reduced
2118	Archford Capital Strategies Swansea, Illinois	$4.21M	+$903K	20	1.73%	Increased
2119	GI Glovista Investments Jersey City, New Jersey	$4.21M	-$4.41M	1	0.81%	Reduced
2120	Bristlecone Advisors Bellevue, Washington	$4.2M	+$1.42M	5	1.51%	Increased
2121	Peak Asset Management Louisville, Colorado	$4.19M	+$13.1K	4	1.76%	Increased
2122	Van Cleef Asset Management Beachwood, Ohio	$4.18M	-$26.9K	4	1.39%	Reduced
2123	PC Palo Capital Newport Beach, California	$4.18M	-$4.86M	4	2.9%	Reduced
2124	MCM Moon Capital Management New York	$4.18M	+$2.2M	2	1.58%	Increased
2125	CS Credential Securities Vancouver,	$4.17M	+$478K	11	1.89%	Increased