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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
2201	WHI William Harris Investors Chicago, Illinois	$1.05M	-$6.05M	3	0.33%	Reduced
2202	FTI Fiduciary Trust International Lincoln, Massachusetts	$1.04M	+$436K	2	0.35%	Increased
2203	WSC Wellington Shields & Co New York	$1.03M	+$382K	3	0.82%	Increased
2204	IFS Ifrah Financial Services Little Rock, Arkansas	$1.03M	-$4.33K	2	0.5%	Reduced
2205	OP Omni Partners London, United Kingdom	$1.03M	+$955K	1	5.28%	New
2206	MC Miles Capital West Des Moines, Iowa	$1.03M	-$1.1M	1	0.59%	Reduced
2207	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$1.03M	+$90.3K	3	0.15%	Increased
2208	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$1.03M	-$3.11K	4	2.98%	Reduced
2209	CO Caldwell & Orkin Norcross, Georgia	$1.02M	-$8.41M	1	0.6%	Reduced
2210	GA GFS Advisors Houston, Texas	$1.01M	+$12.9K	2	0.54%	Increased
2211	MBT Montecito Bank & Trust Santa Barbara, California	$1.01M	+$1.58K	3	0.68%	Increased
2212	PCM Perkins Capital Management Wayzata, Minnesota	$1M	+$123K	3	0.72%	Increased
2213	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$989K	+$596K	3	0.46%	Increased
2214	JCP Jabre Capital Partners Geneva, Switzerland	$986K	-$5.92M	1	0.11%	Reduced
2215	Horizon Investments Charlotte, North Carolina	$977K	-$12.2M	1	0.23%	Reduced
2216	PC Passport Capital San Francisco, California	$977K	-$5.21M	2	0.03%	Reduced
2217	BMC Benin Management Corp Wilton, Connecticut	$961K	-$2.82M	2	0.59%	Reduced
2218	HCM Highlander Capital Management Short Hills, New Jersey	$956K	-$120K	6	0.96%	Reduced
2219	CCG Chatham Capital Group Savannah, Georgia	$955K	-$363K	2	0.43%	Reduced
2220	LGC Laurel Grove Capital Los Angeles, California	$955K	-$11.6K	2	0.63%	Reduced
2221	HI Hudock Inc Williamsport, Pennsylvania	$940K	-$7.49K	7	0.91%	Reduced
2222	LFR Lehman Financial Resources Media, Pennsylvania	$933K	+$265K	11	0.6%	Increased
2223	CA Corrado Advisors Ramsey, New Jersey	$930K	+$805K	3	0.49%	New
2224	NCGI Next Century Growth Investors Plymouth, Minnesota	$927K	+$712K	2	0.03%	Increased
2225	AWS Aris Wealth Services State College, Pennsylvania	$918K	+$526K	2	1.68%	Increased