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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	WA Wealth Architects Mountain View, California	$5.25M	+$106K	4	1.83%	Increased
2202	WI Wintrust Investments Chicago, Illinois	$5.25M	-$716K	4	1.33%	Reduced
2203	NMC Nine Masts Capital Central, Hong Kong	$5.23M	-$87.6M	2	0.78%	Reduced
2204	PTB Pioneer Trust Bank Salem, Oregon	$5.23M	-$508K	4	2.71%	Reduced
2205	HFBOT Home Federal Bank of Tennessee Knoxville, Tennessee	$5.21M	-$6.7K	3	2.67%	Reduced
2206	ACM Adalta Capital Management New York	$5.2M	-$86.4K	3	4.25%	Reduced
2207	PFS Physicians Financial Services Raleigh, North Carolina	$5.19M	-$17.6K	4	4.25%	Reduced
2208	AFNAS American Financial Network Advisory Services Calabasas, California	$5.19M	+$5.03M	28	2.23%	New
2209	NPT Nixon Peabody Trust Boston, Massachusetts	$5.18M	-$135K	4	4.71%	Reduced
2210	WC Whitnell & Co Oak Brook, Illinois	$5.18M	+$46.3K	6	2.26%	Increased
2211	HTI Hikari Tsushin Inc Tokyo, Japan	$5.18M	+$551K	1	1.52%	Increased
2212	SAM SignalPoint Asset Management Springfield, Missouri	$5.14M	+$1.94M	7	2.6%	Increased
2213	NDSI Newman Dignan & Sheerar Inc Providence, Rhode Island	$5.13M	-$177K	5	2.73%	Reduced
2214	BFIM Beese Fulmer Investment Management Canton, Ohio	$5.12M	+$956K	3	1.17%	Increased
2215	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$5.12M	+$185K	15	3.86%	Increased
2216	PAM Peak Asset Management Louisville, Colorado	$5.12M	+$49.9K	5	1.83%	Increased
2217	KLC Knowledge Leaders Capital Denver, Colorado	$5.11M	-$4.78M	2	2.49%	Reduced
2218	AC Apertura Capital Dallas, Texas	$5.1M	-$11.1M	1	0.96%	Reduced
2219	GAMC Garner Asset Management Corp Plano, Texas	$5.1M	+$399K	8	4.55%	Increased
2220	Hills Bank & Trust North Liberty, Iowa	$5.1M	+$301K	2	1.6%	Increased
2221	BKA Brick & Kyle Associates Newtown, Pennsylvania	$5.09M	-$808K	5	4.12%	Reduced
2222	YIA YHB Investment Advisors West Hartford, Connecticut	$5.09M	-$202K	6	0.91%	Reduced
2223	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$5.09M	-$213K	4	4.54%	Reduced
2224	NCM Neumann Capital Management Foster City, California	$5.09M	-$158K	2	3.15%	Reduced
2225	CAM Chou Associates Management Toronto, Ontario, Canada	$5.08M	-$2.49M	1	1.78%	Reduced