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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
2226	Massachusetts Mutual Life Insurance Springfield, Massachusetts	$802K	+$797K	1	3.26%	New
2227	FA FCG Advisors Chatham, New Jersey	$797K	+$786K	2	0.65%	New
2228	IAS INR Advisory Services Media, Pennsylvania	$794K	+$774K	1	0.22%	New
2229	BEAM Baker Ellis Asset Management Vancouver, Washington	$785K	+$793K	3	0.31%	New
2230	JA JLB & Associates Plymouth, Michigan	$771K	+$752K	1	0.35%	New
2231	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$764K	+$744K	1	0.31%	New
2232	RA Riverside Advisors Atlanta, Georgia	$764K	+$745K	1	5.21%	New
2233	DSM Capital Partners Palm Beach Gardens, Florida	$761K	+$740K	1	0.02%	New
2234	CL CPWM LLC Seattle, Washington	$750K	+$731K	1	0.31%	New
2235	DIP DT Investment Partners Chadds Ford, Pennsylvania	$746K	+$727K	2	0.35%	New
2236	PHS Pekin Hardy Strauss Chicago, Illinois	$741K	+$727K	2	0.13%	New
2237	MCF Advisors Covington, Kentucky	$736K	+$612K	10	0.44%	New
2238	EML Eos Management LP New York	$732K	+$713K	1	0.38%	New
2239	DA DSC Advisors Chicago, Illinois	$728K	+$581K	1	0.48%	New
2240	PWM ParenteBeard Wealth Management York, Pennsylvania	$727K	+$722K	2	0.33%	New
2241	SR Sloane Robinson London, United Kingdom	$711K	+$715K	1	0.95%	New
2242	TFA Toth Financial Advisory Leesburg, Virginia	$709K	+$685K	1	0.35%	New
2243	CHJWM Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas	$702K	+$690K	2	1.12%	New
2244	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$702K	+$698K	1	0.1%	New
2245	SFS Signator Financial Services Boston, Massachusetts	$699K	+$727K	4	0.75%	New
2246	WCM Windsor Capital Management Phoenix, Arizona	$698K	+$685K	5	0.42%	New
2247	LFR Lehman Financial Resources Media, Pennsylvania	$691K	+$679K	10	0.47%	New
2248	MSTVIM Messner & Smith Theme Value Investment Management San Diego, California	$688K	+$719K	1	1.59%	New
2249	HCM Horrell Capital Management Little Rock, Arkansas	$686K	+$675K	6	0.39%	New
2250	IUAM Itau USA Asset Management New York	$684K	+$706K	2	0.17%	New