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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	JIP Jaffetilchin Investment Partners Tampa, Florida	$903K	+$443K	2	0.53%	Increased
2227	TMC Trellus Management Company Delray Beach, Florida	$900K	+$640K	1	1.14%	New
2228	LC Lubar & Co Milwaukee, Wisconsin	$892K	+$347K	2	0.83%	Increased
2229	WAM Westport Asset Management Southport, Connecticut	$889K	$0	2	0.23%	Maintained
2230	TFA Toth Financial Advisory Leesburg, Virginia	$872K	+$125K	1	0.41%	Increased
2231	FMA FNY Managed Accounts New York	$862K	+$832K	6	0.95%	Increased
2232	VF Virtu Financial New York	$861K	-$8.43M	3	0.08%	Reduced
2233	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$858K	+$574K	1	0.29%	Increased
2234	BEAM Baker Ellis Asset Management Vancouver, Washington	$856K	$0	3	0.32%	Maintained
2235	WCM Windsor Capital Management Phoenix, Arizona	$852K	+$114K	5	0.49%	Increased
2236	HCM Hutchinson Capital Management San Rafael, California	$844K	-$3.67K	3	0.27%	Reduced
2237	MCF Advisors Covington, Kentucky	$842K	+$92.2K	10	0.46%	Increased
2238	BC Barnett & Company Chattanooga, Tennessee	$840K	+$13.8K	1	0.43%	Increased
2239	MIM Montgomery Investment Management Rockville, Maryland	$840K	+$197K	2	0.46%	Increased
2240	KWMG King Wealth Management Group Naples, Florida	$819K	-$1.15K	1	0.53%	Reduced
2241	FA FCG Advisors Chatham, New Jersey	$810K	-$14.2K	2	0.58%	Reduced
2242	SNS Financial Group Minneapolis, Minnesota	$800K	+$412K	1	0.51%	Increased
2243	FUBT First United Bank & Trust Oakland, Maryland	$781K	+$16.6K	1	0.94%	Increased
2244	BMM Buffington Mohr McNeal Boise, Idaho	$776K	-$23.7K	1	0.49%	Reduced
2245	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$767K	$0	1	0.1%	Maintained
2246	HCM Harvest Capital Management Concord, New Hampshire	$767K	+$240K	2	0.47%	Increased
2247	KFA Kelleher Financial Advisors New York	$763K	+$76.7K	3	0.44%	Increased
2248	PHS Pekin Hardy Strauss Chicago, Illinois	$763K	+$19.3K	2	0.12%	Increased
2249	VOAM Vertex One Asset Management Vancouver, British Columbia, Canada	$756K	-$184K	1	0.1%	Reduced
2250	IAS INR Advisory Services Media, Pennsylvania	$752K	$0	1	0.2%	Maintained