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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
2251	NL NWAM LLC Mercer Island, Washington	$3.14M	-$244K	5	1.31%	Reduced
2252	RAM Ramsey Asset Management Reston, Virginia	$3.12M	$0	2	4.01%	Maintained
2253	NCA NCM Capital Advisers Durham, North Carolina	$3.1M	-$460K	2	4.14%	Reduced
2254	KSA Ken Stern & Associates San Diego, California	$3.09M	+$133K	5	2.24%	Increased
2255	MBT Monroe Bank & Trust Monroe, Michigan	$3.06M	-$296K	6	1.04%	Reduced
2256	FPTW Franklin, Parlapiano, Turner & Welch Houston, Texas	$3.05M	+$74.3K	1	2.02%	Increased
2257	AIS AlphaOne Investment Services West Chester, Pennsylvania	$3.05M	-$3.15M	5	1.07%	Reduced
2258	MC Middleton & Co Boston, Massachusetts	$3.04M	-$267K	4	0.66%	Reduced
2259	RCM Riverpark Capital Management New York	$3.04M	$0	1	1.87%	Maintained
2260	Picton Mahoney Asset Management Toronto, Ontario, Canada	$3.03M	-$3.82M	6	0.15%	Reduced
2261	POA Pergamon Offshore Advisors New York	$3.03M	+$430K	4	3.2%	Increased
2262	Global X Management Company New York	$3.03M	-$5.59M	24	0.17%	Reduced
2263	GCG Giovine Capital Group Santa Monica, California	$3.02M	-$193K	1	2.14%	Reduced
2264	SP Steelhead Partners Seattle, Washington	$3.01M	-$13.4M	2	0.3%	Reduced
2265	Sequoia Financial Advisors Akron, Ohio	$3M	-$59.7K	3	1.27%	Reduced
2266	CFMC Curbstone Financial Management Corp Manchester, New Hampshire	$3M	+$62.7K	4	1.99%	Increased
2267	FA FMA Advisory Harrisburg, Pennsylvania	$3M	+$3.06M	13	1.87%	New
2268	RT Rockland Trust Hanover, Massachusetts	$2.99M	-$16.9K	5	0.59%	Reduced
2269	FCCM First City Capital Management Savannah, Georgia	$2.99M	+$106K	9	2.08%	Increased
2270	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$2.99M	-$1.98M	5	2.96%	Reduced
2271	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$2.99M	+$204K	6	0.68%	Increased
2272	JFA JNBA Financial Advisors Bloomington, Minnesota	$2.99M	-$54.7K	11	1.13%	Reduced
2273	KT Kanaly Trust Houston, Texas	$2.99M	+$807K	21	0.59%	Increased
2274	CFN Cordasco Financial Network Naples, Florida	$2.98M	-$541K	6	2.34%	Reduced
2275	SIA SeaBridge Investment Advisors Summit, New Jersey	$2.97M	-$1.89M	4	0.61%	Reduced