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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
2276	JWBC J.W. Burns & Co Dewitt, New York	$2.44M	+$4.45K	4	0.83%	Increased
2277	B Bellecapital Zurich, Switzerland	$2.43M	-$2.48M	2	2.84%	Reduced
2278	FAM Formidable Asset Management Cincinnati, Ohio	$2.43M	-$630K	10	1.61%	Reduced
2279	FA Fagan Associates Troy, New York	$2.42M	+$531K	4	1.99%	Increased
2280	NCA NCM Capital Advisers Durham, North Carolina	$2.42M	-$118K	3	3.64%	Reduced
2281	RIA Regal Investment Advisors Kentwood, Michigan	$2.41M	+$330K	15	0.73%	Increased
2282	PAM Peninsula Asset Management Bradenton, Florida	$2.41M	+$9.98K	1	2.01%	Increased
2283	GCM Glynn Capital Management Menlo Park, California	$2.4M	$0	2	0.84%	Maintained
2284	CC Colrain Capital Boston, Massachusetts	$2.39M	-$463K	4	0.18%	Reduced
2285	QC QCM Cayman Houston, Texas	$2.38M	+$1.09M	7	0.55%	Increased
2286	Savant Capital Rockford, Illinois	$2.37M	-$884	5	1.01%	Reduced
2287	Lincoln National Corp Radnor, Pennsylvania	$2.35M	+$190K	2	0.22%	Increased
2288	ACS Archford Capital Strategies Swansea, Illinois	$2.34M	+$653K	20	1.86%	Increased
2289	QCM Quadrant Capital Management Fairfield, New Jersey	$2.34M	+$88K	1	2.24%	Increased
2290	WCM Westend Capital Management Sausalito, California	$2.33M	+$2.56M	2	2.54%	New
2291	SC Schulhoff & Co Cincinnati, Ohio	$2.33M	-$7.61K	2	1.45%	Reduced
2292	FCFC First Commonwealth Financial Corp Indiana, Pennsylvania	$2.32M	+$69.2K	3	2.53%	Increased
2293	HH Hilltop Holdings Dallas, Texas	$2.32M	+$550K	4	1.06%	Increased
2294	LFR Lehman Financial Resources Media, Pennsylvania	$2.29M	-$3.47M	9	1.2%	Reduced
2295	KS Karpas Strategies Litchfield, Connecticut	$2.29M	$0	1	1.14%	Maintained
2296	CL CPWM LLC Seattle, Washington	$2.26M	+$298K	3	0.82%	Increased
2297	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$2.25M	+$241K	2	1.04%	Increased
2298	UAS United Asset Strategies Garden City, New York	$2.24M	-$4.56M	1	1.01%	Reduced
2299	PCM Perkins Capital Management Wayzata, Minnesota	$2.24M	-$576K	6	1.89%	Reduced
2300	Buckingham Strategic Wealth Clayton, Missouri	$2.23M	-$174K	5	0.92%	Reduced