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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	1CM 1492 Capital Management Milwaukee, Wisconsin	$2.96M	+$1.54M	4	1.87%	Increased
2277	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$2.95M	+$19.4K	24	1.75%	Increased
2278	PH Pinnacle Holdings Tulsa, Oklahoma	$2.95M	-$56.8K	2	1.08%	Reduced
2279	CRIG Charter Research & Investment Group Southport, Connecticut	$2.91M	+$70.9K	2	3.23%	Increased
2280	HPBT High Point Bank & Trust High Point, North Carolina	$2.91M	-$94K	10	0.86%	Reduced
2281	EEG E.E. Geduld	$2.9M	+$954K	7	1.8%	Increased
2282	BFIM Beese Fulmer Investment Management Canton, Ohio	$2.9M	+$22.9K	2	0.93%	Increased
2283	BFG Beacon Financial Group Dallas, Texas	$2.89M	+$156K	5	0.63%	Increased
2284	IT Investors Trust Dallas, Texas	$2.89M	$0	3	9.04%	Maintained
2285	JIC Joel Isaacson & Co New York	$2.89M	-$50.5K	17	0.74%	Reduced
2286	NAM NTV Asset Management Charleston, West Virginia	$2.89M	-$12.5K	3	0.85%	Reduced
2287	IRS Invictus RG (Singapore) Singapore	$2.87M	-$1.78M	19	2.68%	Reduced
2288	HCM Hall Capital Management Barrington, Rhode Island	$2.87M	-$163K	2	3.26%	Reduced
2289	FAM Fortaleza Asset Management Chicago, Illinois	$2.87M	-$571K	5	1.73%	Reduced
2290	KAM Kazazian Asset Management Fort Lauderdale, Florida	$2.87M	+$1.56M	3	2.83%	Increased
2291	QCI Quaker Capital Investments Mount Lebanon, Pennsylvania	$2.85M	$0	1	1.8%	Maintained
2292	CAM Chesapeake Asset Management New York	$2.85M	$0	4	2.09%	Maintained
2293	Accredited Investors Edina, Minnesota	$2.85M	+$2.11K	3	0.75%	Increased
2294	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$2.84M	+$2.89M	7	1.76%	Increased
2295	LOGI Long Oar Global Investors New York	$2.81M	+$2.91M	1	5.35%	New
2296	MHS M Holdings Securities Portland, Oregon	$2.81M	+$114K	6	1.88%	Increased
2297	AGC Angelo Gordon & Co New York	$2.81M	+$2.95M	1	0.16%	New
2298	TIA Trust Investment Advisors Indianapolis, Indiana	$2.81M	+$41.7K	3	2.85%	Increased
2299	PWMAG Pinnacle Wealth Management Advisory Group Red Bank, New Jersey	$2.79M	-$231K	3	2.59%	Reduced
2300	Koshinski Asset Management Decatur, Illinois	$2.77M	+$223K	5	1.75%	Increased