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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	GA GFS Advisors Houston, Texas	$4.6M	-$895K	2	1.04%	Reduced
2277	FC Forte Capital Rochester, New York	$4.58M	+$74.7K	7	1.47%	Increased
2278	BOC Barbara Oil Co Chicago, Illinois	$4.57M	$0	3	3.16%	Maintained
2279	KAS Kemnay Advisory Services New York	$4.57M	+$3.7M	1	1.97%	Increased
2280	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$4.54M	-$322K	4	2.25%	Reduced
2281	Advent Capital Management New York	$4.52M	-$588K	6	0.09%	Reduced
2282	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$4.51M	+$349K	1	1.22%	Increased
2283	Savant Capital Rockford, Illinois	$4.5M	+$136K	8	1.01%	Increased
2284	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$4.49M	$0	5	0.47%	Maintained
2285	MGAM McGowan Group Asset Management Dallas, Texas	$4.46M	+$260K	2	0.87%	Increased
2286	MCA Mercer Capital Advisers Little Silver, New Jersey	$4.46M	-$44.1K	6	3.31%	Reduced
2287	Accredited Investors Edina, Minnesota	$4.45M	+$1.86M	4	1.23%	Increased
2288	VC Vicus Capital State College, Pennsylvania	$4.44M	-$267K	6	0.86%	Reduced
2289	GPCM Greenbrier Partners Capital Management Dallas, Texas	$4.43M	$0	1	0.89%	Maintained
2290	Valeo Financial Advisors Carmel, Indiana	$4.42M	+$4.28M	34	1%	New
2291	PVWM Point View Wealth Management Summit, New Jersey	$4.42M	+$472K	5	2.12%	Increased
2292	SHCM Stokes & Hubbell Capital Management New Orleans, Louisiana	$4.42M	+$1.37M	2	1.14%	Increased
2293	BLAM Bourne Lent Asset Management Pawling, New York	$4.41M	+$300K	4	2.26%	Increased
2294	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$4.39M	-$251K	3	2.96%	Reduced
2295	AF Alerus Financial Grand Forks, North Dakota	$4.37M	-$139K	2	0.64%	Reduced
2296	CC Cadinha & Co Honolulu, Hawaii	$4.37M	+$120K	3	0.74%	Increased
2297	NSB Norway Savings Bank Portland, Maine	$4.36M	-$177K	8	4.18%	Reduced
2298	TIA Tiemann Investment Advisors Menlo Park, California	$4.33M	+$221K	7	3.66%	Increased
2299	FPS Fieldpoint Private Securities Greenwich, Connecticut	$4.31M	+$2.89M	20	1.86%	Increased
2300	OC Oarsman Capital Milwaukee, Wisconsin	$4.3M	+$256K	4	1.82%	Increased