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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
2301	Cobblestone Capital Advisors Rochester, New York	$1.89M	+$9.8K	3	0.36%	Increased
2302	PWM ParenteBeard Wealth Management York, Pennsylvania	$1.89M	+$1.52M	1	0.74%	Increased
2303	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$1.88M	+$25.7K	3	3.16%	Increased
2304	AIM Aspen Investment Management Grand Rapids, Michigan	$1.88M	-$235K	3	1.25%	Reduced
2305	Altimeter Capital Management Boston, Massachusetts	$1.86M	$0	1	0.22%	Maintained
2306	1CM 1492 Capital Management Milwaukee, Wisconsin	$1.84M	+$1.24M	1	0.99%	New
2307	HCM Horrell Capital Management Little Rock, Arkansas	$1.84M	+$1.06M	7	0.91%	Increased
2308	TC TradeLink Capital Chicago, Illinois	$1.84M	+$276K	8	2.44%	Increased
2309	PCM Perkins Capital Management Wayzata, Minnesota	$1.82M	+$591K	4	1.23%	Increased
2310	MWVC Morgens Waterfall Vintiadis & Co New York	$1.8M	+$132K	1	1.24%	Increased
2311	W.H. Reaves & Co Jersey City, New Jersey	$1.8M	-$14.9K	1	0.06%	Reduced
2312	WKA Wilson Kemp & Associates Birmingham, Michigan	$1.8M	-$176K	2	3.46%	Reduced
2313	Consolidated Investment Group Englewood, Colorado	$1.8M	$0	1	1.09%	Maintained
2314	Plancorp LLC Saint Louis, Missouri	$1.8M	+$1.66M	5	1.58%	New
2315	First Heartland Consultants Lake St. Louis, Missouri	$1.79M	-$70.9K	5	1.01%	Reduced
2316	KC Kingfisher Capital Charlotte, North Carolina	$1.78M	-$33K	2	0.96%	Reduced
2317	SRF Silver Rock Financial Los Angeles, California	$1.78M	+$1.65M	1	0.29%	New
2318	Prospera Financial Services Dallas, Texas	$1.77M	+$257K	4	0.6%	Increased
2319	EI EDMP Inc Lutz, Florida	$1.76M	-$14.1K	2	1.56%	Reduced
2320	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$1.76M	-$26.7K	26	1.02%	Reduced
2321	OMERS Administration Corp Toronto, Ontario, Canada	$1.76M	-$2.11M	4	0.06%	Reduced
2322	MA Minerva Advisors Bala Cynwyd, Pennsylvania	$1.75M	$0	2	1.01%	Maintained
2323	Personal Capital Advisors Redwood City, California	$1.74M	+$2.03M	1	0.55%	New
2324	PVWM Point View Wealth Management Summit, New Jersey	$1.74M	+$1.64M	3	1.65%	New
2325	RIM Reliant Investment Management Memphis, Tennessee	$1.72M	+$1.56M	2	1.65%	New