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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
2326	Arete Wealth Advisors Chicago, Illinois	$1.72M	+$1.6M	1	1.7%	New
2327	Kistler-Tiffany Companies Berwyn, Pennsylvania	$1.72M	+$3.44K	8	1.29%	Increased
2328	CCA Castle Creek Arbitrage Avon, Colorado	$1.72M	+$1.59M	1	0.08%	New
2329	AF Aldebaran Financial	$1.7M	+$1.55M	3	1.61%	New
2330	First Commonwealth Financial Corp Indiana, Pennsylvania	$1.69M	-$327K	2	1.9%	Reduced
2331	MAA Mraz Amerine & Associates Modesto, California	$1.67M	-$64.5K	4	0.75%	Reduced
2332	SH Scepter Holdings Fort Worth, Texas	$1.65M	+$1.56M	2	0.4%	New
2333	VNB Valley National Bancorp New York	$1.64M	+$1.54M	6	1.61%	New
2334	SignatureFD Atlanta, Georgia	$1.63M	+$59.6K	14	0.59%	Increased
2335	SAS Sarbit Advisory Services Winnipeg, Manitoba, Canada	$1.62M	+$115K	1	0.16%	Increased
2336	MCM McRae Capital Management Morristown, New Jersey	$1.62M	+$194K	3	0.83%	Increased
2337	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$1.62M	+$305K	3	1.2%	Increased
2338	GGPE Golden Gate Private Equity San Francisco, California	$1.61M	+$1.54M	1	0.69%	New
2339	Hudock Inc Williamsport, Pennsylvania	$1.61M	+$477K	8	1.36%	Increased
2340	VP Value Partners Hong Kong	$1.6M	+$1.2M	1	1.2%	New
2341	CMANY Capital Management Associates (New York) New York	$1.6M	+$168K	3	2.36%	Increased
2342	VST Van Strum & Towne San Francisco, California	$1.57M	$0	2	1.05%	Maintained
2343	WI Wedgewood Investors Erie, Pennsylvania	$1.57M	+$2.42K	2	1.76%	Increased
2344	American Capital Management New York	$1.56M	+$168K	1	0.19%	Increased
2345	Moneta Group Investment Advisors St Louis, Missouri	$1.56M	-$367K	3	0.94%	Reduced
2346	MG MDE Group Morristown, New Jersey	$1.54M	+$62.7K	3	0.26%	Increased
2347	Fiduciary Trust International Lincoln, Massachusetts	$1.54M	+$319K	2	0.43%	Increased
2348	BCM Beck Capital Management Austin, Texas	$1.53M	+$1.42M	4	1.23%	New
2349	TCM Texan Capital Management Houston, Texas	$1.52M	+$315K	2	0.78%	Increased
2350	Toth Financial Advisory Leesburg, Virginia	$1.51M	+$536K	2	0.64%	Increased