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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	RIA Regal Investment Advisors Kentwood, Michigan	$2.09M	-$1.45M	16	0.74%	Reduced
2327	DMC Drexel Morgan & Co Radnor, Pennsylvania	$2.08M	-$87.2K	3	2.51%	Reduced
2328	CFA Capstone Financial Advisors Downers Grove, Illinois	$2.08M	+$24.1K	2	1.45%	Increased
2329	IAS IMA Advisory Services Denver, Colorado	$2.06M	-$170K	2	0.94%	Reduced
2330	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$2.06M	-$533K	2	0.95%	Reduced
2331	BCA Benchmark Capital Advisors New York	$2.05M	-$3.64M	3	1.28%	Reduced
2332	AIC Aurora Investment Counsel Atlanta, Georgia	$2.04M	+$47.5K	1	1.29%	Increased
2333	EI EDMP Inc Lutz, Florida	$2.04M	-$3.45K	2	1.92%	Reduced
2334	CIBC World Markets New York	$2.04M	+$1.96M	1	0.84%	New
2335	TCM Tradewinds Capital Management Bellingham, Washington	$2.03M	-$114K	14	1.54%	Reduced
2336	ODCM Old Dominion Capital Management Charlottesville, Virginia	$2.02M	-$62.2K	2	1.93%	Reduced
2337	CCM Connective Capital Management Palo Alto, California	$2.02M	-$7.57M	1	3.53%	Reduced
2338	MAA Mraz Amerine & Associates Modesto, California	$1.97M	-$6.59K	4	0.76%	Reduced
2339	WI Wedgewood Investors Erie, Pennsylvania	$1.97M	+$14.1K	3	2.03%	Increased
2340	FWSM First Wilshire Securities Management Pasadena, California	$1.96M	-$38.5K	1	0.3%	Reduced
2341	NFG Next Financial Group Houston, Texas	$1.96M	+$1.78M	20	1.02%	New
2342	WMC Westwood Management Corporation Chicago, Illinois	$1.96M	$0	2	0.33%	Maintained
2343	Lincoln National Corp Radnor, Pennsylvania	$1.96M	+$90.1K	2	0.2%	Increased
2344	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$1.96M	+$172K	3	1.19%	Increased
2345	HCM Hengehold Capital Management Cincinnati, Ohio	$1.93M	+$20.1K	1	0.65%	Increased
2346	Menora Mivtachim Holdings Ramat Gan, Israel	$1.93M	+$240K	2	0.15%	Increased
2347	CIM Contrarius Investment Management St. Helier, Jersey	$1.92M	-$24.8M	1	0.14%	Reduced
2348	VST Van Strum & Towne San Francisco, California	$1.91M	+$189K	3	1.24%	Increased
2349	TCM Texan Capital Management Houston, Texas	$1.9M	+$47.6K	2	0.82%	Increased
2350	I2I Insight 2811 Inc Chicago, Illinois	$1.9M	+$176K	2	0.79%	Increased