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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	BMM Buffington Mohr McNeal Boise, Idaho	$3.04M	+$161K	3	1.75%	Increased
2327	MFWM Motley Fool Wealth Management Alexandria, Virginia	$3.03M	+$2.87M	3	1.78%	New
2328	CCM Carderock Capital Management Chevy Chase, Maryland	$3.03M	+$88.4K	2	1.49%	Increased
2329	Hillsdale Investment Management Toronto, Ontario, Canada	$3.03M	-$463K	17	0.78%	Reduced
2330	FC Fayerweather Charles	$3.02M	-$6.86K	4	10.26%	Reduced
2331	Hilltop Holdings Dallas, Texas	$3.02M	+$572K	5	1.04%	Increased
2332	Menora Mivtachim Holdings Ramat Gan, Israel	$3.02M	+$308K	2	0.26%	Increased
2333	Archford Capital Strategies Swansea, Illinois	$3.02M	+$478K	20	2.22%	Increased
2334	Dynamic Advisor Solutions Phoenix, Arizona	$3.01M	-$2.01M	2	1.61%	Reduced
2335	Gibraltar Capital Management Tulsa, Oklahoma	$3M	+$2.88M	1	2.69%	New
2336	CASB Cape Ann Savings Bank Glocuster, Massachusetts	$3M	-$118K	4	4.32%	Reduced
2337	DWA Dorsey Wright & Associates Pasadena, California	$3M	+$1.78M	4	1.38%	Increased
2338	Koshinski Asset Management Decatur, Illinois	$3M	+$2.82M	5	1.7%	New
2339	Savant Capital Rockford, Illinois	$3M	+$436K	6	1.13%	Increased
2340	TSBJ Trevor, Stewart, Burton & Jacobsen New York	$2.99M	+$7.39M	1	2.38%	Increased
2341	IC IKOS CIF Limassol, Cyprus	$2.99M	+$57.6K	10	5.06%	Increased
2342	SCM Silver Capital Management New York	$2.98M	-$62.6K	1	3.23%	Reduced
2343	CL CFS LLC Oklahoma City, Oklahoma	$2.98M	-$1.46M	1	4.33%	Reduced
2344	ICM IMS Capital Management Portland, Oregon	$2.97M	+$610K	6	3.39%	Increased
2345	Portolan Capital Management Boston, Massachusetts	$2.94M	-$2.17M	1	0.59%	Reduced
2346	TDC Thompson Davis & Co Richmond, Virginia	$2.93M	-$669K	38	3.4%	Reduced
2347	BG Bollard Group Boston, Massachusetts	$2.93M	-$154K	6	0.26%	Reduced
2348	Zevenbergen Capital Investments Edmonds, Washington	$2.93M	+$1.82M	2	0.13%	Increased
2349	NCA NCM Capital Advisers Durham, North Carolina	$2.92M	+$160K	3	4.1%	Increased
2350	Accredited Investors Edina, Minnesota	$2.9M	-$100K	3	0.86%	Reduced