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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	CI CAZ Investments Houston, Texas	$2.59M	+$1.22M	3	1.35%	Increased
2327	PAM Peninsula Asset Management Bradenton, Florida	$2.58M	-$11.3K	1	2.12%	Reduced
2328	SSCM Summit Street Capital Management New York	$2.57M	-$17.9K	1	2.47%	Reduced
2329	TAM Telemark Asset Management Boston, Massachusetts	$2.57M	+$2.59M	1	0.68%	New
2330	NI Nepsis Inc Minneapolis, Minnesota	$2.56M	+$300K	1	1.72%	Increased
2331	SAM SignalPoint Asset Management Springfield, Missouri	$2.55M	$0	4	1.06%	Maintained
2332	UFG United Fire Group Cedar Rapids, Iowa	$2.54M	$0	3	1.06%	Maintained
2333	ADMI Albert D. Mason Inc Boston, Massachusetts	$2.54M	-$8.69M	2	1.37%	Reduced
2334	MMPW Mitchell McLeod Pugh & Williams Mobile, Alabama	$2.52M	+$103K	7	2.32%	Increased
2335	AT Argent Trust San Antonio, Texas	$2.51M	-$2.97M	2	2.46%	Reduced
2336	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$2.5M	+$880K	3	0.32%	Increased
2337	BGA Belmont Global Advisors Dallas, Texas	$2.5M	-$701K	4	2.78%	Reduced
2338	ACS Archford Capital Strategies Swansea, Illinois	$2.5M	-$605K	19	1.78%	Reduced
2339	AC Addison Capital Conshohocken, Pennsylvania	$2.5M	-$9.07K	2	2.28%	Reduced
2340	MCWS McKinley Carter Wealth Services Wheeling, West Virginia	$2.49M	+$150K	2	1.35%	Increased
2341	ANB Amarillo National Bank Amarillo, Texas	$2.48M	+$100K	4	1.61%	Increased
2342	KS Karpas Strategies Litchfield, Connecticut	$2.47M	$0	1	1.23%	Maintained
2343	SLF Sun Life Financial Toronto, Ontario, Canada	$2.46M	$0	1	0.26%	Maintained
2344	TIA Tiemann Investment Advisors Menlo Park, California	$2.46M	+$22.5K	4	2.52%	Increased
2345	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$2.44M	-$5.85K	2	2.36%	Reduced
2346	NG Northstar Group New York	$2.44M	+$29K	3	1.86%	Increased
2347	BHA Beech Hill Advisors New York	$2.42M	+$452K	3	1.24%	Increased
2348	EDRE Edmond de Rothschild (Europe) Luxembourg	$2.42M	+$2.63M	8	0.78%	New
2349	SignatureFD Atlanta, Georgia	$2.42M	+$321K	26	0.52%	Increased
2350	RCM Reynolds Capital Management Las Vegas, Nevada	$2.39M	-$629K	6	2.34%	Reduced