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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	GVT Genesee Valley Trust Pittsford, New York	$4.09M	-$871K	9	1.67%	Reduced
2327	FUBT First United Bank & Trust Oakland, Maryland	$4.09M	+$57.4K	4	2.74%	Increased
2328	MKP Capital Management New York	$4.09M	+$1.98M	1	0.51%	Increased
2329	SCP Sandhill Capital Partners Buffalo, New York	$4.08M	-$10.3K	2	0.8%	Reduced
2330	RT Rockland Trust Hanover, Massachusetts	$4.08M	+$93.7K	5	0.61%	Increased
2331	CFA Camarda Financial Advisors Fleming Island, Florida	$4.07M	-$525K	5	4.38%	Reduced
2332	SAA Southeast Asset Advisors Thomasville, Georgia	$4.06M	-$258K	1	1.28%	Reduced
2333	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$4.04M	+$250K	27	2%	Increased
2334	AB Atlas Brown Louisville, Kentucky	$4.03M	+$204K	5	0.86%	Increased
2335	ECM Elgethun Capital Management Sioux Falls, South Dakota	$4.02M	+$98K	2	2.95%	Increased
2336	HI Handelsinvest Investeringsforvaltning Herning, Denmark	$4.01M	$0	3	0.94%	Maintained
2337	CMANY Capital Management Associates (New York) New York	$4M	-$499K	7	5.7%	Reduced
2338	CL CIM LLC Albany, New York	$3.98M	+$249K	6	1.65%	Increased
2339	ANRF Adams Natural Resources Fund Baltimore, Maryland	$3.98M	$0	1	0.62%	Maintained
2340	BCA Bray Capital Advisors Naples, Florida	$3.97M	-$10.4K	6	2.1%	Reduced
2341	SMC Smith, Moore & Co Clayton, Missouri	$3.97M	+$1.24M	6	1.13%	Increased
2342	FWC First Washington Corp Seattle, Washington	$3.96M	-$2.17M	2	1.97%	Reduced
2343	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$3.96M	+$19.5K	20	1.72%	Increased
2344	LCM Liberty Capital Management Birmingham, Michigan	$3.94M	+$241K	7	2.16%	Increased
2345	TA TRB Advisors New York	$3.93M	+$3.16M	1	2.91%	New
2346	BIC Bridges Investment Counsel Omaha, Nebraska	$3.92M	-$5.4M	3	2.18%	Reduced
2347	TSWM Triangle Securities Wealth Management Raleigh, North Carolina	$3.9M	+$163K	6	2.32%	Increased
2348	MFW Mosaic Family Wealth St. Louis, Missouri	$3.9M	+$500K	28	1.51%	Increased
2349	FM Family Management New York	$3.89M	+$3.63M	1	2.67%	New
2350	ACM Alethea Capital Management Mercer Island, Washington	$3.89M	-$591K	2	4.57%	Reduced