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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
2351	AP Advisors Preferred Rockville, Maryland	$1.49M	+$1.4M	8	0.82%	New
2352	Lincoln National Corp Radnor, Pennsylvania	$1.49M	+$1.4M	2	0.22%	New
2353	SC Schulhoff & Co Cincinnati, Ohio	$1.47M	+$141K	2	1.01%	Increased
2354	PM Parametrica Management Wanchai, Hong Kong	$1.47M	+$1.19M	6	4.06%	Increased
2355	HH Hilltop Holdings Dallas, Texas	$1.46M	-$80.8K	3	0.75%	Reduced
2356	AGM Alpine Global Management New York	$1.45M	+$1.34M	1	2.35%	New
2357	MC Menta Capital San Francisco, California	$1.45M	+$914K	4	0.6%	Increased
2358	IMS Index Management Solutions Philadelphia, Pennsylvania	$1.44M	-$275K	17	0.36%	Reduced
2359	DSM Capital Partners Palm Beach Gardens, Florida	$1.42M	+$175K	1	0.03%	Increased
2360	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$1.42M	-$12.1M	1	0.03%	Reduced
2361	EWP Edmunds White Partners Richmond, Virginia	$1.4M	+$1.19M	2	1.93%	Increased
2362	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$1.4M	$0	1	1%	Maintained
2363	BBNB Baker Boyer National Bank Walla Walla, Washington	$1.4M	+$1.3M	2	2.7%	New
2364	GF Gerry Farber New York	$1.38M	-$309K	1	1.37%	Reduced
2365	BMC Benin Management Corp Wilton, Connecticut	$1.38M	+$330K	4	0.86%	Increased
2366	LWM LBA Wealth Management Jacksonville, Florida	$1.37M	+$1.28M	8	1.13%	New
2367	IFS Ifrah Financial Services Little Rock, Arkansas	$1.36M	+$215K	3	0.55%	Increased
2368	IOOF Independent Order of Foresters Toronto, Ontario, Canada	$1.35M	-$191K	2	1.34%	Reduced
2369	BS Bessemer Securities New York	$1.33M	+$1.31M	1	0.79%	New
2370	VNA VNBTrust National Association Charlottesville, Virginia	$1.32M	-$6.44K	4	0.63%	Reduced
2371	EM Excalibur Management Waltham, Massachusetts	$1.32M	-$204K	2	1.44%	Reduced
2372	SC Sophrosyne Capital New York	$1.31M	-$574K	1	1.15%	Reduced
2373	Cannell & Spears New York	$1.31M	-$2.42K	2	0.16%	Reduced
2374	Flow Traders U.S. New York	$1.31M	-$2.22M	1	0.15%	Reduced
2375	Northeast Financial Consultants Westport, Connecticut	$1.31M	+$1.2M	3	0.88%	New