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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	CPP Crow Point Partners Boston, Massachusetts	$2.39M	-$92.4K	11	0.35%	Reduced
2352	HA Halsey Associates New Haven, Connecticut	$2.39M	-$440K	2	0.53%	Reduced
2353	MRM Michael R. Murphy	$2.39M	+$2.31M	1	0.75%	New
2354	RMAM Raab & Moskowitz Asset Management Chatham, New Jersey	$2.37M	-$277K	3	1.46%	Reduced
2355	FPFS First Personal Financial Services Charlotte, North Carolina	$2.37M	-$19.9K	13	1.42%	Reduced
2356	MIM Midwest Investment Management Cleveland, Ohio	$2.37M	-$26.3K	1	1.82%	Reduced
2357	RIA Regal Investment Advisors Kentwood, Michigan	$2.37M	-$204K	16	0.64%	Reduced
2358	SM Southport Management Wilson, Wyoming	$2.33M	$0	2	3%	Maintained
2359	Menora Mivtachim Holdings Ramat Gan, Israel	$2.33M	$0	1	0.18%	Maintained
2360	NorthRock Partners Minneapolis, Minnesota	$2.33M	-$70.8K	1	1.08%	Reduced
2361	AWS Aris Wealth Services State College, Pennsylvania	$2.32M	+$115K	16	2.12%	Increased
2362	BW Bison Wealth Atlanta, Georgia	$2.31M	-$162K	4	1.35%	Reduced
2363	CAM CMT Asset Management Chicago, Illinois	$2.31M	-$3.33M	3	0.14%	Reduced
2364	JWBC J.W. Burns & Co Dewitt, New York	$2.31M	-$20.1K	4	0.75%	Reduced
2365	MC Miles Capital West Des Moines, Iowa	$2.29M	-$811K	6	1.5%	Reduced
2366	AR Advisory Research Chicago, Illinois	$2.29M	-$998K	5	0.03%	Reduced
2367	DRW Securities Chicago, Illinois	$2.28M	+$2.41M	2	0.25%	New
2368	ICM IMS Capital Management Portland, Oregon	$2.28M	-$825K	3	2.71%	Reduced
2369	CIG Consolidated Investment Group Englewood, Colorado	$2.26M	+$528K	1	1.07%	Increased
2370	Cannell & Spears New York	$2.25M	+$788K	4	0.25%	Increased
2371	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$2.24M	+$78K	1	1.59%	Increased
2372	CCM Carderock Capital Management Chevy Chase, Maryland	$2.24M	-$649K	1	1.12%	Reduced
2373	CFA Cahill Financial Advisors Edina, Minnesota	$2.23M	-$95.4K	2	1.67%	Reduced
2374	MIM Miller Investment Management West Conshohocken, Pennsylvania	$2.22M	-$201K	2	0.83%	Reduced
2375	CMANY Capital Management Associates (New York) New York	$2.21M	-$241K	4	2.92%	Reduced