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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	AC Addison Capital Conshohocken, Pennsylvania	$2.56M	-$13.6K	2	2.24%	Reduced
2352	HCM Hilton Capital Management Garden City, New York	$2.56M	+$2.31M	2	0.63%	New
2353	EDRAML Edmond de Rothschild Asset Management (Luxembourg) Luxembourg	$2.56M	+$2.05M	2	2.69%	Increased
2354	KSA Ken Stern & Associates San Diego, California	$2.55M	-$6.8K	5	1.76%	Reduced
2355	SC Schulhoff & Co Cincinnati, Ohio	$2.55M	+$22.2K	2	1.57%	Increased
2356	WA Winfield Associates Cleveland, Ohio	$2.55M	+$39K	19	1.6%	Increased
2357	CP Camelot Portfolios Maumee, Ohio	$2.54M	-$144K	3	1.36%	Reduced
2358	FWC First Washington Corp Seattle, Washington	$2.54M	$0	1	1.42%	Maintained
2359	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$2.53M	+$888K	34	2.13%	Increased
2360	PTCG Pring Turner Capital Group Alamo, California	$2.5M	-$20.2K	1	3.01%	Reduced
2361	HCM Herndon Capital Management Atlanta, Georgia	$2.48M	-$4.05M	20	0.12%	Reduced
2362	TWA Tillar-Wenstrup Advisors Centerville, Ohio	$2.48M	-$76.3K	1	2.27%	Reduced
2363	TMC Trellus Management Company Delray Beach, Florida	$2.48M	+$447K	2	3.58%	Increased
2364	GWM Graybill Wealth Management Elmhurst, Illinois	$2.48M	+$5.39K	1	2.3%	Increased
2365	NEAM New England Asset Management Farmington, Connecticut	$2.47M	+$610K	5	0.09%	Increased
2366	PFC Poplar Forest Capital Pasadena, California	$2.43M	$0	1	0.21%	Maintained
2367	BPCA Bank Pictet & Cie (Asia) Singapore	$2.43M	-$46.4K	1	1.41%	Reduced
2368	JWBC J.W. Burns & Co Dewitt, New York	$2.42M	+$184K	4	0.75%	Increased
2369	AC Apertura Capital Dallas, Texas	$2.42M	+$2.23M	1	0.81%	New
2370	PWPCM Perella Weinberg Partners Capital Management New York	$2.42M	+$2.16M	2	0.7%	New
2371	NAM Needelman Asset Management Ladera Ranch, California	$2.41M	-$254K	2	7.24%	Reduced
2372	Annex Advisory Services Brookfield, Wisconsin	$2.4M	-$26.1K	3	0.62%	Reduced
2373	AGI Athena Global Investors Reston, Virginia	$2.4M	-$1.73M	2	6.23%	Reduced
2374	SIC Shoker Investment Counsel Oxford, Ohio	$2.4M	+$94.1K	3	2.04%	Increased
2375	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$2.39M	+$518K	9	1.78%	Increased