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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	LPIC LeJeune Puetz Investment Counsel Traverse City, Michigan	$3.05M	+$3.02M	3	2.34%	New
2352	FCFC First Commonwealth Financial Corp Indiana, Pennsylvania	$3.05M	+$1.43M	3	3.79%	Increased
2353	WCM Windsor Capital Management Phoenix, Arizona	$3.05M	+$85.7K	4	1.64%	Increased
2354	RIA Regal Investment Advisors Kentwood, Michigan	$3.04M	+$10.4K	4	0.84%	Increased
2355	TCM Texan Capital Management Houston, Texas	$3.04M	-$176K	1	1.42%	Reduced
2356	FNYS First New York Securities New York	$3.04M	-$354K	2	5.66%	Reduced
2357	IP Interval Partners New York	$3.04M	+$2.93M	1	0.18%	New
2358	PAM Peninsula Asset Management Bradenton, Florida	$3.03M	-$97.4K	1	2.46%	Reduced
2359	GLI Guardian Life Insurance New York	$3.03M	-$22.3M	17	0.45%	Reduced
2360	ECP Electron Capital Partners New York	$3.02M	+$2.86M	2	1.02%	Increased
2361	FUBT First United Bank & Trust Oakland, Maryland	$3.01M	+$153K	4	2.27%	Increased
2362	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$3M	+$77.1K	16	4.84%	Increased
2363	JPC Jackson Park Capital Alpine, Utah	$3M	-$806K	1	5.59%	Reduced
2364	RMAM Raab & Moskowitz Asset Management Chatham, New Jersey	$2.99M	+$69.2K	3	1.62%	Increased
2365	KHCM Kettle Hill Capital Management New York	$2.98M	+$3.04M	3	2.88%	New
2366	RQS Ramsey Quantitative Systems Louisville, Kentucky	$2.98M	+$1.13M	6	4.04%	Increased
2367	PWMAG Pinnacle Wealth Management Advisory Group Red Bank, New Jersey	$2.98M	+$7.31K	3	2.14%	Increased
2368	HWA HCR Wealth Advisors Los Angeles, California	$2.96M	+$2.91M	5	1.56%	New
2369	PHK Point72 Hong Kong Hong Kong	$2.96M	-$205K	20	2.95%	Reduced
2370	YCM Yakira Capital Management Westport, Connecticut	$2.95M	-$17.6M	2	1.44%	Reduced
2371	TDC Thompson Davis & Co Richmond, Virginia	$2.94M	+$54.5K	45	4.88%	Increased
2372	KSA Ken Stern & Associates San Diego, California	$2.94M	+$318K	5	1.52%	Increased
2373	BCA Bray Capital Advisors Naples, Florida	$2.94M	-$381K	5	1.76%	Reduced
2374	FHC Forest Hill Capital Little Rock, Arkansas	$2.93M	+$644K	1	0.95%	Increased
2375	EI Elkhorn Investments Chicago, Illinois	$2.93M	+$2.81M	3	3.42%	New