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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
2376	VST Van Strum & Towne San Francisco, California	$2.39M	-$70.8K	3	1.57%	Reduced
2377	LCM Leisure Capital Management Costa Mesa, California	$2.37M	+$21.1K	2	2.22%	Increased
2378	FCFC First Commonwealth Financial Corp Indiana, Pennsylvania	$2.37M	-$122K	3	3.09%	Reduced
2379	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$2.36M	-$43.3K	4	1.18%	Reduced
2380	WGCA Wolf Group Capital Advisors Fairfax, Virginia	$2.36M	-$33.3K	2	1.64%	Reduced
2381	LCM Landscape Capital Management Englewood, New Jersey	$2.35M	+$1.48M	4	0.32%	Increased
2382	JA JLB & Associates Plymouth, Michigan	$2.35M	+$189K	2	0.65%	Increased
2383	LFM Lumina Fund Management New York	$2.34M	+$1.65M	1	0.25%	Increased
2384	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$2.34M	+$213K	11	1.16%	Increased
2385	PRHC P.R. Herzig & Co Roslyn Heights, New York	$2.34M	-$103K	1	4.58%	Reduced
2386	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$2.33M	-$1.97M	1	0.55%	Reduced
2387	SCM Signia Capital Management Spokane, Washington	$2.32M	-$691K	1	6.13%	Reduced
2388	Cetera Investment Advisers Schaumburg, Illinois	$2.32M	-$1.62M	3	1%	Reduced
2389	WSC Wellington Shields & Co New York	$2.32M	+$178K	4	1.18%	Increased
2390	Northeast Financial Consultants Westport, Connecticut	$2.31M	$0	4	0.98%	Maintained
2391	RGC Roberts, Glore & Co Deerfield, Illinois	$2.31M	-$17.4K	1	1.66%	Reduced
2392	FCM Forester Capital Management Lake Forest, Illinois	$2.3M	-$1.21M	1	2.16%	Reduced
2393	MDSL M.D. Sass LLC New York	$2.3M	-$2.81M	1	0.13%	Reduced
2394	WI Wedgewood Investors Erie, Pennsylvania	$2.3M	$0	3	2.15%	Maintained
2395	NCA NCM Capital Advisers Durham, North Carolina	$2.29M	-$131K	3	6.83%	Reduced
2396	BG Bollard Group Boston, Massachusetts	$2.29M	+$52.3K	5	0.15%	Increased
2397	BW Bison Wealth Atlanta, Georgia	$2.28M	-$668K	4	1.93%	Reduced
2398	CWM Catamount Wealth Management Westport, Connecticut	$2.28M	+$2.05M	3	1.95%	Increased
2399	CL CIM LLC Albany, New York	$2.28M	+$1.38M	5	1.07%	Increased
2400	EWM Elite Wealth Management Kirkland, Washington	$2.26M	-$165K	5	3.69%	Reduced