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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
2401	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$1.36M	+$401K	3	0.85%	Increased
2402	RCM Rotella Capital Management Bellevue, Washington	$1.36M	+$761K	5	1.67%	Increased
2403	WKA Wilson Kemp & Associates Birmingham, Michigan	$1.36M	-$404K	3	3.54%	Reduced
2404	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$1.33M	+$191K	3	0.18%	Increased
2405	FHB First Hawaiian Bank Honolulu, Hawaii	$1.32M	-$20.7K	3	0.23%	Reduced
2406	SCP Sandhill Capital Partners Buffalo, New York	$1.31M	+$87.9K	2	0.5%	Increased
2407	PAA Peregrine Asset Advisers Portland, Oregon	$1.31M	-$14.1K	3	1.01%	Reduced
2408	SNBOSCI Security National Bank of Sioux City Iowa Sioux City, Iowa	$1.3M	-$998K	2	1.53%	Reduced
2409	VP Value Partners Hong Kong	$1.3M	$0	1	1.5%	Maintained
2410	TCB Texas Capital Bancshares Dallas, Texas	$1.3M	+$224K	3	0.83%	Increased
2411	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$1.29M	-$638K	2	2.18%	Reduced
2412	CPR CSU Producer Resources Fairfield, Ohio	$1.29M	$0	1	13.35%	Maintained
2413	Kayne Anderson Capital Advisors Los Angeles, California	$1.29M	$0	1	0.01%	Maintained
2414	KIG Kessler Investment Group Columbus, Indiana	$1.28M	-$1.17M	1	2.71%	Reduced
2415	WSC Wellington Shields & Co New York	$1.28M	+$4.82K	3	0.81%	Increased
2416	EM Excalibur Management Waltham, Massachusetts	$1.28M	-$22.5K	2	1.4%	Reduced
2417	CCM Crossvault Capital Management San Antonio, Texas	$1.27M	-$3.1M	2	1.23%	Reduced
2418	CAM Castlerock Asset Management New York	$1.25M	-$3.36M	1	3.64%	Reduced
2419	HCM Horrell Capital Management Little Rock, Arkansas	$1.24M	-$828K	7	0.63%	Reduced
2420	RU RobecoSam USA New York	$1.24M	+$749K	3	1.41%	Increased
2421	FWM Focused Wealth Management Newburgh, New York	$1.24M	-$42.7K	19	1.03%	Reduced
2422	VNB Valley National Bancorp New York	$1.23M	-$484K	6	1.62%	Reduced
2423	FWP FAS Wealth Partners Leawood, Kansas	$1.23M	+$48.9K	2	0.83%	Increased
2424	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$1.23M	+$52.8K	1	1.15%	Increased
2425	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$1.22M	-$60K	8	0.29%	Reduced