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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	FAM Formidable Asset Management Cincinnati, Ohio	$2.45M	-$5.11K	10	1.68%	Reduced
2402	SC Schulhoff & Co Cincinnati, Ohio	$2.44M	+$57.4K	2	1.47%	Increased
2403	WCM Westend Capital Management Sausalito, California	$2.43M	-$399K	1	2.81%	Reduced
2404	JPC Jackson Park Capital Alpine, Utah	$2.42M	+$2.38M	1	1.93%	New
2405	QCM Quadrant Capital Management Fairfield, New Jersey	$2.41M	+$84.2K	1	2.08%	Increased
2406	SRAM Stone Ridge Asset Management New York	$2.41M	+$2.22M	10	5.06%	New
2407	MCWS McKinley Carter Wealth Services Wheeling, West Virginia	$2.41M	+$312K	2	1.89%	Increased
2408	KL KWMG LLC Overland Park, Kansas	$2.4M	+$2.53M	3	2%	New
2409	LCM Leisure Capital Management Costa Mesa, California	$2.37M	+$2.33M	2	2.29%	New
2410	UAS United Asset Strategies Garden City, New York	$2.37M	+$26.4K	1	1.01%	Increased
2411	CL CPWM LLC Seattle, Washington	$2.36M	-$4.64K	3	0.68%	Reduced
2412	SM Southport Management Wilson, Wyoming	$2.36M	-$1.3M	2	2.5%	Reduced
2413	RGC Roberts, Glore & Co Deerfield, Illinois	$2.35M	-$423K	1	1.57%	Reduced
2414	Waverly Advisors Birmingham, Alabama	$2.35M	-$1.53M	12	1.18%	Reduced
2415	VST Van Strum & Towne San Francisco, California	$2.34M	+$184K	3	1.45%	Increased
2416	AIA AGF Investments America Toronto, Ontario, Canada	$2.34M	-$2.04M	1	1.17%	Reduced
2417	Lincoln National Corp Radnor, Pennsylvania	$2.33M	-$95.5K	2	0.2%	Reduced
2418	LJAC L.J. Altfest & Co New York	$2.33M	+$1.07M	2	1.9%	Increased
2419	RIA Regal Investment Advisors Kentwood, Michigan	$2.32M	-$239K	17	0.62%	Reduced
2420	PFG Piershale Financial Group Barrington, Illinois	$2.32M	+$236K	4	1.51%	Increased
2421	LAIC Lederer & Associates Investment Counsel Long Beach, California	$2.31M	+$2.27M	2	2.29%	New
2422	MBT Montecito Bank & Trust Santa Barbara, California	$2.29M	+$653K	5	1.21%	Increased
2423	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$2.29M	+$983K	10	2.02%	Increased
2424	FCFC First Commonwealth Financial Corp Indiana, Pennsylvania	$2.28M	-$105K	3	2.46%	Reduced
2425	FNYS First New York Securities New York	$2.27M	-$1.39M	10	4.04%	Reduced