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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
2451	SS Sunbelt Securities Houston, Texas	$3.06M	+$1.2M	9	3.21%	Increased
2452	EI Elkhorn Investments Chicago, Illinois	$3.05M	+$78.7K	2	2.27%	Increased
2453	SBSB Sullivan, Bruyette, Speros & Blaney Mclean, Virginia	$3.04M	+$348K	5	0.3%	Increased
2454	BSB Bangor Savings Bank Bangor, Maine	$3.03M	+$378K	3	0.62%	Increased
2455	Northeast Financial Consultants Westport, Connecticut	$3.03M	$0	4	1.11%	Maintained
2456	Plancorp LLC Saint Louis, Missouri	$3.03M	-$230K	6	0.9%	Reduced
2457	LF Lee Financial Dallas, Texas	$3.03M	-$319K	11	0.98%	Reduced
2458	FSA Franklin Street Advisors Chapel Hill, North Carolina	$3.02M	-$1.57M	4	0.5%	Reduced
2459	CIP Capital Insight Partners Scottsdale, Arizona	$3.02M	-$156K	2	2.55%	Reduced
2460	MCG Meru Capital Group New York	$3M	+$3.07M	1	9.09%	New
2461	MVA Mount Vernon Associates Baltimore, Maryland	$3M	+$71.1K	2	4.95%	Increased
2462	WCM Windsor Capital Management Phoenix, Arizona	$2.99M	$0	4	1.51%	Maintained
2463	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$2.98M	+$162K	8	2.51%	Increased
2464	BCSB Bristol County Savings Bank Taunton, Massachusetts	$2.96M	+$2.82M	2	2.95%	New
2465	WP WealthSource Partners San Luis Obispo, California	$2.95M	+$262K	8	0.98%	Increased
2466	VNA Valley National Advisers Bethlehem, Pennsylvania	$2.95M	+$132K	23	1.01%	Increased
2467	NG Northstar Group New York	$2.94M	-$73.4K	2	1.7%	Reduced
2468	PWMAG Pinnacle Wealth Management Advisory Group Red Bank, New Jersey	$2.93M	-$15.8K	2	1.71%	Reduced
2469	GLA Good Life Advisors Reading, Pennsylvania	$2.93M	+$323K	8	1.11%	Increased
2470	JSL JT Stratford LLC Gainesville, Georgia	$2.93M	+$469K	4	1.9%	Increased
2471	KSA Ken Stern & Associates San Diego, California	$2.92M	+$227K	5	1.29%	Increased
2472	FAM Fortaleza Asset Management Chicago, Illinois	$2.92M	+$676K	10	5.33%	Increased
2473	Empirical Finance Havertown, Pennsylvania	$2.9M	+$2.55M	3	1%	Increased
2474	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$2.9M	+$228K	12	1.92%	Increased
2475	PFC Poplar Forest Capital Pasadena, California	$2.9M	$0	1	0.25%	Maintained