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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
2476	PCM Perkins Capital Management Wayzata, Minnesota	$1.98M	-$90.3K	5	1.7%	Reduced
2477	Northeast Financial Consultants Westport, Connecticut	$1.96M	-$381K	4	1.03%	Reduced
2478	AI ArchPoint Investors Coral Gables, Florida	$1.95M	+$75.4K	3	1.45%	Increased
2479	SA Springowl Associates New York	$1.95M	+$1.76M	1	6.9%	New
2480	CNFG Creegan & Nassoura Financial Group Portsmouth, New Hampshire	$1.95M	+$1.84M	2	1.98%	New
2481	JCP Jabre Capital Partners Geneva, Switzerland	$1.94M	-$65.6M	1	0.2%	Reduced
2482	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$1.92M	-$84.7K	7	1.26%	Reduced
2483	OL Orbitronix LP Newport Beach, California	$1.92M	-$3.33M	3	1.15%	Reduced
2484	FWSM First Wilshire Securities Management Pasadena, California	$1.91M	-$5.68K	1	0.34%	Reduced
2485	DMC Drexel Morgan & Co Radnor, Pennsylvania	$1.89M	-$10.8K	2	2.13%	Reduced
2486	JMFC J.M. Forbes & Co Boston, Massachusetts	$1.89M	-$134K	4	0.49%	Reduced
2487	EM Excalibur Management Waltham, Massachusetts	$1.88M	+$48.7K	3	1.9%	Increased
2488	AC AYM Capital New York	$1.87M	-$2.81M	1	1.39%	Reduced
2489	ECM Empirical Capital Management Hendersonville, Tennessee	$1.87M	+$1.99M	1	1.85%	New
2490	ECP Empirical Capital Partners Ringgold, Georgia	$1.87M	+$1.99M	1	1.85%	New
2491	TMC Trellus Management Company Delray Beach, Florida	$1.87M	-$59.4K	1	2.74%	Reduced
2492	SNS Financial Group Minneapolis, Minnesota	$1.86M	+$84.5K	2	0.74%	Increased
2493	MCM McRae Capital Management Morristown, New Jersey	$1.85M	-$200K	2	0.86%	Reduced
2494	SAM Security Asset Management New York	$1.85M	+$1.76M	2	1.84%	New
2495	SignatureFD Atlanta, Georgia	$1.85M	+$13.6K	13	0.46%	Increased
2496	Prospera Financial Services Dallas, Texas	$1.84M	+$488K	4	0.46%	Increased
2497	FPC Falcon Point Capital San Francisco, California	$1.83M	+$86.7K	1	1.68%	Increased
2498	PAM Premier Asset Management Chicago, Illinois	$1.83M	-$81.7K	3	0.45%	Reduced
2499	Cannell & Spears New York	$1.83M	+$89.5K	3	0.2%	Increased
2500	EGA E&G Advisors Houston, Texas	$1.82M	+$291K	3	1.18%	Increased