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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	Smith, Moore & Co Clayton, Missouri	$1.43M	+$262K	3	0.71%	Increased
2477	Global Endowment Management Charlotte, North Carolina	$1.43M	-$2.86M	5	0.26%	Reduced
2478	Sphera Funds Management Tel Aviv, Israel	$1.43M	+$1.45M	1	0.21%	New
2479	VCAM Valentine Capital Asset Management Danville, California	$1.42M	-$3M	7	1.59%	Reduced
2480	RMSCM R.M. Sincerbeaux Capital Management New York	$1.41M	-$1.75M	1	1.53%	Reduced
2481	MCM McRae Capital Management Morristown, New Jersey	$1.4M	-$20.3K	2	0.67%	Reduced
2482	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$1.39M	-$831K	1	1.2%	Reduced
2483	Counsel Portfolio Services Mississauga, Ontario, Canada	$1.39M	-$1.06M	3	0.15%	Reduced
2484	SMC S. Muoio & Co New York	$1.39M	+$1.28M	1	0.65%	New
2485	YP Yellowstone Partners Idaho Falls, Idaho	$1.39M	+$145K	4	0.62%	Increased
2486	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$1.38M	+$1.53M	5	1.09%	New
2487	MV Capital Management Bethesda, Maryland	$1.37M	+$258K	9	0.54%	Increased
2488	Ausdal Financial Partners Davenport, Iowa	$1.37M	+$1.36M	21	0.69%	New
2489	TCM Timpani Capital Management Milwaukee, Wisconsin	$1.36M	-$653K	1	0.55%	Reduced
2490	MS Marshall & Sullivan Seattle, Washington	$1.36M	+$60.2K	1	1.79%	Increased
2491	SRF Silver Rock Financial Los Angeles, California	$1.35M	+$1.44M	1	1.11%	New
2492	EAMA EFG Asset Management (Americas) Miami, Florida	$1.34M	+$415K	1	0.83%	Increased
2493	Versant Capital Management Phoenix, Arizona	$1.34M	+$1.36M	46	0.84%	New
2494	JLB & Associates Plymouth, Michigan	$1.33M	+$285K	2	0.41%	Increased
2495	MC Matisse Capital Portland, Oregon	$1.33M	+$1.32M	2	0.67%	New
2496	WI WHV Investments San Francisco, California	$1.33M	-$2.28M	3	0.06%	Reduced
2497	SBA Seven Bridges Advisors New York	$1.32M	+$1.29M	3	1.32%	New
2498	MC Montag & Caldwell Atlanta, Georgia	$1.32M	-$26.3M	3	0.02%	Reduced
2499	Northeast Financial Consultants Westport, Connecticut	$1.32M	$0	3	0.68%	Maintained
2500	SC Searle & Co Greenwich, Connecticut	$1.31M	+$263K	3	1.26%	Increased