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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
2501	HPCM High Pointe Capital Management Chicago, Illinois	$1.72M	+$814K	2	3.05%	Increased
2502	PCM Perkins Capital Management Wayzata, Minnesota	$1.7M	+$195K	5	1.7%	Increased
2503	KSCM Kamunting Street Capital Management Miami Beach, Florida	$1.69M	+$1.5M	1	3.42%	Increased
2504	I2I Insight 2811 Inc Chicago, Illinois	$1.69M	-$100K	2	1.05%	Reduced
2505	RGNCM R.G. Niederhoffer Capital Management New York	$1.68M	+$307K	2	8.13%	Increased
2506	SBA Seven Bridges Advisors New York	$1.67M	-$381K	3	1.49%	Reduced
2507	RQS Ramsey Quantitative Systems Louisville, Kentucky	$1.67M	-$2.38M	2	1.84%	Reduced
2508	HI Hudock Inc Williamsport, Pennsylvania	$1.66M	-$50.3K	9	0.94%	Reduced
2509	DS Dudley & Shanley Palm Beach, Florida	$1.66M	+$1.59M	1	0.38%	New
2510	RA RiverPark Advisors New York	$1.66M	-$1.46M	1	0.36%	Reduced
2511	BRA Blue Rock Advisors Wayzata, Minnesota	$1.65M	-$696K	3	3.66%	Reduced
2512	Members Trust Tampa, Florida	$1.65M	-$109K	3	0.1%	Reduced
2513	SC Searle & Co Greenwich, Connecticut	$1.65M	+$1.6M	3	1.43%	New
2514	ACM Armbruster Capital Management Pittsford, New York	$1.64M	-$8.96K	4	1.02%	Reduced
2515	MCM McRae Capital Management Morristown, New Jersey	$1.64M	-$18.8K	2	0.74%	Reduced
2516	CRIG Charter Research & Investment Group Southport, Connecticut	$1.63M	+$193K	3	1.92%	Increased
2517	VCM Versant Capital Management Phoenix, Arizona	$1.63M	+$16.4K	45	0.93%	Increased
2518	TAL TIG Advisors LLC New York	$1.63M	+$1.35M	1	0.14%	New
2519	YMRC Yorktown Management & Research Company Forest, Virginia	$1.62M	-$377K	5	0.35%	Reduced
2520	LA Lucus Advisors New York	$1.61M	-$652K	4	1.39%	Reduced
2521	SCP Sandhill Capital Partners Buffalo, New York	$1.6M	+$116K	2	0.48%	Increased
2522	EPM Equitec Proprietary Markets Chicago, Illinois	$1.6M	+$466K	2	0.08%	Increased
2523	CCT Capital City Trust Tallahassee, Florida	$1.6M	+$627K	3	0.65%	Increased
2524	BEC Blue Edge Capital Richmond, Virginia	$1.59M	$0	1	0.87%	Maintained
2525	CWM Cornerstone Wealth Management St. Peters, Missouri	$1.58M	+$1.58M	4	0.58%	New