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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
2526	WIA Westbourne Investment Advisors Annapolis, Maryland	$1.21M	+$663K	3	1.17%	Increased
2527	EAM Evanson Asset Management Carmel, California	$1.21M	+$4.63K	3	0.44%	Increased
2528	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$1.21M	-$575K	31	1.33%	Reduced
2529	CA Cornerstone Advisory Hunt Valley, Maryland	$1.21M	+$1.2M	3	1.04%	New
2530	MA Minerva Advisors Bala Cynwyd, Pennsylvania	$1.21M	-$483K	2	0.8%	Reduced
2531	RCM Reynolds Capital Management Las Vegas, Nevada	$1.2M	-$415K	4	1.31%	Reduced
2532	Summit Partners Public Asset Management Boston, Massachusetts	$1.2M	$0	1	0.31%	Maintained
2533	SRAM Stone Ridge Asset Management New York	$1.2M	-$419K	5	4.05%	Reduced
2534	ACM Altalis Capital Management New York	$1.2M	-$5.83M	1	0.91%	Reduced
2535	EA Elm Advisors Burlingame, California	$1.19M	-$46.1K	2	1.17%	Reduced
2536	TSS Two Sigma Securities New York	$1.18M	-$188K	5	1.41%	Reduced
2537	DP DSAM Partners London, United Kingdom	$1.18M	+$1.06M	1	0.3%	New
2538	TCM Traynor Capital Management Malvern, Pennsylvania	$1.18M	+$579K	3	0.85%	Increased
2539	SLF Sun Life Financial Toronto, Ontario, Canada	$1.17M	-$387K	1	0.16%	Reduced
2540	RR Robotti Robert	$1.17M	-$988K	1	0.48%	Reduced
2541	Waverly Advisors Birmingham, Alabama	$1.17M	+$951K	4	0.51%	Increased
2542	OAM Occidental Asset Management Burlingame, California	$1.16M	+$38.1K	3	1.49%	Increased
2543	CAAS Capital Asset Advisory Services Williamston, Michigan	$1.16M	+$1.18M	2	1.63%	New
2544	HCP Holt Capital Partners Fort Worth, Texas	$1.15M	-$209K	1	0.52%	Reduced
2545	WCM Windsor Capital Management Phoenix, Arizona	$1.15M	-$210K	2	0.72%	Reduced
2546	VF Virtu Financial New York	$1.15M	-$4.34M	2	0.16%	Reduced
2547	IFS Ifrah Financial Services Little Rock, Arkansas	$1.14M	-$57.3K	4	0.45%	Reduced
2548	TSBJ Trevor, Stewart, Burton & Jacobsen New York	$1.13M	+$873K	3	1.28%	Increased
2549	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$1.12M	-$40.9K	3	0.28%	Reduced
2550	EGM Espalier Global Management New York	$1.12M	-$4.91M	1	0.29%	Reduced