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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
2551	SAM Summit Asset Management Memphis, Tennessee	$327K	$0	1	0.26%	Maintained
2552	MC MSF Capital New York	$326K	+$70.5K	1	0.07%	Increased
2553	WHI William Harris Investors Chicago, Illinois	$312K	-$786K	1	0.09%	Reduced
2554	IFLIT Investmentaktiengesellschaft Fuer Langfristige Investoren TGV Bonn, Germany	$311K	$0	1	0.16%	Maintained
2555	GIM Greystone Investment Management Cincinnati, Ohio	$307K	$0	1	0.12%	Maintained
2556	WCM Weston Capital Management Los Angeles, California	$306K	$0	1	0.38%	Maintained
2557	HP HT Partners Centerbrook, Connecticut	$304K	-$4.57K	1	0.19%	Reduced
2558	PCM Polaris Capital Management Boston, Massachusetts	$301K	$0	1	0.08%	Maintained
2559	DWA Dorsey Wright & Associates Pasadena, California	$297K	+$217K	1	0.04%	New
2560	SRCM Swift Run Capital Management Charlottesville, Virginia	$296K	+$269K	1	0.24%	New
2561	RBF Capital San Francisco, California	$295K	+$157K	3	0.07%	Increased
2562	CL CIM LLC Albany, New York	$293K	+$6.65K	1	0.16%	Increased
2563	RPGK Retirement Planning Group (Kansas) Leawood, Kansas	$290K	-$11.8K	1	0.1%	Reduced
2564	CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota	$287K	+$268K	1	0.07%	New
2565	WCM Windward Capital Management Los Angeles, California	$286K	+$605	1	0.1%	Increased
2566	AIP ARS Investment Partners New York	$285K	-$129K	1	0.05%	Reduced
2567	BEC Blue Edge Capital Richmond, Virginia	$281K	+$255K	1	0.21%	New
2568	EGA E&G Advisors Houston, Texas	$280K	+$266K	1	0.26%	New
2569	SAM Silphium Asset Management London, United Kingdom	$279K	+$295K	1	0.21%	New
2570	LSC Lesa Sroufe & Co Seattle, Washington	$276K	-$12.1K	1	0.15%	Reduced
2571	BOS Bingham Osborn & Scarborough San Francisco, California	$275K	+$257K	1	0.04%	New
2572	SC Sumit Capital New York	$273K	+$269K	2	0.49%	New
2573	BPV Battery Partners VIII Boston, Massachusetts	$272K	+$311K	1	0.59%	New
2574	HCP Holt Capital Partners Fort Worth, Texas	$271K	+$255K	4	0.17%	New
2575	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$261K	+$3.17K	12	0.37%	Increased