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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
2601	CAL Capital Advisors Ltd Shaker Heights, Ohio	$208K	+$193K	5	0.14%	New
2602	CS Comerica Securities Detroit, Michigan	$207K	-$14.2K	1	0.21%	Reduced
2603	WCM Weatherstone Capital Management Denver, Colorado	$207K	+$193K	1	0.05%	New
2604	BJ Brouwer & Janachowski Mill Valley, California	$204K	+$185K	1	0.1%	New
2605	SAM Shikiar Asset Management New York	$204K	+$190K	1	0.09%	New
2606	Pathstone Family Office Englewood, New Jersey	$201K	-$132K	8	0.44%	Reduced
2607	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$199K	-$2.71K	4	0.11%	Reduced
2608	MUFG Securities EMEA London, United Kingdom	$190K	+$181K	1	0.09%	New
2609	PIM Parasol Investment Management Westmont, Illinois	$185K	+$171K	2	0.12%	New
2610	SM Salzhauer Michael	$185K	+$174K	1	0.18%	New
2611	MS Madison Scottsdale Scottsdale, Arizona	$179K	-$1.06M	2	0.16%	Reduced
2612	CC Coastland Capital Palo Alto, California	$172K	+$185K	1	0.01%	New
2613	New York Life Investment Management New York	$172K	+$44.9K	2	0.04%	Increased
2614	FMP Financial Management Professionals Austin, Texas	$161K	$0	7	0.11%	Maintained
2615	SIM Strategic Investment Management Arlington, Virginia	$145K	-$388K	1	0.04%	Reduced
2616	VCM Vigilant Capital Management Portland, Maine	$143K	+$24.2K	5	0.03%	Increased
2617	DOA D'Orazio & Associates Falls Church, Virginia	$142K	+$153K	5	0.12%	New
2618	MAM Mark Asset Management New York	$141K	-$159K	1	0.04%	Reduced
2619	TIM Tortoise Investment Management White Plains, New York	$140K	-$1.25K	3	0.08%	Reduced
2620	YCM Yakira Capital Management Westport, Connecticut	$139K	+$136K	1	0.14%	New
2621	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$134K	+$128K	1	0.01%	New
2622	CCM Cutler Capital Management Worcester, Massachusetts	$125K	$0	1	0.05%	Maintained
2623	MAS Madden Advisory Services Jacksonville, Florida	$123K	+$1.71K	3	0.09%	Increased
2624	Carlyle Group Washington, District of Columbia	$98K	$0	1	0%	Maintained
2625	NSCM New South Capital Management Memphis, Tennessee	$92K	+$85.7K	1	0%	New