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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	MKC M. Kraus & Co Shelburne, Vermont	$383K	-$6.93K	1	0.29%	Reduced
2602	SRCM Swift Run Capital Management Charlottesville, Virginia	$382K	$0	1	0.17%	Maintained
2603	CCA Castle Creek Arbitrage Avon, Colorado	$371K	-$623K	1	0.02%	Reduced
2604	CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota	$370K	+$23.4K	1	0.07%	Increased
2605	PCM Polaris Capital Management Boston, Massachusetts	$369K	$0	1	0.08%	Maintained
2606	HF Hoxton Financial Shepherdstown, West Virginia	$364K	+$21	7	0.16%	Increased
2607	SC Stratford Consulting Addison, Texas	$363K	+$1.51K	1	0.19%	Increased
2608	BCM Blume Capital Management Berkeley, California	$361K	-$7.17K	4	0.28%	Reduced
2609	Modera Wealth Management Westwood, New Jersey	$360K	+$6.1K	1	0.16%	Increased
2610	RCA Rex Capital Advisors Providence, Rhode Island	$358K	$0	1	0.32%	Maintained
2611	TCMG TSP Capital Management Group Summit, New Jersey	$358K	+$351K	1	0.16%	New
2612	CFA Camarda Financial Advisors Fleming Island, Florida	$355K	+$57.8K	4	0.24%	Increased
2613	DWA Dorsey Wright & Associates Pasadena, California	$353K	+$121K	1	0.04%	Increased
2614	MC MSF Capital New York	$347K	$0	1	0.08%	Maintained
2615	NFGCM Norman Fields Gottscho Capital Management New York	$344K	$0	1	0.22%	Maintained
2616	BOS Bingham Osborn & Scarborough San Francisco, California	$338K	-$46.3K	1	0.04%	Reduced
2617	MIM Merion Investment Management Bay Harbor Islands, Florida	$338K	$0	1	3.75%	Maintained
2618	CCG Crescent Capital Group Los Angeles, California	$331K	-$31.7M	1	0.32%	Reduced
2619	LSC Lesa Sroufe & Co Seattle, Washington	$329K	$0	1	0.17%	Maintained
2620	PM Parametrica Management Wanchai, Hong Kong	$327K	+$172K	1	2.48%	Increased
2621	WCM Windward Capital Management Los Angeles, California	$320K	-$247K	1	0.11%	Reduced
2622	WHI William Harris Investors Chicago, Illinois	$319K	$0	1	0.09%	Maintained
2623	WAM Westport Asset Management Southport, Connecticut	$310K	-$860K	1	0.12%	Reduced
2624	DLG Daniel L. Goodwin	$309K	$0	1	0.06%	Maintained
2625	SGC South Georgia Capital Naperville, Illinois	$301K	-$2.86M	1	0.35%	Reduced