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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	SIM Strategic Investment Management Arlington, Virginia	$377K	-$111K	2	0.12%	Reduced
2602	KIA King Investment Advisors Houston, Texas	$374K	-$403K	1	0.17%	Reduced
2603	LSC Lesa Sroufe & Co Seattle, Washington	$370K	$0	1	0.22%	Maintained
2604	HF Hoxton Financial Shepherdstown, West Virginia	$365K	+$561	7	0.16%	Increased
2605	CL CRCM LP San Francisco, California	$357K	$0	1	2.91%	Maintained
2606	WKA Wilson Kemp & Associates Birmingham, Michigan	$356K	-$1M	1	3.25%	Reduced
2607	IAM Iridian Asset Management Westport, Connecticut	$355K	-$376K	1	0%	Reduced
2608	TCMG TSP Capital Management Group Summit, New Jersey	$354K	-$359K	0	–	Closed
2609	PCM Polaris Capital Management Boston, Massachusetts	$348K	$0	1	0.07%	Maintained
2610	BCM Blume Capital Management Berkeley, California	$343K	-$33.9K	4	0.27%	Reduced
2611	NFGCM Norman Fields Gottscho Capital Management New York	$340K	$0	1	0.23%	Maintained
2612	RCA Rex Capital Advisors Providence, Rhode Island	$338K	$0	1	0.33%	Maintained
2613	ECP Electron Capital Partners New York	$337K	+$25.9K	1	0.17%	Increased
2614	MC MSF Capital New York	$328K	$0	1	0.08%	Maintained
2615	RC Reik & Co New York	$327K	-$117K	1	0.11%	Reduced
2616	AFIA America First Investment Advisors Omaha, Nebraska	$325K	+$81.3K	8	0.15%	Increased
2617	BGA Belmont Global Advisors Dallas, Texas	$322K	-$253K	1	0.25%	Reduced
2618	PHS Pekin Hardy Strauss Chicago, Illinois	$320K	-$490K	1	0.05%	Reduced
2619	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$320K	+$311K	1	0.17%	New
2620	WHI William Harris Investors Chicago, Illinois	$315K	$0	1	0.09%	Maintained
2621	WCM Windward Capital Management Los Angeles, California	$315K	-$9.16K	1	0.1%	Reduced
2622	SCP Syntal Capital Partners Midland, Texas	$300K	-$111K	4	0.15%	Reduced
2623	PAS Professional Advisory Services Vero Beach, Florida	$296K	$0	1	0.07%	Maintained
2624	VCAM Valentine Capital Asset Management Danville, California	$291K	-$5.12M	1	0.11%	Reduced
2625	PIM Parasol Investment Management Westmont, Illinois	$286K	+$14K	5	0.2%	Increased