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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
2626	BCM Beddow Capital Management Jackson, Wyoming	$440K	+$26.4K	1	0.18%	Increased
2627	Karpus Investment Management Pittsford, New York	$436K	-$24.7K	2	0.02%	Reduced
2628	RFG Advisory Birmingham, Alabama	$435K	-$815K	1	1.4%	Reduced
2629	RMC Regis Management Company Menlo Park, California	$432K	$0	1	0.13%	Maintained
2630	OL Orbitronix LP Newport Beach, California	$428K	+$450K	1	0.59%	New
2631	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$423K	$0	3	0.07%	Maintained
2632	CO Caldwell & Orkin Norcross, Georgia	$421K	-$2.74M	1	0.27%	Reduced
2633	AEC Advance Emerging Capital London, United Kingdom	$415K	+$420K	1	0.52%	New
2634	JC JBF Capital Aspen, Colorado	$414K	+$167K	2	0.06%	Increased
2635	SCA Sippican Capital Advisors Boston, Massachusetts	$407K	$0	1	0.52%	Maintained
2636	DSAM Dock Street Asset Management Palm Beach, Florida	$402K	-$174K	1	0.31%	Reduced
2637	IOOF Independent Order of Foresters Toronto, Ontario, Canada	$401K	$0	1	0.34%	Maintained
2638	RGNCM R.G. Niederhoffer Capital Management New York	$400K	-$228K	1	1.98%	Reduced
2639	W Wealthquest Cincinnati, Ohio	$399K	+$414K	1	0.72%	New
2640	Pacer Advisors Malvern, Pennsylvania	$398K	$0	2	0.97%	Maintained
2641	RCIM Russell Clark Investment Management London, United Kingdom	$386K	-$555K	2	0.1%	Reduced
2642	WRM Weybosset Research & Management Province, Rhode Island	$386K	$0	1	0.29%	Maintained
2643	VAM Verity Asset Management Durham, North Carolina	$385K	-$1.01M	1	0.39%	Reduced
2644	DLG Daniel L. Goodwin	$379K	$0	2	0.1%	Maintained
2645	MKC M. Kraus & Co Shelburne, Vermont	$379K	$0	1	0.31%	Maintained
2646	Xponance Philadelphia, Pennsylvania	$378K	-$158K	1	0.15%	Reduced
2647	CAM Concorde Asset Management Ann Arbor, Michigan	$373K	+$405K	1	0.63%	New
2648	HF Hoxton Financial Shepherdstown, West Virginia	$372K	+$2.72K	9	0.18%	Increased
2649	SAM Silphium Asset Management London, United Kingdom	$370K	+$276K	1	0.08%	Increased
2650	GCIA Gabelli & Co Investment Advisers Rye, New York	$368K	$0	1	0.05%	Maintained