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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
2676	WCM Wealthcare Capital Management Richmond, Virginia	$41K	+$4.29K	3	0.01%	Increased
2677	Financial Engines Advisors Santa Clara, California	$38K	-$2.29K	1	0.03%	Reduced
2678	PFG Piershale Financial Group Barrington, Illinois	$35K	-$6.24K	5	0.03%	Reduced
2679	WFI West Family Investments Carlsbad, California	$34K	$0	1	0.01%	Maintained
2680	Blackhill Capital Morristown, New Jersey	$29K	$0	1	0%	Maintained
2681	EAMA EFG Asset Management (Americas) Miami, Florida	$28K	-$21.8K	1	0.03%	Reduced
2682	NMIS Northwestern Mutual Investment Services Milwaukee, Wisconsin	$24K	+$22.1K	4	0.01%	Increased
2683	PTA Pear Tree Advisors Lincoln, Massachusetts	$23K	+$21.8K	1	0.02%	New
2684	TC Travelers Companies Saint Paul, Minnesota	$21K	$0	1	0%	Maintained
2685	EMA Efficient Market Advisors San Diego, California	$14K	$0	2	0%	Maintained
2686	Guinness Asset Management London, United Kingdom	$10K	$0	1	0%	Maintained
2687	NHFG New Harbor Financial Group Worcester, Massachusetts	$5K	$0	1	0.01%	Maintained
2688	MIM Macroview Investment Management Bethesda, Maryland	$1K	-$12K	1	0%	Reduced
2689	ACM Akanthos Capital Management Woodland Hills, California	$0	-$1.59M	0	–	Closed
2690	AAA Alpine Associates Advisors Englewood Cliffs, New Jersey	$0	-$17.9M	0	–	Closed
2691	Altimeter Capital Management Boston, Massachusetts	$0	-$1.97M	0	–	Closed
2692	Alyeska Investment Group Chicago, Illinois	$0	-$6.02M	0	–	Closed
2693	AA Ancient Art Austin, Texas	$0	-$14.3M	0	–	Closed
2694	AC Andromeda Capital White Plains, New York	$0	-$2.69M	0	–	Closed
2695	ACM Archer Capital Management New York	$0	-$27.4M	0	–	Closed
2696	ACP Arrowgrass Capital Partners London, United Kingdom	$0	-$10M	0	–	Closed
2697	AIM Assured Investment Management New York	$0	-$6.5M	0	–	Closed
2698	Bain Capital Investors Boston, Massachusetts	$0	-$455M	0	–	Closed
2699	BAM Banta Asset Management Newport Beach, California	$0	-$210K	0	–	Closed
2700	BIG Blackthorn Investment Group Overland Park, Kansas	$0	-$2.65M	0	–	Closed