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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
2701	TIM Tortoise Investment Management White Plains, New York	$244K	+$28.4K	4	0.09%	Increased
2702	ECM Exchange Capital Management Ann Arbor, Michigan	$242K	+$232K	1	0.11%	New
2703	NA Nottingham Advisors Amherst, New York	$240K	$0	1	0.04%	Maintained
2704	TCM TD Capital Management Memphis, Tennessee	$240K	-$182K	1	0.07%	Reduced
2705	MC MSF Capital New York	$236K	$0	1	0.06%	Maintained
2706	LC Lincoln Capital Lincoln, Nebraska	$233K	-$6.27K	1	0.19%	Reduced
2707	BFIC Bedell Frazier Investment Counselling Walnut Creek, California	$230K	$0	1	0.13%	Maintained
2708	TT Tiedemann Trust Wilmington, Delaware	$229K	-$621K	1	0.02%	Reduced
2709	ESBC E.S. Barr & Co Lexington, Kentucky	$227K	-$230K	1	0.03%	Reduced
2710	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$227K	+$235K	1	0%	New
2711	AFIA America First Investment Advisors Omaha, Nebraska	$222K	-$2.13K	5	0.1%	Reduced
2712	DSN D. Scott Neal Lexington, Kentucky	$220K	+$211K	1	0.18%	New
2713	DIP DT Investment Partners Chadds Ford, Pennsylvania	$219K	-$1.25M	1	0.07%	Reduced
2714	PM Parametrica Management Wanchai, Hong Kong	$219K	+$356K	1	1.38%	New
2715	UFA US Financial Advisors Braintree, Massachusetts	$219K	+$58K	14	0.36%	Increased
2716	LSC Lesa Sroufe & Co Seattle, Washington	$211K	-$12.1K	1	0.17%	Reduced
2717	BFPW BOK Financial Private Wealth Denver, Colorado	$205K	$0	1	0.04%	Maintained
2718	SM Southport Management Wilson, Wyoming	$200K	-$2.11M	1	0.4%	Reduced
2719	SGC South Georgia Capital Naperville, Illinois	$198K	-$737K	5	0.48%	Reduced
2720	CFG CKW Financial Group Honolulu, Hawaii	$184K	-$284K	6	0.08%	Reduced
2721	CSM Central Square Management Naperville, Illinois	$175K	-$514K	1	0.19%	Reduced
2722	MPAM Monarch Partners Asset Management Boston, Massachusetts	$172K	-$9.47M	1	0.02%	Reduced
2723	Blackhill Capital Morristown, New Jersey	$170K	$0	1	0.02%	Maintained
2724	CAIMH Central Asset Investments & Management Holdings Hong Kong	$165K	-$336K	1	0.18%	Reduced
2725	PIM Parasol Investment Management Westmont, Illinois	$158K	-$111K	2	0.14%	Reduced