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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
2751	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$424K	-$736K	1	0.17%	Reduced
2752	AFM Anson Funds Management Dallas, Texas	$412K	+$480K	2	0.49%	New
2753	PM Parametrica Management Wanchai, Hong Kong	$410K	+$149K	1	3.98%	Increased
2754	CM Cornerstone Management Duluth, Georgia	$410K	+$383K	1	0.32%	New
2755	KPA Keel Point Advisors Vienna, Virginia	$407K	+$362K	1	0.33%	New
2756	Chicago Partners Investment Group Chicago, Illinois	$400K	+$366K	7	0.17%	New
2757	PIM Provident Investment Management Novi, Michigan	$400K	-$18.1M	1	0.09%	Reduced
2758	DPI Diversified Portfolios Inc Bloomfield Hills, Michigan	$397K	+$380K	1	0.24%	New
2759	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$395K	-$701K	1	0.33%	Reduced
2760	PFG Pacific Financial Group Bellevue, Washington	$395K	-$539K	5	0.12%	Reduced
2761	NFGCM Norman Fields Gottscho Capital Management New York	$394K	$0	1	0.26%	Maintained
2762	CCA Castle Creek Arbitrage Avon, Colorado	$386K	$0	1	0.02%	Maintained
2763	PCM Polaris Capital Management Boston, Massachusetts	$386K	$0	1	0.06%	Maintained
2764	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$375K	+$149K	5	0.23%	Increased
2765	WHI William Harris Investors Chicago, Illinois	$366K	$0	1	0.09%	Maintained
2766	BFC Blue Fin Capital Warren, Rhode Island	$365K	-$207K	1	0.28%	Reduced
2767	DLG Daniel L. Goodwin	$363K	-$231K	1	0.06%	Reduced
2768	MCM McGlinn Capital Management Wyomissing, Pennsylvania	$360K	-$180K	1	0.86%	Reduced
2769	VIM Veritas Investment Management London, United Kingdom	$357K	-$19.6M	1	0.64%	Reduced
2770	HS Huntington Steele Oaks, Pennsylvania	$355K	-$201K	1	0.15%	Reduced
2771	C WorldWide Group Copenhagen, Denmark	$351K	+$343K	2	0.01%	New
2772	WCM Windward Capital Management Los Angeles, California	$345K	-$3.92K	1	0.1%	Reduced
2773	RC Reik & Co New York	$341K	$0	1	0.11%	Maintained
2774	RBF Capital San Francisco, California	$338K	-$349K	3	0.07%	Reduced
2775	RCA Rex Capital Advisors Providence, Rhode Island	$336K	$0	1	0.32%	Maintained