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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	WHI William Harris Investors Chicago, Illinois	$367K	$0	1	0.1%	Maintained
2752	WCM Windward Capital Management Los Angeles, California	$364K	+$1.94K	1	0.09%	Increased
2753	Chicago Partners Investment Group Chicago, Illinois	$360K	-$38K	7	0.16%	Reduced
2754	RWM Raffa Wealth Management Washington, District of Columbia	$348K	-$85K	33	0.21%	Reduced
2755	SGC South Georgia Capital Naperville, Illinois	$347K	+$80.3K	3	0.65%	Increased
2756	TIP Torray Investment Partners Bethesda, Maryland	$331K	-$12.3M	1	0.04%	Reduced
2757	VDBMI Van Den Berg Management I Austin, Texas	$330K	-$46.1M	1	0.03%	Reduced
2758	BEC Blue Edge Capital Richmond, Virginia	$330K	$0	1	0.22%	Maintained
2759	PIM Parasol Investment Management Westmont, Illinois	$327K	+$14.1K	5	0.21%	Increased
2760	QC QCM Cayman Houston, Texas	$320K	-$1.14M	2	0.17%	Reduced
2761	BFC Blue Fin Capital Warren, Rhode Island	$315K	$0	1	0.23%	Maintained
2762	RCA Rex Capital Advisors Providence, Rhode Island	$314K	$0	1	0.29%	Maintained
2763	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$313K	-$35K	5	0.18%	Reduced
2764	CAS CTC Alternative Strategies Chicago, Illinois	$311K	+$232K	1	0.83%	Increased
2765	MC MSF Capital New York	$304K	-$3.1M	1	0.08%	Reduced
2766	RC Reik & Co New York	$302K	+$8.94K	1	0.1%	Increased
2767	VIM Veritas Investment Management London, United Kingdom	$298K	-$40.8K	1	0.1%	Reduced
2768	New York Life Investment Management New York	$287K	+$98.8K	1	0.03%	Increased
2769	Miracle Mile Advisors Los Angeles, California	$286K	+$70.5K	1	0.3%	Increased
2770	Diamond Hill Capital Management Columbus, Ohio	$282K	-$61.4M	1	0%	Reduced
2771	NA Nottingham Advisors Amherst, New York	$279K	$0	1	0.05%	Maintained
2772	LC Lincoln Capital Lincoln, Nebraska	$278K	-$551	1	0.24%	Reduced
2773	CR Cooperatieve Rabobank Utrecht, Netherlands	$276K	-$5.22M	1	1.32%	Reduced
2774	GFG Gray Financial Group Atlanta, Georgia	$276K	+$274K	1	0.1%	New
2775	MCM McGlinn Capital Management Wyomissing, Pennsylvania	$276K	-$90K	1	0.75%	Reduced