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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	BCM Beddow Capital Management Jackson, Wyoming	$462K	-$80.3K	1	0.19%	Reduced
2752	CIG Candlewood Investment Group Rye, New York	$454K	$0	1	0.62%	Maintained
2753	SIA Starfire Investment Advisers Southfield, Michigan	$450K	$0	1	0.27%	Maintained
2754	BA Birinyi Associates Westport, Connecticut	$445K	$0	1	0.24%	Maintained
2755	Horizon Investments Charlotte, North Carolina	$445K	+$450K	1	0.03%	New
2756	WRM Weybosset Research & Management Province, Rhode Island	$445K	$0	1	0.32%	Maintained
2757	TCMG TSP Capital Management Group Summit, New Jersey	$441K	-$446K	0	–	Closed
2758	PIM Parasol Investment Management Westmont, Illinois	$440K	+$130K	3	0.46%	Increased
2759	VIM Veritas Investment Management London, United Kingdom	$440K	$0	1	0.08%	Maintained
2760	SAMC Spectrum Asset Management (California) Newport Beach, California	$439K	$0	1	0.47%	Maintained
2761	NFGCM Norman Fields Gottscho Capital Management New York	$423K	$0	1	0.28%	Maintained
2762	BW Gestao de Investimentos Sao Paulo, Brazil	$422K	$0	1	0.3%	Maintained
2763	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$422K	+$390K	16	0.05%	New
2764	CM Cornerstone Management Duluth, Georgia	$410K	-$332K	1	0.24%	Reduced
2765	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$407K	-$111K	7	0.34%	Reduced
2766	CCP Cyrus Capital Partners New York	$406K	+$446K	1	0.03%	New
2767	LCM Lucas Capital Management Red Bank, New Jersey	$401K	-$55.7K	1	0.31%	Reduced
2768	CAM CMT Asset Management Chicago, Illinois	$398K	+$39.7K	1	0.02%	Increased
2769	BBNB Baker Boyer National Bank Walla Walla, Washington	$391K	+$366K	1	1.61%	New
2770	EDRIA Edmonds Duncan Registered Investment Advisors Lawrence, Kansas	$385K	$0	1	0.23%	Maintained
2771	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$381K	+$484	6	0.19%	Increased
2772	SFI SPC Financial Inc Rockville, Maryland	$380K	+$5.7K	1	0.12%	Increased
2773	TIM Tortoise Investment Management White Plains, New York	$374K	-$81.1K	7	0.13%	Reduced
2774	Flow Traders U.S. New York	$366K	+$75.4K	2	0.03%	Increased
2775	WHI William Harris Investors Chicago, Illinois	$363K	$0	1	0.1%	Maintained