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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
3351	WCM Wealthcare Capital Management Richmond, Virginia	$27K	-$12.8K	5	0%	Reduced
3352	SCM Silver Capital Management New York	$26K	-$408K	1	0.09%	Reduced
3353	AGA Accuvest Global Advisors Provo, Utah	$11K	+$843	2	0.01%	Increased
3354	PSW Portfolio Strategies (Washington) Tacoma, Washington	$11K	$0	1	0.02%	Maintained
3355	Tortoise Capital Advisors Overland Park, Kansas	$8K	+$9.2K	4	0%	New
3356	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$3K	+$2.93K	3	0%	New
3357	MIM Macroview Investment Management Bethesda, Maryland	$2K	$0	1	0.01%	Maintained
3358	CIR Clear Investment Research Alpharetta, Georgia	$1K	$0	1	0%	Maintained
3359	CTC (Chicago Trading Company) Chicago, Illinois	$422	+$397	1	0%	New
3360	AF Aegis Financial Mc Lean, Virginia	$0	-$2.2M	0	–	Closed
3361	ACM Alta Capital Management Salt Lake City, Utah	$0	-$320K	0	–	Closed
3362	AFS Amtrust Financial Services New York	$0	-$865K	0	–	Closed
3363	AC Apertura Capital Dallas, Texas	$0	-$5.1M	0	–	Closed
3364	ACM Ariose Capital Management Central, Hong Kong, Hong Kong	$0	-$10.4M	0	–	Closed
3365	ACM Axel Capital Management New York	$0	-$17.4M	0	–	Closed
3366	BCM Basso Capital Management Stamford, Connecticut	$0	-$866K	0	–	Closed
3367	BC Beaconlight Capital New York	$0	-$5.4M	0	–	Closed
3368	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$0	-$29.8M	0	–	Closed
3369	BRC Blue Ridge Capital New York	$0	-$104M	0	–	Closed
3370	BI Bramshill Investments Naples, Florida	$0	-$2K	0	–	Closed
3371	B Bridgeworth Birmingham, Alabama	$0	-$203K	0	–	Closed
3372	CGM Capital Growth Management Boston, Massachusetts	$0	-$190M	0	–	Closed
3373	Capital Wealth Planning Naples, Florida	$0	-$556K	0	–	Closed
3374	Cevian Capital II St. Helier, Jersey	$0	-$94.9M	0	–	Closed
3375	CCMU Cheyne Capital Management (UK) London, United Kingdom	$0	-$944K	0	–	Closed