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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
5001	EA Evolution Advisers Richmond, Virginia	$12K	$0	1	0.01%	Maintained
5002	GRIM Greenhaven Road Investment Management Greenwich, Connecticut	$11.1K	$0	1	0.01%	Maintained
5003	First Command Advisory Services Fort Worth, Texas	$10.3K	+$7.64K	3	0%	Increased
5004	SWG Summit Wealth Group White River Junction, Vermont	$8K	+$139M	12	0.19%	New
5005	RCM Ravenstone Capital Management Toronto,	$5.55K	$0	1	0%	Maintained
5006	WC Wynnefield Capital New York	$4.88K	$0	1	0%	Maintained
5007	AIA Arcadia Investment Advisors Eagle, Idaho	$3.66K	$0	2	0%	Maintained
5008	EC Elequin Capital New York	$1.29K	-$1.95M	2	0%	Reduced
5009	1WCM 12 West Capital Management New York	$0	-$6M	0	–	Closed
5010	Advent Capital Management New York	$0	-$2.46M	0	–	Closed
5011	AFG American Financial Group Cincinnati, Ohio	$0	-$4.29M	0	–	Closed
5012	AGC Angelo Gordon & Co New York	$0	-$2.11M	0	–	Closed
5013	AC Antara Capital New York	$0	-$62.4M	0	–	Closed
5014	AAM Arabesque Asset Management London, United Kingdom	$0	-$29.6M	0	–	Closed
5015	AAM Austin Asset Management Austin, Texas	$0	-$632K	0	–	Closed
5016	BWM Benchmark Wealth Management Old Lyme, Connecticut	$0	-$224K	0	–	Closed
5017	Berkshire Hathaway Omaha, Nebraska	$0	-$618M	0	–	Closed
5018	BIA BHK Investment Advisors Birmingham, Alabama	$0	-$233K	0	–	Closed
5019	BlueCrest Capital Management St Helier, Jersey	$0	-$9.91M	0	–	Closed
5020	BHCM Boulder Hill Capital Management New York	$0	-$3.46M	0	–	Closed
5021	BV Boxwood Ventures Chicago, Illinois	$0	-$1.75M	0	–	Closed
5022	BCM Brigade Capital Management New York	$0	-$5.62M	0	–	Closed
5023	BCP BSN Capital Partners London, United Kingdom	$0	-$85.3M	0	–	Closed
5024	BIM Bullseye Investment Management Cincinnati, Ohio	$0	-$5.61M	0	–	Closed
5025	CM Cartica Management Washington, District of Columbia	$0	-$7.6M	0	–	Closed