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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
1676	SC Saybrook Capital Winston Salem, North Carolina	$5.76M	$0	1	4.18%	Maintained
1677	KAM Kokusai Asset Management Tokyo, Japan	$5.75M	-$299K	2	7.22%	Reduced
1678	Simmons First Trust Pine Bluff, Arkansas	$5.73M	-$165K	3	2.22%	Reduced
1679	SM Scoggin Management New York	$5.72M	+$6.14M	1	0.48%	New
1680	IA Icon Advisers Greenwood Village, Colorado	$5.72M	+$4.48M	5	0.44%	Increased
1681	P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$5.71M	+$21.9K	4	2.61%	Increased
1682	DSC Duncker Streett & Co St. Louis, Missouri	$5.7M	-$636K	7	2.31%	Reduced
1683	North Star Investment Management Chicago, Illinois	$5.66M	-$1.61M	3	1.51%	Reduced
1684	Whitney & Co Rochester, New York	$5.66M	+$155K	4	3.96%	Increased
1685	TF Trutina Financial Bellevue, Washington	$5.66M	+$282K	5	5.55%	Increased
1686	BE Bonness Enterprises Washington, District of Columbia	$5.65M	-$401K	3	5.43%	Reduced
1687	Aristeia Capital Greenwich, Connecticut	$5.63M	+$5.13M	1	0.36%	Increased
1688	CIC Canal Insurance Company Greenville, South Carolina	$5.62M	+$1.23M	3	1.86%	Increased
1689	PPSG Princeton Portfolio Strategies Group Princeton, New Jersey	$5.61M	+$1.1M	6	4.13%	Increased
1690	First American Trust Santa Ana, California	$5.61M	+$527K	3	2.02%	Increased
1691	Quantbot Technologies New York	$5.61M	-$2.3M	24	3.47%	Reduced
1692	WRM Westport Resources Management Westport, Connecticut	$5.6M	+$190K	16	1.86%	Increased
1693	Douglass Winthrop Advisors New York	$5.59M	+$230K	4	0.65%	Increased
1694	G GlobalBridge Minneapolis, Minnesota	$5.58M	+$251K	11	2.99%	Increased
1695	Punch & Associates Investment Management Edina, Minnesota	$5.58M	-$2.43M	2	0.87%	Reduced
1696	CK Cohen Klingenstein New York	$5.57M	$0	6	1.21%	Maintained
1697	SIM Spark Investment Management New York	$5.55M	-$1.82M	10	1.27%	Reduced
1698	NCMG NCM Capital Management Group Durham, North Carolina	$5.54M	+$661K	2	3.99%	Increased
1699	Mariner Overland Park, Kansas	$5.53M	+$272K	6	1.02%	Increased
1700	Gerstein Fisher New York	$5.51M	-$262K	6	1.19%	Reduced