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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
1751	Alyeska Investment Group Chicago, Illinois	$4.97M	-$12.5M	1	0.2%	Reduced
1752	Capital International Inc Los Angeles, California	$4.96M	-$2.56M	3	0.22%	Reduced
1753	GLAM Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$4.95M	+$42.3K	1	1.34%	Increased
1754	FA FMA Advisory Harrisburg, Pennsylvania	$4.94M	+$50.5K	3	1.97%	Increased
1755	KFS KMS Financial Services Seattle, Washington	$4.94M	+$726K	4	1.2%	Increased
1756	Shinko Asset Management Company Tokyo, Japan	$4.92M	-$282K	19	0.05%	Reduced
1757	TCCM Timber Creek Capital Management Boston, Massachusetts	$4.91M	+$119K	5	4.5%	Increased
1758	NIC Northwest Investment Counselors Lake Oswego, Oregon	$4.91M	-$29.5K	4	3.76%	Reduced
1759	TCM Tanaka Capital Management New York	$4.91M	-$1.07M	4	16.89%	Reduced
1760	ACP Aviance Capital Partners Naples, Florida	$4.88M	-$46.7K	2	2.28%	Reduced
1761	IMIM Irving Magee Investment Management Conshohocken, Pennsylvania	$4.84M	+$1.03M	1	2.46%	Increased
1762	NCIM New Century Investment Management Southfield, Michigan	$4.83M	+$995K	2	3.28%	Increased
1763	WAM Weatherly Asset Management Del Mar, California	$4.83M	+$89.3K	3	2.45%	Increased
1764	RBA Richard Bernstein Advisors New York	$4.82M	$0	2	1.42%	Maintained
1765	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$4.82M	$0	2	0.32%	Maintained
1766	IPRC Indices-Pac Research Corporation Montvale, New Jersey	$4.8M	-$893K	4	3.16%	Reduced
1767	YMRC Yorktown Management & Research Company Forest, Virginia	$4.8M	+$2.93M	9	1.03%	Increased
1768	SSI Scott & Selber Inc Houston, Texas	$4.79M	+$2.06M	2	3.87%	Increased
1769	VCAM Van Cleef Asset Management Beachwood, Ohio	$4.78M	-$5.33K	2	2.36%	Reduced
1770	SIM SSI Investment Management Los Angeles, California	$4.78M	-$2.25M	5	0.43%	Reduced
1771	EHWM Eads & Heald Wealth Management Atlanta, Georgia	$4.77M	-$240K	4	3.41%	Reduced
1772	SCM SOL Capital Management Rockville, Maryland	$4.76M	-$501K	8	1.97%	Reduced
1773	WFG Windsor Financial Group Minneapolis, Minnesota	$4.76M	+$101K	2	2.86%	Increased
1774	GMA Goldstein Munger & Associates San Ramon, California	$4.75M	+$345K	1	1.85%	Increased
1775	BRM Boston Research & Management Manchester, Massachusetts	$4.74M	+$6.74K	2	4.01%	Increased