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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
1776	SGAM Steinberg Global Asset Management Boca Raton, Florida	$4.74M	+$305K	3	1.05%	Increased
1777	BL Bolton LP Greenwich, Connecticut	$4.71M	+$4.65M	3	1.29%	New
1778	DSAM Dock Street Asset Management Palm Beach, Florida	$4.71M	+$2.93M	3	2.63%	Increased
1779	BSB Bangor Savings Bank Bangor, Maine	$4.69M	-$279K	5	1.42%	Reduced
1780	ARM Adirondack Research & Management Guilderland, New York	$4.68M	+$1.99M	2	2.7%	Increased
1781	BCM Bourgeon Capital Management Darien, Connecticut	$4.68M	-$2.36M	5	3.15%	Reduced
1782	IIM InView Investment Management Chicago, Illinois	$4.67M	$0	2	6.28%	Maintained
1783	NCM Narwhal Capital Management Marietta, Georgia	$4.67M	-$68.3K	3	2.23%	Reduced
1784	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$4.67M	+$147K	4	2.22%	Increased
1785	SCM Southport Capital Management Chattanooga, Tennessee	$4.65M	-$711K	3	3.62%	Reduced
1786	WCA Westover Capital Advisors Wilmington, Delaware	$4.65M	-$684K	3	4.82%	Reduced
1787	MA Menlo Advisors Menlo Park, California	$4.64M	$0	1	3.61%	Maintained
1788	Montag & Associates Atlanta, Georgia	$4.64M	+$111K	4	0.87%	Increased
1789	TA TBP Advisors Purchase, New York	$4.62M	-$393K	1	3.2%	Reduced
1790	CCM Chickasaw Capital Management Memphis, Tennessee	$4.62M	+$79.7K	3	0.31%	Increased
1791	NCA NCM Capital Advisers Durham, North Carolina	$4.62M	+$372K	3	5.11%	Increased
1792	FCM Forester Capital Management Lake Forest, Illinois	$4.61M	-$68.9K	2	3.66%	Reduced
1793	MSI Financial Services Springfield, Massachusetts	$4.59M	-$1.24M	40	0.8%	Reduced
1794	GWM Graybill Wealth Management Elmhurst, Illinois	$4.58M	-$149K	2	3.91%	Reduced
1795	GIA GHP Investment Advisors Denver, Colorado	$4.58M	+$189K	9	1.66%	Increased
1796	ICAS Investors Capital Advisory Services Lynnfield, Massachusetts	$4.57M	+$122K	8	1.18%	Increased
1797	AW Alpha Windward Westwood, Massachusetts	$4.56M	+$1.12M	13	3.44%	Increased
1798	CCM Compton Capital Management Providence, Rhode Island	$4.56M	-$174K	3	2.78%	Reduced
1799	GCM Garland Capital Management Bellevue, Washington	$4.54M	-$11.6K	1	3.85%	Reduced
1800	SWITC Stewart West Indies Trading Company Boulder, Colorado	$4.54M	$0	1	0.52%	Maintained