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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
1926	MHIM MacNealy Hoover Investment Management Canton, Ohio	$5.58M	-$80.1K	4	4.9%	Reduced
1927	AIA Alerus Investment Advisors Wayzata, Minnesota	$5.57M	+$872K	2	0.96%	Increased
1928	Horizon Investments Charlotte, North Carolina	$5.56M	-$1.11M	5	0.58%	Reduced
1929	Robotti Robert	$5.56M	-$1.45M	1	2.75%	Reduced
1930	GIM Guardian Investment Management Tiburon, California	$5.55M	$0	2	6.43%	Maintained
1931	GVT Genesee Valley Trust Pittsford, New York	$5.54M	-$1.66M	13	3.45%	Reduced
1932	RPA Rock Point Advisors Burlington, Vermont	$5.54M	-$352K	1	2.68%	Reduced
1933	VAM Visionary Asset Management Houston, Texas	$5.53M	+$751K	3	1.52%	Increased
1934	Segment Wealth Management Houston, Texas	$5.52M	-$117K	2	2.11%	Reduced
1935	Van Cleef Asset Management Beachwood, Ohio	$5.52M	-$338K	3	2.26%	Reduced
1936	GF Gerry Farber New York	$5.51M	-$479K	2	7.18%	Reduced
1937	NVIM New Vernon Investment Management Highland Park, Illinois	$5.51M	-$3.02M	1	4.49%	Reduced
1938	NDSI Newman Dignan & Sheerar Inc Providence, Rhode Island	$5.5M	-$836K	4	4.13%	Reduced
1939	NAMP NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania	$5.5M	-$1.1M	4	2.39%	Reduced
1940	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$5.5M	$0	2	0.27%	Maintained
1941	Schnieders Capital Management Pasadena, California	$5.49M	-$424K	3	4.06%	Reduced
1942	IAA Ironsides Asset Advisors Rocky Mount, North Carolina	$5.46M	-$391K	3	1.58%	Reduced
1943	BC Balestra Capital New York	$5.43M	+$5.28M	1	7.19%	New
1944	RCM Reynolds Capital Management Las Vegas, Nevada	$5.41M	-$2.11M	13	5.25%	Reduced
1945	EWM Elite Wealth Management Kirkland, Washington	$5.41M	-$1.06M	7	4.88%	Reduced
1946	CR Cooperatieve Rabobank Utrecht, Netherlands	$5.41M	+$488K	3	6.73%	Increased
1947	SWITC Stewart West Indies Trading Company Boulder, Colorado	$5.38M	$0	1	0.54%	Maintained
1948	ST Somerset Trust Somerset, Pennsylvania	$5.38M	+$72.5K	7	3.76%	Increased
1949	BFIC Bedell Frazier Investment Counselling Walnut Creek, California	$5.38M	+$71.3K	3	2.51%	Increased
1950	CP Corbenic Partners Bethlehem, Pennsylvania	$5.37M	-$1.3M	5	4.21%	Reduced