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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
1951	MBT Monroe Bank & Trust Monroe, Michigan	$2.73M	+$2.75M	4	1.21%	New
1952	BIG Blackthorn Investment Group Overland Park, Kansas	$2.73M	+$2.41M	7	0.83%	New
1953	SH Scepter Holdings Fort Worth, Texas	$2.69M	+$2.64M	3	0.58%	New
1954	SOAMC Spirit of America Management Corp Syosset, New York	$2.64M	+$2.65M	4	0.95%	New
1955	OC Oarsman Capital Milwaukee, Wisconsin	$2.63M	+$2.62M	4	2.49%	New
1956	DCMM DG Capital Management (Massachusetts) Boston, Massachusetts	$2.62M	+$2.56M	1	1.59%	New
1957	DFIM Detwiler Fenton Investment Management Boston, Massachusetts	$2.62M	+$2.63M	3	2.66%	New
1958	AI ArchPoint Investors Coral Gables, Florida	$2.61M	+$2.55M	2	3.08%	New
1959	SGDR SPX Gestao de Recursos Rio De Janeiro, Brazil	$2.58M	+$2.46M	2	1.18%	New
1960	RC Riversville Capital Greenwich, Connecticut	$2.56M	+$2.53M	3	1.49%	New
1961	MP Manifold Partners San Francisco, California	$2.55M	+$2.6M	2	1.8%	New
1962	GGPS Gary Goldberg Planning Services Suffern, New York	$2.54M	+$2.48M	3	1.62%	New
1963	OCM Oskie Capital Management New York	$2.54M	+$1.96M	1	0.77%	New
1964	CC Columbia Capital Fullerton, California	$2.53M	+$2.46M	1	2.61%	New
1965	FI FCM Investments Dallas, Texas	$2.52M	+$2.47M	4	1.12%	New
1966	LAM Lapides Asset Management Greenwich, Connecticut	$2.52M	+$2.54M	1	0.36%	New
1967	ARGA Investment Management Stamford, Connecticut	$2.51M	+$2.58M	2	0.92%	New
1968	HA Halsey Associates New Haven, Connecticut	$2.49M	+$2.45M	2	0.64%	New
1969	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$2.46M	+$2.47M	4	1.94%	New
1970	CAM Chesapeake Asset Management New York	$2.46M	+$2.46M	4	1.78%	New
1971	IAS IMA Advisory Services Denver, Colorado	$2.45M	+$2.47M	4	1.33%	New
1972	CR Cooperatieve Rabobank Utrecht, Netherlands	$2.45M	+$2.41M	3	0.91%	New
1973	MC Mathes Company New York	$2.43M	+$2.51M	2	2.65%	New
1974	VCP Vista Capital Partners Portland, Oregon	$2.43M	+$2.39M	2	0.95%	New
1975	IRS Invictus RG (Singapore) Singapore	$2.43M	+$2.38M	15	2.71%	New