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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
1976	PMFA Plante Moran Financial Advisors Southfield, Michigan	$2.81M	+$76K	12	1.72%	Increased
1977	Montrusco Bolton Investments Montreal, Quebec, Canada	$2.81M	+$820K	1	0.21%	Increased
1978	SAM Solaris Asset Management New York	$2.81M	+$290K	3	2.04%	Increased
1979	PTB Pioneer Trust Bank Salem, Oregon	$2.79M	$0	3	2.14%	Maintained
1980	OC Oarsman Capital Milwaukee, Wisconsin	$2.77M	+$16.6K	4	2.42%	Increased
1981	Nikko Asset Management Americas New York	$2.76M	-$1.27M	3	0.09%	Reduced
1982	GCT Galaxy Capital Trading Road Town, British Virgin Islands	$2.76M	-$676K	6	2.11%	Reduced
1983	IFB iAB Financial Bank Fort Wayne, Indiana	$2.74M	-$607K	3	2.64%	Reduced
1984	WIL Winifred I. Li	$2.74M	-$549K	9	2.53%	Reduced
1985	IAM Integre Asset Management New York	$2.73M	-$598K	1	0.7%	Reduced
1986	MC Mathes Company New York	$2.71M	$0	2	2.58%	Maintained
1987	BPM Bowling Portfolio Management Cincinnati, Ohio	$2.71M	-$1.93M	2	0.75%	Reduced
1988	LSCM Light Street Capital Management Palo Alto, California	$2.71M	+$2.7M	1	0.85%	New
1989	LA Libra Advisors New York	$2.66M	+$2.57M	1	4.09%	New
1990	CCM Corsair Capital Management New York	$2.66M	-$15.7K	1	0.35%	Reduced
1991	RC Riversville Capital Greenwich, Connecticut	$2.65M	$0	3	1.46%	Maintained
1992	HBWM Hollow Brook Wealth Management Katonah, New York	$2.64M	$0	1	0.92%	Maintained
1993	TSWM Triangle Securities Wealth Management Raleigh, North Carolina	$2.61M	-$498K	3	2.27%	Reduced
1994	GML Gems Management Ltd Nassau, Bahamas	$2.56M	-$1.33M	2	3.64%	Reduced
1995	LM Luminus Management Houston, Texas	$2.56M	+$2.47M	1	0.22%	New
1996	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$2.55M	+$608K	16	2.34%	Increased
1997	DR Davis Rea Toronto, Ontario, Canada	$2.55M	+$2.56M	1	1.97%	New
1998	IAS IMA Advisory Services Denver, Colorado	$2.55M	-$72.4K	3	1.25%	Reduced
1999	AI ArchPoint Investors Coral Gables, Florida	$2.54M	+$34K	2	2.8%	Increased
2000	DA Dunvegan Associates Santa Barbara, California	$2.54M	-$16.2K	2	1.88%	Reduced