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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
2151	DMC Drexel Morgan & Co Radnor, Pennsylvania	$1.28M	+$1.3M	4	2.13%	New
2152	VST Van Strum & Towne San Francisco, California	$1.27M	+$1.32M	2	0.98%	New
2153	FIM Friedberg Investment Management Houston, Texas	$1.27M	+$1.31M	1	0.57%	New
2154	MCM McRae Capital Management Morristown, New Jersey	$1.27M	+$1.24M	2	0.74%	New
2155	PSCM Prince Street Capital Management New York	$1.26M	+$1.27M	1	1.67%	New
2156	TT Tiedemann Trust Wilmington, Delaware	$1.26M	+$1.24M	2	0.21%	New
2157	APU Alpine Partners USVI St. Thomas, U.S. Virgin Islands	$1.25M	+$1.25M	2	0.41%	New
2158	PAS Partnervest Advisory Services Santa Barbara, California	$1.24M	+$1.22M	22	0.57%	New
2159	IC IKOS CIF Limassol, Cyprus	$1.23M	+$1.23M	6	2.29%	New
2160	IOOF Independent Order of Foresters Toronto, Ontario, Canada	$1.23M	+$1.21M	2	1.24%	New
2161	HLA Hamilton Lane Advisors Conshohocken, Pennsylvania	$1.23M	+$1.1M	1	0.7%	New
2162	Advisory Services Network Atlanta, Georgia	$1.22M	+$1.25M	1	1%	New
2163	MCM Maple Capital Management Montpelier, Vermont	$1.22M	+$1.22M	3	0.54%	New
2164	CPR CSU Producer Resources Fairfield, Ohio	$1.21M	+$1.18M	1	22.17%	New
2165	Kayne Anderson Capital Advisors Los Angeles, California	$1.21M	+$1.18M	1	0.01%	New
2166	IA Icon Advisers Greenwood Village, Colorado	$1.21M	+$1.21M	2	0.09%	New
2167	MC Maplelane Capital New York	$1.2M	+$1.17M	3	0.08%	New
2168	CCG Chatham Capital Group Savannah, Georgia	$1.19M	+$1.19M	3	0.58%	New
2169	RCM Roc Capital Management	$1.19M	+$1.15M	5	3.75%	New
2170	VNA VNBTrust National Association Charlottesville, Virginia	$1.17M	+$1.16M	3	0.37%	New
2171	FRM Fore Research & Management New York	$1.17M	+$1.03M	1	0.03%	New
2172	NCM Noesis Capital Mangement Boca Raton, Florida	$1.16M	+$1.21M	1	0.62%	New
2173	MG MDE Group Morristown, New Jersey	$1.15M	+$1.13M	2	0.18%	New
2174	Ariel Investments Chicago, Illinois	$1.14M	+$1.09M	4	0.02%	New
2175	CMANY Capital Management Associates (New York) New York	$1.14M	+$1.12M	2	1.86%	New