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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	SM Southport Management Wilson, Wyoming	$3.49M	-$6.42M	3	4.34%	Reduced
2152	BRCA Birch Run Capital Advisors Dallas, Texas	$3.48M	$0	1	0.88%	Maintained
2153	SA Strategic Advisors New York	$3.48M	-$94.2K	3	2.29%	Reduced
2154	BDF Balasa Dinverno & Foltz	$3.48M	+$202K	4	0.53%	Increased
2155	TSWM Triangle Securities Wealth Management Raleigh, North Carolina	$3.48M	-$5.64K	3	2.67%	Reduced
2156	JAM Jolley Asset Management Rocky Mount, North Carolina	$3.46M	-$3.77M	3	2.79%	Reduced
2157	AAM Autus Asset Management Scottsdale, Arizona	$3.45M	+$252K	3	1.16%	Increased
2158	GPC Glacier Peak Capital Bellevue, Washington	$3.44M	+$3.06M	2	1.9%	Increased
2159	GIA Gargoyle Investment Advisor Englewood, New Jersey	$3.42M	+$2.49M	3	1.3%	Increased
2160	Ballentine Partners Waltham, Massachusetts	$3.41M	+$53.3K	6	0.4%	Increased
2161	HAM Harber Asset Management Asheville, North Carolina	$3.4M	+$2.38M	2	2.62%	Increased
2162	NEIRG New England Investment & Retirement Group North Andover, Massachusetts	$3.4M	+$1.49M	2	1.52%	Increased
2163	CIA Covington Investment Advisors Ligonier, Pennsylvania	$3.39M	+$1.23M	4	1.96%	Increased
2164	KT Kanaly Trust Houston, Texas	$3.39M	-$574K	19	0.66%	Reduced
2165	LI Longer Investments Fayetteville, Arkansas	$3.39M	-$684K	2	2.73%	Reduced
2166	BFIM Beese Fulmer Investment Management Canton, Ohio	$3.37M	-$3.68K	3	1.09%	Reduced
2167	BHA Beech Hill Advisors New York	$3.37M	+$742K	3	1.59%	Increased
2168	Allworth Financial Folsom, California	$3.35M	-$351K	1	1.3%	Reduced
2169	CCM Condor Capital Management Martinsville, New Jersey	$3.34M	-$58.7K	2	0.93%	Reduced
2170	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$3.33M	-$38.4K	4	0.94%	Reduced
2171	ZCM Zebra Capital Management Stamford, Connecticut	$3.33M	+$109K	6	1.32%	Increased
2172	JP Jana Partners New York	$3.33M	+$3.95M	1	0.02%	New
2173	SEC Seven Eight Capital New York	$3.3M	+$1.77M	14	2.53%	Increased
2174	SAA Southeast Asset Advisors Thomasville, Georgia	$3.29M	+$16.9K	1	1.26%	Increased
2175	AO Allen Operations New York	$3.28M	-$69.2K	1	3.8%	Reduced