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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
2176	FNYS First New York Securities New York	$1.13M	+$1.09M	5	0.42%	New
2177	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$1.11M	+$1.14M	1	0.8%	New
2178	PIP Palisades Investment Partners Santa Monica, California	$1.1M	+$1.11M	1	1.09%	New
2179	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$1.09M	+$1.09M	3	0.88%	New
2180	LOM Loeb Offshore Management New York	$1.09M	+$1.07M	2	0.56%	New
2181	ACM American Capital Management New York	$1.06M	+$1.08M	1	0.16%	New
2182	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$1.04M	+$1.06M	3	0.37%	New
2183	ACM Antonetti Capital Management Naples, Florida	$1.04M	+$1.04M	12	1.14%	New
2184	EEG E.E. Geduld	$1.04M	+$992K	3	0.74%	New
2185	SAM Sage Asset Management New York	$1.04M	+$803K	1	1.3%	New
2186	SI Standard Investments New York	$1.04M	+$1.01M	1	0.14%	New
2187	GA GFS Advisors Houston, Texas	$1.03M	+$965K	2	0.6%	New
2188	SCP Sandhill Capital Partners Buffalo, New York	$1.03M	+$1.01M	2	0.51%	New
2189	PAA Peregrine Asset Advisers Portland, Oregon	$1.02M	+$1.03M	3	1.05%	New
2190	SC Schulhoff & Co Cincinnati, Ohio	$1.02M	+$1.01M	2	0.77%	New
2191	ZCM Zebra Capital Management Stamford, Connecticut	$1M	+$968K	3	0.83%	New
2192	HH Hilltop Holdings Dallas, Texas	$1M	+$1.03M	2	0.68%	New
2193	HCM Highlander Capital Management Short Hills, New Jersey	$1M	+$1.03M	7	1.06%	New
2194	FHC First Heartland Consultants Lake St. Louis, Missouri	$999K	+$926K	2	0.58%	New
2195	KCM KSA Capital Management Morristown, New Jersey	$993K	+$968K	1	0.45%	New
2196	VOAM Vertex One Asset Management Vancouver, British Columbia, Canada	$993K	+$968K	1	0.17%	New
2197	MBT Montecito Bank & Trust Santa Barbara, California	$991K	+$988K	3	0.67%	New
2198	GPC Glacier Peak Capital Bellevue, Washington	$987K	+$963K	2	1%	New
2199	LGC Laurel Grove Capital Los Angeles, California	$977K	+$958K	2	0.7%	New
2200	AAM Autus Asset Management Scottsdale, Arizona	$976K	+$961K	2	0.44%	New