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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	CMANY Capital Management Associates (New York) New York	$1.24M	-$2.92K	2	1.89%	Reduced
2177	NCM Newland Capital Management New York	$1.22M	-$3.02M	1	1.56%	Reduced
2178	ACM American Capital Management New York	$1.2M	-$7.29K	1	0.16%	Reduced
2179	RIA Regal Investment Advisors Kentwood, Michigan	$1.2M	-$793K	18	0.7%	Reduced
2180	ZCM Zebra Capital Management Stamford, Connecticut	$1.2M	+$154K	4	0.94%	Increased
2181	VNA VNBTrust National Association Charlottesville, Virginia	$1.19M	-$43.8K	4	0.42%	Reduced
2182	DSM Capital Partners Palm Beach Gardens, Florida	$1.19M	+$509K	1	0.03%	Increased
2183	SC Schulhoff & Co Cincinnati, Ohio	$1.18M	+$174K	2	0.85%	Increased
2184	JT Jump Trading Chicago, Illinois	$1.17M	+$1.05M	5	0.18%	Increased
2185	MS Madison Scottsdale Scottsdale, Arizona	$1.17M	-$267K	4	1.12%	Reduced
2186	CCP Centaur Capital Partners Southlake, Texas	$1.15M	-$739K	1	0.99%	Reduced
2187	CPR CSU Producer Resources Fairfield, Ohio	$1.15M	$0	1	19.83%	Maintained
2188	Kayne Anderson Capital Advisors Los Angeles, California	$1.15M	$0	1	0.01%	Maintained
2189	SWM Strategic Wealth Management Kirkland, Washington	$1.14M	+$1.14M	1	1.25%	New
2190	Cannell & Spears New York	$1.14M	+$592K	2	0.15%	Increased
2191	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$1.12M	-$76.4K	2	0.88%	Reduced
2192	CCM Coe Capital Management Highland Park, Illinois	$1.11M	-$15.8M	2	0.74%	Reduced
2193	FWM Focused Wealth Management Newburgh, New York	$1.11M	+$1.1M	18	1.06%	New
2194	KT Kanaly Trust Houston, Texas	$1.11M	+$176K	4	0.32%	Increased
2195	ACM Antonetti Capital Management Naples, Florida	$1.09M	-$3.33K	11	1.11%	Reduced
2196	BCM Basso Capital Management Stamford, Connecticut	$1.08M	-$623K	2	0.19%	Reduced
2197	KIG Kessler Investment Group Columbus, Indiana	$1.07M	+$1.03M	2	2.93%	New
2198	TCM Texan Capital Management Houston, Texas	$1.06M	-$898K	2	0.51%	Reduced
2199	CCM Catapult Capital Management New York	$1.06M	+$763K	2	0.13%	Increased
2200	SCP Sandhill Capital Partners Buffalo, New York	$1.05M	+$1.5K	2	0.47%	Increased