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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
2201	BPGAM BTG Pactual Global Asset Management Hamilton, Bermuda	$969K	+$945K	1	0.26%	New
2202	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$969K	+$984K	5	2.78%	New
2203	IFS Ifrah Financial Services Little Rock, Arkansas	$968K	+$965K	2	0.49%	New
2204	KIA King Investment Advisors Houston, Texas	$964K	+$986K	2	0.4%	New
2205	Intact Investment Management Montreal, Quebec, Canada	$963K	+$965K	3	0.05%	New
2206	RMC Regis Management Company Menlo Park, California	$963K	+$944K	1	0.32%	New
2207	OMERS Administration Corp Toronto, Ontario, Canada	$951K	+$925K	1	0.09%	New
2208	NFG Nadler Financial Group Deerfield, Illinois	$934K	+$931K	3	0.66%	New
2209	Laurion Capital Management New York	$927K	+$950K	1	0.06%	New
2210	HI Hudock Inc Williamsport, Pennsylvania	$925K	+$923K	8	1.36%	New
2211	ICAP Independence Capital Asset Partners Denver, Colorado	$922K	+$848K	2	0.16%	New
2212	BCM Beddow Capital Management Jackson, Wyoming	$916K	+$962K	2	0.3%	New
2213	AAP Ardsley Advisory Partners Stamford, Connecticut	$900K	+$703K	3	0.2%	New
2214	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$889K	+$897K	3	0.13%	New
2215	WAM Westport Asset Management Southport, Connecticut	$884K	+$879K	2	0.26%	New
2216	Caxton Associates (New York) New York	$882K	+$798K	2	0.04%	New
2217	KT Kanaly Trust Houston, Texas	$878K	+$883K	3	0.27%	New
2218	BC Barnett & Company Chattanooga, Tennessee	$874K	+$852K	1	0.48%	New
2219	SAS Sarbit Advisory Services Winnipeg, Manitoba, Canada	$872K	+$803K	1	0.14%	New
2220	KWMG King Wealth Management Group Naples, Florida	$866K	+$845K	1	0.6%	New
2221	BO Bank OZK Little Rock, Arkansas	$857K	+$840K	2	0.63%	New
2222	CK Carnick & Kubik Colorado Springs, Colorado	$843K	+$830K	2	1.04%	New
2223	HCM Hutchinson Capital Management San Rafael, California	$823K	+$817K	3	0.27%	New
2224	ACMI Amida Capital Management II New York	$817K	+$839K	2	0.2%	New
2225	FUBT First United Bank & Trust Oakland, Maryland	$808K	+$788K	1	1.09%	New