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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	FIM Friedberg Investment Management Houston, Texas	$3.06M	-$2.25K	1	1.18%	Reduced
2202	PCM Princeton Capital Management Red Bank, New Jersey	$3.06M	-$74.8K	3	2.78%	Reduced
2203	PH Pinnacle Holdings Tulsa, Oklahoma	$3.06M	+$506K	2	0.79%	Increased
2204	AC Addison Capital Conshohocken, Pennsylvania	$3.04M	-$514K	2	2.68%	Reduced
2205	HCA Harbour Capital Advisors Tysons Corner, Virginia	$3.04M	+$693K	4	2.52%	Increased
2206	SAM Shamrock Asset Management Dallas, Texas	$3.04M	-$61.6K	3	1.14%	Reduced
2207	TFA Toth Financial Advisory Leesburg, Virginia	$3.03M	+$80.6K	3	1.14%	Increased
2208	FCCM First City Capital Management Savannah, Georgia	$3.03M	-$134K	10	2.17%	Reduced
2209	WA Winfield Associates Cleveland, Ohio	$3.02M	-$596K	4	2.25%	Reduced
2210	DIS Diversified Investment Strategies Baton Rouge, Louisiana	$3.02M	-$199K	3	2.51%	Reduced
2211	IAM Integre Asset Management New York	$3M	+$120K	1	0.63%	Increased
2212	RCM Riverpark Capital Management New York	$2.99M	-$2.13M	1	2.02%	Reduced
2213	CCM Connective Capital Management Palo Alto, California	$2.98M	+$836K	2	4.48%	Increased
2214	HT HighTower Trust Houston, Texas	$2.96M	-$730K	2	0.44%	Reduced
2215	FIM Fernwood Investment Management Quincy, Massachusetts	$2.94M	-$341K	3	2.53%	Reduced
2216	AIM Assured Investment Management New York	$2.93M	+$3.47M	1	0.05%	New
2217	MIM Midwest Investment Management Cleveland, Ohio	$2.91M	+$9.94K	1	2.17%	Increased
2218	BG Bollard Group Boston, Massachusetts	$2.88M	+$149K	7	0.27%	Increased
2219	BACM Blue Arrow Capital Management New York	$2.87M	+$2.86M	1	0.31%	New
2220	MMM Mendel Money Management Northbrook, Illinois	$2.86M	+$2.79M	2	2.8%	New
2221	RHFI Reilly Herbert Faulkner III	$2.85M	+$6.61K	1	2.8%	Increased
2222	VBCP Vollero Beach Capital Partners New York	$2.85M	+$2.89M	1	0.42%	New
2223	LA Leonetti & Associates Buffalo Grove, Illinois	$2.85M	+$3.77K	1	0.91%	Increased
2224	SAM Solaris Asset Management New York	$2.83M	+$3.35K	3	1.89%	Increased
2225	NES New England Securities New York	$2.83M	-$1.29M	32	0.99%	Reduced