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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
2251	CC Casablanca Capital New York	$2.45M	-$227K	1	0.99%	Reduced
2252	NEAM New England Asset Management Farmington, Connecticut	$2.45M	-$64.9K	1	0.06%	Reduced
2253	CASB Cape Ann Savings Bank Glocuster, Massachusetts	$2.44M	-$21.3K	4	4.01%	Reduced
2254	SAA Southeast Asset Advisors Thomasville, Georgia	$2.41M	-$37.2K	1	0.93%	Reduced
2255	BT Bankers Trust Des Moines, Iowa	$2.41M	-$1.18M	2	1.54%	Reduced
2256	CII CR Intrinsic Investors Stamford, Connecticut	$2.39M	-$17.3M	1	0.09%	Reduced
2257	LAM Lapides Asset Management Greenwich, Connecticut	$2.39M	$0	1	0.33%	Maintained
2258	RMSCM R.M. Sincerbeaux Capital Management New York	$2.38M	+$264K	2	2.35%	Increased
2259	TSWM Triangle Securities Wealth Management Raleigh, North Carolina	$2.38M	-$126K	3	2.14%	Reduced
2260	KCPG Kavar Capital Partners Group Leawood, Kansas	$2.38M	-$22K	16	1.97%	Reduced
2261	PH Pinnacle Holdings Tulsa, Oklahoma	$2.37M	+$113K	2	0.66%	Increased
2262	PAWC P.A.W. Capital Greenwich, Connecticut	$2.37M	-$972K	2	2.33%	Reduced
2263	AGAM Avalon Global Asset Management San Francisco, California	$2.37M	$0	1	1.58%	Maintained
2264	1CM 1492 Capital Management Milwaukee, Wisconsin	$2.37M	+$881K	2	1.17%	Increased
2265	PAM Peninsula Asset Management Bradenton, Florida	$2.37M	-$22.1K	1	1.93%	Reduced
2266	CFA Cahill Financial Advisors Edina, Minnesota	$2.36M	-$26.5K	3	2.01%	Reduced
2267	PFA Paradigm Financial Advisors Des Peres, Missouri	$2.35M	+$113K	5	2.16%	Increased
2268	GGPE Golden Gate Private Equity San Francisco, California	$2.33M	+$519K	1	0.52%	Increased
2269	ACMI Amida Capital Management II New York	$2.33M	+$405K	3	2.47%	Increased
2270	JIC Joel Isaacson & Co New York	$2.33M	-$9.74K	14	0.78%	Reduced
2271	HOAM Halcyon Offshore Asset Management New York	$2.32M	+$2.45M	2	0.23%	New
2272	MIM Miller Investment Management West Conshohocken, Pennsylvania	$2.32M	$0	2	1.3%	Maintained
2273	CP Camelot Portfolios Maumee, Ohio	$2.31M	+$24.7K	3	1.56%	Increased
2274	PIP Palisades Investment Partners Santa Monica, California	$2.31M	$0	2	2.5%	Maintained
2275	TIA Tiemann Investment Advisors Menlo Park, California	$2.3M	+$166K	4	2.58%	Increased