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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
2326	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$282K	+$280K	1	0.25%	New
2327	SCM Symons Capital Management Pittsburgh, Pennsylvania	$278K	+$280K	1	0.08%	New
2328	RCA Rex Capital Advisors Providence, Rhode Island	$276K	+$289K	1	0.22%	New
2329	KA Kerrisdale Advisers Miami, Florida	$275K	+$213K	1	0.13%	New
2330	CCM Catapult Capital Management New York	$272K	+$247K	2	0.11%	New
2331	MCA Metropolitan Capital Advisors New York	$269K	+$274K	1	0.34%	New
2332	CL CIM LLC Albany, New York	$264K	+$258K	1	0.17%	New
2333	NFGCM Norman Fields Gottscho Capital Management New York	$262K	+$261K	1	0.19%	New
2334	TAS TIFF Advisory Services Radnor, Pennsylvania	$262K	+$263K	1	0.12%	New
2335	VIM Veritas Investment Management London, United Kingdom	$260K	+$260K	3	0.17%	New
2336	FCM Ferox Capital Management London, United Kingdom	$255K	+$225K	1	0.1%	New
2337	SAM Summit Asset Management Memphis, Tennessee	$252K	+$250K	1	0.24%	New
2338	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$252K	+$250K	1	0.21%	New
2339	NIM Nexus Investment Management Toronto, Ontario, Canada	$246K	+$233K	1	0.06%	New
2340	Aristeia Capital Greenwich, Connecticut	$245K	+$205K	1	0.02%	New
2341	DLG Daniel L. Goodwin	$242K	+$236K	1	0.05%	New
2342	IFLIT Investmentaktiengesellschaft Fuer Langfristige Investoren TGV Bonn, Germany	$242K	+$241K	1	0.15%	New
2343	NCGI Next Century Growth Investors Plymouth, Minnesota	$242K	+$253K	1	0.01%	New
2344	HS Huntington Steele Oaks, Pennsylvania	$239K	+$233K	1	0.13%	New
2345	WCM Weston Capital Management Los Angeles, California	$239K	+$237K	1	0.32%	New
2346	MI Mercer Investments Boston, Massachusetts	$236K	+$234K	1	0.47%	New
2347	WCM Windward Capital Management Los Angeles, California	$235K	+$233K	1	0.09%	New
2348	DAL David A. Lorber	$225K	+$219K	1	0.79%	New
2349	ESBC E.S. Barr & Co Lexington, Kentucky	$224K	+$223K	1	0.03%	New
2350	AFIA America First Investment Advisors Omaha, Nebraska	$219K	+$215K	6	0.12%	New