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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	SFT Simmons First Trust Pine Bluff, Arkansas	$2M	-$1.44M	1	0.63%	Reduced
2327	GCM Glynn Capital Management Menlo Park, California	$1.99M	-$8.8M	2	0.78%	Reduced
2328	SSIA Spero-Smith Investment Advisers Cleveland, Ohio	$1.98M	-$47.3K	1	2.35%	Reduced
2329	Altimeter Capital Management Boston, Massachusetts	$1.97M	$0	1	0.2%	Maintained
2330	VCP Vista Capital Partners Portland, Oregon	$1.97M	-$531K	2	0.68%	Reduced
2331	SCM Siphron Capital Management Beverly Hills, California	$1.96M	-$429K	6	3.43%	Reduced
2332	Savant Capital Rockford, Illinois	$1.96M	+$9.8K	4	0.91%	Increased
2333	NAM Needelman Asset Management Ladera Ranch, California	$1.94M	-$23.2K	2	6.3%	Reduced
2334	TCM Tradewinds Capital Management Bellingham, Washington	$1.93M	-$252K	14	1.58%	Reduced
2335	CFA Capstone Financial Advisors Downers Grove, Illinois	$1.93M	-$86.5K	2	1.18%	Reduced
2336	CG Clinton Group New York	$1.92M	-$1.39M	4	0.71%	Reduced
2337	MP Manifold Partners San Francisco, California	$1.88M	-$1.69M	1	1.24%	Reduced
2338	AIM Aspen Investment Management Grand Rapids, Michigan	$1.87M	+$6.24K	3	1.19%	Increased
2339	TAM Telluride Asset Management Wayzata, Minnesota	$1.87M	+$1.03M	5	1.57%	Increased
2340	HCM Hengehold Capital Management Cincinnati, Ohio	$1.87M	-$2.1M	1	0.63%	Reduced
2341	FTI Fiduciary Trust International Lincoln, Massachusetts	$1.86M	+$334K	2	0.53%	Increased
2342	EP Edgestream Partners Princeton, New Jersey	$1.86M	+$1.38M	2	1.98%	Increased
2343	PVWM Point View Wealth Management Summit, New Jersey	$1.85M	+$28.2K	3	1.69%	Increased
2344	WMC Westwood Management Corporation Chicago, Illinois	$1.85M	-$8.3M	2	0.32%	Reduced
2345	CP Cinque Partners Los Angeles, California	$1.82M	+$1.76M	1	0.99%	New
2346	Homrich & Berg Atlanta, Georgia	$1.82M	-$913K	2	0.24%	Reduced
2347	FHC First Heartland Consultants Lake St. Louis, Missouri	$1.82M	-$28.8K	5	0.89%	Reduced
2348	BPCM Beach Point Capital Management Santa Monica, California	$1.81M	-$7.43M	1	0.38%	Reduced
2349	JMFC J.M. Forbes & Co Boston, Massachusetts	$1.81M	-$286K	4	0.47%	Reduced
2350	MAA Mraz Amerine & Associates Modesto, California	$1.8M	-$37.9K	4	0.75%	Reduced