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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
2351	LPC Loeb Partners Corp New York	$1.8M	-$454K	2	0.6%	Reduced
2352	WMC Westwood Management Corporation Chicago, Illinois	$1.79M	-$158K	2	0.32%	Reduced
2353	T TradeWorx Red Bank, New Jersey	$1.79M	-$3.26M	6	2.36%	Reduced
2354	AIC Aurora Investment Counsel Atlanta, Georgia	$1.78M	-$687K	1	1.17%	Reduced
2355	HI Hudock Inc Williamsport, Pennsylvania	$1.76M	-$123K	9	1.09%	Reduced
2356	CL CIM LLC Albany, New York	$1.76M	+$80K	4	0.87%	Increased
2357	AIM Acuity Investment Management Toronto, Ontario, Canada	$1.76M	-$307K	8	1.35%	Reduced
2358	CCC Cincinnati Casualty Company Fairfield, Ohio	$1.75M	-$1.3M	1	1.93%	Reduced
2359	PFA Paradigm Financial Advisors Des Peres, Missouri	$1.74M	-$1.23M	2	1.48%	Reduced
2360	GC Grace Capital Quincy, Massachusetts	$1.72M	+$813K	1	0.49%	Increased
2361	SCP Sandhill Capital Partners Buffalo, New York	$1.72M	+$136K	2	0.61%	Increased
2362	JCG JHL Capital Group Chicago, Illinois	$1.72M	+$1.74M	1	0.09%	New
2363	SignatureFD Atlanta, Georgia	$1.72M	-$142K	9	0.56%	Reduced
2364	EM Excalibur Management Waltham, Massachusetts	$1.71M	$0	3	1.76%	Maintained
2365	BMC Benin Management Corp Wilton, Connecticut	$1.69M	-$78.8K	4	0.87%	Reduced
2366	BHMP Bardin Hill Management Partners New York	$1.68M	-$877K	1	0.12%	Reduced
2367	AWA Arete Wealth Advisors Chicago, Illinois	$1.67M	-$175K	1	1.26%	Reduced
2368	AC Alexandria Capital Arlington, Virginia	$1.66M	-$32K	10	0.73%	Reduced
2369	DMC Drexel Morgan & Co Radnor, Pennsylvania	$1.66M	-$410K	2	2.02%	Reduced
2370	SNS Financial Group Minneapolis, Minnesota	$1.62M	-$260K	2	0.53%	Reduced
2371	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$1.62M	-$37.8M	4	0.17%	Reduced
2372	AC Argentiere Capital Zug, Switzerland	$1.62M	+$546K	1	0.72%	Increased
2373	AWS Aris Wealth Services State College, Pennsylvania	$1.61M	+$118K	2	2%	Increased
2374	CPP Crow Point Partners Boston, Massachusetts	$1.61M	+$830K	5	0.21%	Increased
2375	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$1.59M	-$25.8K	3	1.1%	Reduced