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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
2376	AIC Aurora Investment Counsel Atlanta, Georgia	$1.59M	+$1.39M	1	1.02%	New
2377	ACM Akanthos Capital Management Woodland Hills, California	$1.59M	+$377K	1	5.91%	Increased
2378	DSM Capital Partners Palm Beach Gardens, Florida	$1.58M	+$13.2K	1	0.03%	Increased
2379	HLA Hamilton Lane Advisors Conshohocken, Pennsylvania	$1.58M	-$271K	2	0.63%	Reduced
2380	Wealthfront Palo Alto, California	$1.58M	+$1.48M	14	0.2%	New
2381	IAM Iridian Asset Management Westport, Connecticut	$1.57M	-$974K	5	0.02%	Reduced
2382	FBT Founders Bank & Trust Grand Rapids, Michigan	$1.56M	-$642K	5	0.91%	Reduced
2383	I2I Insight 2811 Inc Chicago, Illinois	$1.56M	-$618K	2	0.66%	Reduced
2384	WM WCG Management New York	$1.53M	+$703K	1	0.59%	Increased
2385	PAAMCP Pacific Alternative Asset Management Company (PAAMCO) Irvine, California	$1.52M	+$1.41M	2	0.26%	New
2386	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$1.52M	-$97.9K	3	1.13%	Reduced
2387	MG MDE Group Morristown, New Jersey	$1.52M	-$14.7K	3	0.31%	Reduced
2388	HAM Harber Asset Management Asheville, North Carolina	$1.51M	-$6.66M	2	1.87%	Reduced
2389	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$1.51M	$0	1	0.63%	Maintained
2390	PNAA Pictet North America Advisors Geneva 73, Switzerland	$1.5M	+$211K	2	0.41%	Increased
2391	FA Fagan Associates Troy, New York	$1.49M	+$1.42M	3	1.29%	New
2392	LWM LBA Wealth Management Jacksonville, Florida	$1.49M	+$94.4K	9	1.22%	Increased
2393	PCM Perkins Capital Management Wayzata, Minnesota	$1.49M	-$384K	4	1.04%	Reduced
2394	Moneta Group Investment Advisors St Louis, Missouri	$1.47M	-$95.2K	3	0.87%	Reduced
2395	SCG Strategic Capital Group Gig Harbor, Washington	$1.47M	-$2.96M	7	0.47%	Reduced
2396	Plancorp LLC Saint Louis, Missouri	$1.46M	-$493K	5	0.99%	Reduced
2397	HH Hilltop Holdings Dallas, Texas	$1.46M	-$49.7K	4	0.73%	Reduced
2398	BBNB Baker Boyer National Bank Walla Walla, Washington	$1.45M	+$23.1K	2	2.84%	Increased
2399	MHS M Holdings Securities Portland, Oregon	$1.43M	-$1.14M	4	1.5%	Reduced
2400	CK Carnick & Kubik Colorado Springs, Colorado	$1.43M	+$400K	3	1.36%	Increased