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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	GBA Garrison Bradford & Associates New York	$1.74M	-$523K	2	1.62%	Reduced
2377	NEIRG New England Investment & Retirement Group North Andover, Massachusetts	$1.74M	+$413K	1	0.94%	Increased
2378	CAIMH Central Asset Investments & Management Holdings Hong Kong	$1.72M	+$1.18M	2	1.19%	Increased
2379	MA Minerva Advisors Bala Cynwyd, Pennsylvania	$1.69M	$0	2	0.96%	Maintained
2380	AF Aldebaran Financial	$1.69M	+$890K	2	1.33%	Increased
2381	HLA Hamilton Lane Advisors Conshohocken, Pennsylvania	$1.68M	-$141K	1	0.51%	Reduced
2382	FA Fagan Associates Troy, New York	$1.67M	+$21K	3	1.43%	Increased
2383	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$1.64M	+$54.4K	3	1.13%	Increased
2384	CL CIM LLC Albany, New York	$1.64M	+$109K	3	0.83%	Increased
2385	ACS Archford Capital Strategies Swansea, Illinois	$1.64M	-$168K	20	1.27%	Reduced
2386	ACM Arrow Capital Management New York	$1.61M	+$1.51M	1	0.88%	New
2387	CMANY Capital Management Associates (New York) New York	$1.6M	-$54.7K	3	2.34%	Reduced
2388	FBT Founders Bank & Trust Grand Rapids, Michigan	$1.6M	-$64.1K	5	0.89%	Reduced
2389	EM Excalibur Management Waltham, Massachusetts	$1.59M	+$122K	3	1.66%	Increased
2390	MC Miles Capital West Des Moines, Iowa	$1.58M	-$394K	2	0.8%	Reduced
2391	BC Beaconlight Capital New York	$1.57M	+$1.3M	1	1.35%	New
2392	LCP Longhorn Capital Partners Dallas, Texas	$1.57M	-$1.03M	1	0.64%	Reduced
2393	CK Carnick & Kubik Colorado Springs, Colorado	$1.55M	+$58.4K	3	1.55%	Increased
2394	CPR CSU Producer Resources Fairfield, Ohio	$1.54M	$0	1	14.37%	Maintained
2395	APCM Arbiter Partners Capital Management New York	$1.54M	-$4.7M	1	0.15%	Reduced
2396	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$1.54M	+$130K	5	0.28%	Increased
2397	SEC Seven Eight Capital New York	$1.54M	-$3.77M	11	1.48%	Reduced
2398	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$1.53M	$0	1	0.58%	Maintained
2399	FPA Fieldpoint Private Advisors New York	$1.52M	-$240K	1	0.92%	Reduced
2400	SCP Sandhill Capital Partners Buffalo, New York	$1.51M	+$39.9K	2	0.55%	Increased