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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	FWM Focused Wealth Management Newburgh, New York	$1.58M	+$43.6K	20	1.21%	Increased
2377	Gradient Investments Arden Hills, Minnesota	$1.57M	+$543K	9	0.28%	Increased
2378	CMANY Capital Management Associates (New York) New York	$1.57M	$0	3	2.36%	Maintained
2379	FI FCM Investments Dallas, Texas	$1.56M	-$2.4M	5	0.71%	Reduced
2380	Cannell & Spears New York	$1.55M	+$47.6K	2	0.19%	Increased
2381	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$1.53M	$0	1	5.41%	Maintained
2382	MBT Montecito Bank & Trust Santa Barbara, California	$1.52M	+$48.7K	3	0.92%	Increased
2383	FBT Founders Bank & Trust Grand Rapids, Michigan	$1.51M	-$64.2K	5	0.85%	Reduced
2384	TCB Texas Capital Bancshares Dallas, Texas	$1.5M	+$33.1K	4	0.86%	Increased
2385	ARGA Investment Management Stamford, Connecticut	$1.5M	+$1.34M	1	0.47%	Increased
2386	TMC Trellus Management Company Delray Beach, Florida	$1.5M	-$535K	1	1.27%	Reduced
2387	Brookstone Capital Management Wheaton, Illinois	$1.48M	+$1.02M	3	0.28%	Increased
2388	LCP Longhorn Capital Partners Dallas, Texas	$1.48M	$0	1	0.61%	Maintained
2389	BRCM Bright Rock Capital Management Hanover, Massachusetts	$1.48M	+$461K	2	0.63%	Increased
2390	EGA E&G Advisors Houston, Texas	$1.47M	+$71.1K	3	0.95%	Increased
2391	FPC Falcon Point Capital San Francisco, California	$1.47M	+$250K	1	1.24%	Increased
2392	AT Acadia Trust Portland, Maine	$1.47M	-$396K	3	0.53%	Reduced
2393	FIG Fortress Investment Group New York	$1.47M	-$21.1M	1	0.02%	Reduced
2394	NEAM New England Asset Management Farmington, Connecticut	$1.47M	-$1.69M	2	0.04%	Reduced
2395	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$1.46M	-$181K	6	0.22%	Reduced
2396	RU RobecoSam USA New York	$1.45M	-$700K	3	1.6%	Reduced
2397	ICP Indus Capital Partners New York	$1.44M	+$1.61M	1	0.14%	New
2398	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$1.43M	-$47K	3	0.17%	Reduced
2399	JC JBF Capital Aspen, Colorado	$1.42M	$0	1	0.21%	Maintained
2400	CCM Crossvault Capital Management San Antonio, Texas	$1.41M	+$25.4K	2	1.33%	Increased