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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
2401	EP Elkhorn Partners Omaha, Nebraska	$40K	$0	1	0.03%	Maintained
2402	EU Emory University Atlanta, Georgia	$33K	$0	7	0.02%	Maintained
2403	LFG LifePlan Financial Group Dayton, Ohio	$32K	-$3.69K	2	0.03%	Reduced
2404	Guinness Asset Management London, United Kingdom	$31K	-$8.26K	2	0.02%	Reduced
2405	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$23.2K	+$1.4K	5	3.58%	Increased
2406	WCM Wealthcare Capital Management Richmond, Virginia	$21K	+$23	2	0%	Increased
2407	EA Ecofin Advisors London, United Kingdom	$16.1K	-$5.37M	1	0.17%	Reduced
2408	AIB Allied Irish Banks Dublin 4, Ireland	$15K	$0	1	1.33%	Maintained
2409	MIM Macroview Investment Management Bethesda, Maryland	$14K	+$8.45K	2	0.02%	Increased
2410	CIM Contravisory Investment Management Norwell, Massachusetts	$11K	$0	2	0%	Maintained
2411	CEMP Compass Efficient Model Portfolios Brentwood, Tennessee	$7K	$0	1	0.05%	Maintained
2412	EMA Efficient Market Advisors San Diego, California	$5K	-$49K	1	0%	Reduced
2413	NMLIC Northwestern Mutual Life Insurance Company Milwaukee, Wisconsin	$2K	+$1.88K	2	0%	New
2414	MUS Mitsubishi UFJ Securities Tokyo, Japan	$1K	-$1.59M	1	0%	Reduced
2415	TI TT International London, United Kingdom	$850	-$5.15K	1	1.63%	Reduced
2416	APU Alpine Partners USVI St. Thomas, U.S. Virgin Islands	$0	-$1.25M	0	–	Closed
2417	AP AlpInvest Partners Amsterdam, Netherlands	$0	-$535K	0	–	Closed
2418	AC Amiya Capital London, United Kingdom	$0	-$22.8M	0	–	Closed
2419	AM Anthion Management New York	$0	-$303K	0	–	Closed
2420	AAM Archipel Asset Management Stockholm, Sweden	$0	-$7.21M	0	–	Closed
2421	ACQC Asian Century Quest Capital New York	$0	-$14.8M	0	–	Closed
2422	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$0	-$28.7M	0	–	Closed
2423	BAM Banta Asset Management Newport Beach, California	$0	-$1.38M	0	–	Closed
2424	BWM Baystate Wealth Management Boston, Massachusetts	$0	-$191K	0	–	Closed
2425	BOS Bingham Osborn & Scarborough San Francisco, California	$0	-$206K	0	–	Closed