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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	CCM CWH Capital Management Spokane, Washington	$2.1M	-$11.5K	1	1.24%	Reduced
2402	FAM Formidable Asset Management Cincinnati, Ohio	$2.1M	+$21	10	1.34%	Increased
2403	PHK Point72 Hong Kong Hong Kong	$2.1M	+$1.62M	4	4.07%	Increased
2404	HW Hedeker Wealth Lincolnshire, Illinois	$2.08M	-$8.75K	3	1.68%	Reduced
2405	BMM Buffington Mohr McNeal Boise, Idaho	$2.08M	-$463K	2	1.16%	Reduced
2406	SSIA Spero-Smith Investment Advisers Cleveland, Ohio	$2.07M	-$17.3K	1	2.36%	Reduced
2407	NCM Newgate Capital Management Greenwich, Connecticut	$2.07M	-$1.67M	2	1.53%	Reduced
2408	GCM Glynn Capital Management Menlo Park, California	$2.07M	$0	2	0.66%	Maintained
2409	LCM Leisure Capital Management Costa Mesa, California	$2.06M	-$31.3K	2	2.03%	Reduced
2410	ECM Empirical Capital Management Hendersonville, Tennessee	$2.06M	$0	1	1.88%	Maintained
2411	EFEM Eos Focused Equity Management New York	$2.06M	$0	1	1.79%	Maintained
2412	ACM Axel Capital Management New York	$2.05M	$0	1	1.44%	Maintained
2413	NewEdge Advisors New Orleans, Louisiana	$2.04M	+$30.6K	1	1.73%	Increased
2414	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$2.04M	-$1.05M	3	1.33%	Reduced
2415	CFA Camarda Financial Advisors Fleming Island, Florida	$2.04M	-$611K	6	1.13%	Reduced
2416	SEC Seven Eight Capital New York	$2.02M	-$2.04M	14	2.39%	Reduced
2417	QCM Quadrant Capital Management Fairfield, New Jersey	$2.02M	-$18.8K	1	1.73%	Reduced
2418	TC TradeLink Capital Chicago, Illinois	$2.01M	+$41.4K	6	2.99%	Increased
2419	SMM Stadion Money Management Watkinsville, Georgia	$2M	-$707K	3	0.1%	Reduced
2420	VST Van Strum & Towne San Francisco, California	$2M	-$33.1K	3	1.23%	Reduced
2421	MBT Montecito Bank & Trust Santa Barbara, California	$2M	$0	4	0.99%	Maintained
2422	WI Wedgewood Investors Erie, Pennsylvania	$1.99M	$0	3	1.9%	Maintained
2423	LSCM LaSalle Street Capital Management Chicago, Illinois	$1.99M	$0	2	1.94%	Maintained
2424	B Bellecapital Zurich, Switzerland	$1.99M	+$67.9K	2	2.54%	Increased
2425	FWSM First Wilshire Securities Management Pasadena, California	$1.99M	+$155K	2	0.45%	Increased