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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	MIM Manitou Investment Management Toronto, Ontario, Canada	$2.77M	+$53.5K	1	0.82%	Increased
2402	AAIM American Assets Investment Management San Diego, California	$2.77M	$0	2	0.59%	Maintained
2403	CIM Contrarius Investment Management St. Helier, Jersey	$2.76M	-$23.1M	2	0.21%	Reduced
2404	NG Northstar Group New York	$2.76M	+$7.26K	2	1.9%	Increased
2405	GEM Global Endowment Management Charlotte, North Carolina	$2.76M	+$1.23M	7	0.43%	Increased
2406	ACP Aveo Capital Partners Englewood, Colorado	$2.75M	+$2.64M	4	0.79%	New
2407	KCPG Kavar Capital Partners Group Leawood, Kansas	$2.75M	-$165K	3	1.74%	Reduced
2408	CASB Cape Ann Savings Bank Glocuster, Massachusetts	$2.74M	-$50.6K	4	3.84%	Reduced
2409	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$2.73M	+$117K	36	2.29%	Increased
2410	SHCM Stokes & Hubbell Capital Management New Orleans, Louisiana	$2.73M	+$11.5K	2	1.06%	Increased
2411	SP Steelhead Partners Seattle, Washington	$2.73M	-$380K	1	0.27%	Reduced
2412	Accredited Investors Edina, Minnesota	$2.72M	-$296K	3	0.7%	Reduced
2413	TI Telemetry Investments New York	$2.71M	-$489K	1	1.53%	Reduced
2414	Modera Wealth Management Westwood, New Jersey	$2.7M	-$27K	2	0.91%	Reduced
2415	PSAMP P. Schoenfeld Asset Management (PSAM) New York	$2.7M	+$2.52M	1	0.29%	New
2416	SWA Sutton Wealth Advisors Tampa, Florida	$2.69M	+$2.54K	41	2.41%	Increased
2417	PAS Partnervest Advisory Services Santa Barbara, California	$2.68M	-$73.2K	6	1.24%	Reduced
2418	LF Lee Financial Dallas, Texas	$2.68M	+$2.64M	11	1.5%	New
2419	NEPWA New England Private Wealth Advisors Wellesley, Massachusetts	$2.68M	+$8.55K	3	0.93%	Increased
2420	WSC Wellington Shields & Co New York	$2.68M	+$254K	5	1.4%	Increased
2421	CL CIM LLC Albany, New York	$2.67M	+$186K	6	1.34%	Increased
2422	FAN Financial Advisors Network Tustin, California	$2.66M	+$2.6M	18	2.26%	New
2423	CAS Cue Advisory Services Phoenix, Arizona	$2.64M	+$25.2K	5	2.14%	Increased
2424	KSCM Kamunting Street Capital Management Miami Beach, Florida	$2.64M	+$518K	1	2.16%	Increased
2425	MVA Mount Vernon Associates Baltimore, Maryland	$2.64M	$0	2	5.18%	Maintained