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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	AMG Advisors Management Group La Crosse, Wisconsin	$3.11M	+$27.5K	2	1.97%	Increased
2402	ACP Arrowgrass Capital Partners London, United Kingdom	$3.1M	-$26.4M	1	0.69%	Reduced
2403	NEPWA New England Private Wealth Advisors Wellesley, Massachusetts	$3.1M	+$17.1K	3	0.99%	Increased
2404	KCPG Kavar Capital Partners Group Leawood, Kansas	$3.1M	+$257K	3	1.73%	Increased
2405	PAWC P.A.W. Capital Greenwich, Connecticut	$3.09M	+$1.18M	2	3.13%	Increased
2406	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$3.08M	$0	1	0.06%	Maintained
2407	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$3.07M	+$358K	5	4.14%	Increased
2408	TCM Texan Capital Management Houston, Texas	$3.07M	+$41.8K	1	1.4%	Increased
2409	AIA Armor Investment Advisors Raleigh, North Carolina	$3.07M	+$28.5K	3	3.06%	Increased
2410	BC Banced Corp Edwardsville, Illinois	$3.05M	-$206K	3	5.57%	Reduced
2411	MSS Mitchell Sinkler & Starr Philadelphia, Pennsylvania	$3.05M	-$532K	3	4.95%	Reduced
2412	LMAM Legg Mason Asset Management Tokyo, Japan	$3.04M	+$537K	3	3.51%	Increased
2413	CCA Cobblestone Capital Advisors Rochester, New York	$3.01M	-$130K	4	0.4%	Reduced
2414	HIM Hanlon Investment Management Egg Harbor Township, New Jersey	$3M	-$294K	1	0.38%	Reduced
2415	MIM Manitou Investment Management Toronto, Ontario, Canada	$3M	+$33.9K	1	0.84%	Increased
2416	CIC Canal Insurance Company Greenville, South Carolina	$3M	-$971K	2	1.04%	Reduced
2417	CFA Cahill Financial Advisors Edina, Minnesota	$2.99M	+$261K	3	1.73%	Increased
2418	CIP Capital Insight Partners Scottsdale, Arizona	$2.99M	-$438K	2	2.71%	Reduced
2419	BRF B. Riley Financial Los Angeles, California	$2.98M	+$638K	5	1.5%	Increased
2420	ECM Exchange Capital Management Ann Arbor, Michigan	$2.98M	+$174K	3	1.08%	Increased
2421	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$2.98M	-$37.1K	37	1.63%	Reduced
2422	MFS Monetta Financial Services Wheaton, Illinois	$2.97M	-$2.39M	2	1.72%	Reduced
2423	TI Telemetry Investments New York	$2.97M	+$101K	1	1.33%	Increased
2424	WIM Westside Investment Management Santa Monica, California	$2.97M	+$1.31M	27	1.42%	Increased
2425	CI CAZ Investments Houston, Texas	$2.97M	$0	2	2.3%	Maintained