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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
2426	CIM Contravisory Investment Management Norwell, Massachusetts	$1.21M	+$685K	6	0.24%	Increased
2427	MSTVIM Messner & Smith Theme Value Investment Management San Diego, California	$1.21M	+$245K	1	1.82%	Increased
2428	SH Scepter Holdings Fort Worth, Texas	$1.2M	-$479K	1	0.26%	Reduced
2429	CL CIM LLC Albany, New York	$1.19M	+$832K	3	0.64%	Increased
2430	SMC Smith, Moore & Co Clayton, Missouri	$1.19M	-$11.2K	3	0.71%	Reduced
2431	Cannell & Spears New York	$1.19M	-$87.2K	2	0.15%	Reduced
2432	WIC Water Island Capital New York	$1.19M	-$2.78M	1	0.04%	Reduced
2433	VNA VNBTrust National Association Charlottesville, Virginia	$1.19M	-$144K	4	0.58%	Reduced
2434	TM TigerShark Management New York	$1.18M	+$1.13M	1	0.82%	New
2435	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$1.18M	-$5.71K	4	3.19%	Reduced
2436	AWS Aris Wealth Services State College, Pennsylvania	$1.18M	+$35.4K	2	1.72%	Increased
2437	SWM Strategic Wealth Management Kirkland, Washington	$1.17M	-$43.5K	1	1.09%	Reduced
2438	MBT Montecito Bank & Trust Santa Barbara, California	$1.17M	+$28.6K	3	0.74%	Increased
2439	TM Tikvah Management Charlotte, North Carolina	$1.16M	+$1.11M	1	0.86%	New
2440	WAM Westport Asset Management Southport, Connecticut	$1.16M	$0	2	0.4%	Maintained
2441	BCM Basso Capital Management Stamford, Connecticut	$1.14M	+$745K	2	0.21%	Increased
2442	EA Elm Advisors Burlingame, California	$1.13M	-$49.7K	2	1.08%	Reduced
2443	CL CPWM LLC Seattle, Washington	$1.12M	+$319K	1	0.43%	Increased
2444	LCM Levitt Capital Management Boca Raton, Florida	$1.11M	-$105K	1	1.05%	Reduced
2445	EAM Evanson Asset Management Carmel, California	$1.09M	-$35.9K	3	0.48%	Reduced
2446	LGC Laurel Grove Capital Los Angeles, California	$1.09M	-$46.5K	2	0.65%	Reduced
2447	KFA Kelleher Financial Advisors New York	$1.08M	-$3.78K	4	0.59%	Reduced
2448	Harvard Management Company Boston, Massachusetts	$1.08M	+$1.03M	1	0.11%	New
2449	SMG Spectrum Management Group Indianapolis, Indiana	$1.07M	-$1.51K	1	0.75%	Reduced
2450	YP Yellowstone Partners Idaho Falls, Idaho	$1.07M	+$421K	3	0.67%	Increased