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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	OTC Opera Trading Capital Paris, France	$2.07M	-$2.21M	1	0.44%	Reduced
2427	VNA VNBTrust National Association Charlottesville, Virginia	$2.07M	+$207K	5	1.18%	Increased
2428	CCB Cutter & Co Brokerage Ballwin, Missouri	$2.07M	+$175K	7	0.9%	Increased
2429	AI ArchPoint Investors Coral Gables, Florida	$2.06M	-$189K	2	1.18%	Reduced
2430	HRT Financial New York	$2.06M	-$522K	7	1.82%	Reduced
2431	KC Kingfisher Capital Charlotte, North Carolina	$2.06M	-$646K	1	1.43%	Reduced
2432	SC Scholtz & Company Stamford, Connecticut	$2.06M	+$1.9M	1	2.13%	New
2433	BP Bandera Partners New York	$2.05M	-$1.16M	1	1.35%	Reduced
2434	RP Raiff Partners New York	$2.05M	+$1.91M	3	2.68%	New
2435	LCM Liberty Capital Management Birmingham, Michigan	$2.04M	+$544K	6	1.33%	Increased
2436	AC Argentiere Capital Zug, Switzerland	$2.04M	-$4.32M	1	1.94%	Reduced
2437	CWM Connecticut Wealth Management Farmington, Connecticut	$2.03M	+$1.97M	4	1.46%	New
2438	MCTIC MacGuire Cheswick & Tuttle Investment Counsel Darien, Connecticut	$2.03M	+$191K	3	0.46%	Increased
2439	AIM Aspen Investment Management Grand Rapids, Michigan	$2.03M	-$16K	4	1.61%	Reduced
2440	MRI Mad River Investors Boston, Massachusetts	$2.02M	-$25.7K	1	2.55%	Reduced
2441	Partners Capital Investment Group Boston, Massachusetts	$2.02M	-$186K	2	0.5%	Reduced
2442	YP Yellowstone Partners Idaho Falls, Idaho	$2.02M	-$2.25M	4	0.74%	Reduced
2443	WA WESPAC Advisors Orinda, California	$2.01M	-$569K	4	2.27%	Reduced
2444	AC Alley Company Lake Forest, Illinois	$2M	+$1.59M	2	0.89%	Increased
2445	AF Affiance Financial St. Louis Park, Minnesota	$2M	+$77.6K	2	1.63%	Increased
2446	TCM Tanaka Capital Management New York	$2M	+$70.6K	6	4.8%	Increased
2447	KAM Kazazian Asset Management Fort Lauderdale, Florida	$2M	-$86K	2	3.33%	Reduced
2448	HIP Hatteras Investment Partners Raleigh, North Carolina	$2M	-$227K	3	6.84%	Reduced
2449	PCMM Private Capital Management (Minnesota) Eagan, Minnesota	$2M	-$980K	6	2.1%	Reduced
2450	TC TradeLink Capital Chicago, Illinois	$1.99M	+$645K	8	4.89%	Increased