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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
2451	GEM Global Endowment Management Charlotte, North Carolina	$1.08M	$0	4	0.17%	Maintained
2452	DR Davis Rea Toronto, Ontario, Canada	$1.08M	-$6.43K	1	0.72%	Reduced
2453	CAS CTC Alternative Strategies Chicago, Illinois	$1.08M	-$2.06M	6	1.97%	Reduced
2454	HCM Highlander Capital Management Short Hills, New Jersey	$1.07M	+$67.7K	5	1.01%	Increased
2455	Plancorp LLC Saint Louis, Missouri	$1.07M	+$833K	3	1.12%	Increased
2456	FUBT First United Bank & Trust Oakland, Maryland	$1.05M	-$205K	1	1.08%	Reduced
2457	EGA Emerging Global Advisors New York	$1.05M	+$493K	4	0.36%	Increased
2458	Apollo Management Holdings New York	$1.05M	$0	1	0.01%	Maintained
2459	DCM Dinsmore Capital Management Morristown, New Jersey	$1.05M	$0	1	0.41%	Maintained
2460	Pure Financial Advisors San Diego, California	$1.05M	-$17.4K	1	0.39%	Reduced
2461	ACM Argonaut Capital Management New York	$1.04M	+$1.02M	1	1.42%	New
2462	ACM Avalon Capital Management Port Of Redwood City, California	$1.04M	-$1.49M	1	0.87%	Reduced
2463	JA JLB & Associates Plymouth, Michigan	$1.04M	$0	1	0.37%	Maintained
2464	SMG Spectrum Management Group Indianapolis, Indiana	$1.04M	+$8.41K	1	0.64%	Increased
2465	Prospera Financial Services Dallas, Texas	$1.04M	-$502K	3	0.28%	Reduced
2466	CCB Cutter & Co Brokerage Ballwin, Missouri	$1.03M	-$1.89K	2	0.4%	Reduced
2467	LPU Lansdowne Partners (UK) London, United Kingdom	$1.03M	+$1M	1	0.01%	New
2468	DIP DT Investment Partners Chadds Ford, Pennsylvania	$1.02M	+$254K	3	0.33%	Increased
2469	GAM Gemmer Asset Management Walnut Creek, California	$1.02M	-$13.1K	45	0.73%	Reduced
2470	FIG Fusion Investment Group Pittsburgh, Pennsylvania	$1.02M	-$19.4K	5	0.88%	Reduced
2471	NYLT New York Life Trust New York	$1.01M	+$172K	8	4.19%	Increased
2472	SCM Siphron Capital Management Beverly Hills, California	$1M	-$14.4K	6	3.36%	Reduced
2473	FA FCG Advisors Chatham, New Jersey	$997K	+$709K	2	0.66%	Increased
2474	Zevenbergen Capital Investments Edmonds, Washington	$995K	-$34.4K	1	0.04%	Reduced
2475	NIM NuWave Investment Management Parsippany, New Jersey	$991K	-$1.13M	13	2.84%	Reduced