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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	DCM Dinsmore Capital Management Morristown, New Jersey	$1.21M	$0	1	0.52%	Maintained
2452	TC TradeLink Capital Chicago, Illinois	$1.2M	-$647K	5	2.98%	Reduced
2453	SCM Seamans Capital Management Boston, Massachusetts	$1.19M	$0	3	3.94%	Maintained
2454	EPM Equitec Proprietary Markets Chicago, Illinois	$1.19M	-$9.6M	3	0.05%	Reduced
2455	CHP Cable Hill Partners Portland, Oregon	$1.18M	-$40.3K	23	0.92%	Reduced
2456	KA Kovack Advisors Ft. Lauderdale, Florida	$1.18M	-$105K	3	0.82%	Reduced
2457	JCM JS Capital Management New York	$1.18M	+$1.51M	1	0.2%	Increased
2458	SAM Security Asset Management New York	$1.18M	-$158K	2	1.25%	Reduced
2459	QC QCM Cayman Houston, Texas	$1.17M	+$1.39M	4	0.39%	New
2460	EAMA EFG Asset Management (Americas) Miami, Florida	$1.16M	+$1.26M	1	0.72%	New
2461	SNBOSCI Security National Bank of Sioux City Iowa Sioux City, Iowa	$1.16M	-$14.7K	2	1.36%	Reduced
2462	GWS Glassman Wealth Services Vienna, Virginia	$1.15M	-$50.7K	12	1.04%	Reduced
2463	BSB Bangor Savings Bank Bangor, Maine	$1.15M	-$2.88M	3	0.29%	Reduced
2464	HCM Highlander Capital Management Short Hills, New Jersey	$1.14M	+$77.5K	7	1.08%	Increased
2465	IAS INR Advisory Services Media, Pennsylvania	$1.14M	-$4.17K	1	0.24%	Reduced
2466	AIA AGF Investments America Toronto, Ontario, Canada	$1.13M	-$3.3M	1	0.71%	Reduced
2467	SMC Smith, Moore & Co Clayton, Missouri	$1.12M	+$23.8K	3	0.62%	Increased
2468	EAM Evanson Asset Management Carmel, California	$1.12M	-$3.21K	3	0.42%	Reduced
2469	NVIM New Vernon Investment Management Highland Park, Illinois	$1.12M	$0	1	0.88%	Maintained
2470	EA Elm Advisors Burlingame, California	$1.12M	$0	2	1.16%	Maintained
2471	FWM Focused Wealth Management Newburgh, New York	$1.11M	-$101K	19	0.71%	Reduced
2472	Prospera Financial Services Dallas, Texas	$1.11M	-$620K	3	0.28%	Reduced
2473	Simplicity Solutions Minneapolis, Minnesota	$1.11M	+$139K	3	1.2%	Increased
2474	BHMP Bardin Hill Management Partners New York	$1.1M	-$3.96M	2	0.28%	Reduced
2475	TM Tikvah Management Charlotte, North Carolina	$1.1M	$0	1	0.61%	Maintained