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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	NB Nicolet Bankshares Green Bay, Wisconsin	$2.5M	-$369K	6	1.36%	Reduced
2452	RWA RGT Wealth Advisors Dallas, Texas	$2.48M	-$209K	4	1.4%	Reduced
2453	CAM Chesapeake Asset Management New York	$2.48M	-$566K	5	2.15%	Reduced
2454	NI Nuance Investments Kansas City, Missouri	$2.47M	-$4.45M	1	0.21%	Reduced
2455	Aristeia Capital Greenwich, Connecticut	$2.47M	-$4.9M	1	0.28%	Reduced
2456	Empirical Wealth Management Seattle, Washington	$2.47M	-$495K	2	0.61%	Reduced
2457	PFC Poplar Forest Capital Pasadena, California	$2.47M	$0	1	0.21%	Maintained
2458	Northeast Financial Consultants Westport, Connecticut	$2.46M	+$86.3K	4	1.1%	Increased
2459	FWC First Washington Corp Seattle, Washington	$2.45M	+$15K	1	1.35%	Increased
2460	AC Addison Capital Conshohocken, Pennsylvania	$2.45M	-$2.89K	2	2.16%	Reduced
2461	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$2.45M	+$53K	4	1.81%	Increased
2462	PIM Profit Investment Management North Bethesda, Maryland	$2.44M	-$24.7K	4	2.31%	Reduced
2463	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$2.44M	-$120K	3	0.32%	Reduced
2464	IWA Intercontinental Wealth Advisors San Antonio, Texas	$2.42M	+$342K	6	1.56%	Increased
2465	RSCM Rail-Splitter Capital Management Chicago, Illinois	$2.42M	-$9.36M	2	2.71%	Reduced
2466	PTCG Pring Turner Capital Group Alamo, California	$2.42M	+$17.5K	1	2.58%	Increased
2467	SM Sciencast Management Princeton, New Jersey	$2.4M	+$953K	7	3.27%	Increased
2468	SC Schulhoff & Co Cincinnati, Ohio	$2.39M	-$47.7K	2	1.47%	Reduced
2469	TCM Teza Capital Management Chicago, Illinois	$2.38M	+$2.32M	8	3.33%	New
2470	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$2.38M	+$2.29M	8	1.9%	New
2471	GC Grace Capital Quincy, Massachusetts	$2.37M	-$4.71M	1	1.08%	Reduced
2472	SSCM Summit Street Capital Management New York	$2.37M	-$1.21M	1	2.63%	Reduced
2473	AC Alley Company Lake Forest, Illinois	$2.36M	+$311K	2	1.04%	Increased
2474	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$2.35M	+$2.11M	6	3.98%	Increased
2475	GBT Grove Bank & Trust Miami, Florida	$2.35M	+$1.1M	17	1.79%	Increased