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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
2501	JWBC J.W. Burns & Co Dewitt, New York	$56.3M	+$3.86M	14	5.86%	Increased
2502	SICM Sustainable Insight Capital Management New York	$56.2M	-$7.61M	10	24.12%	Reduced
2503	AF Ally Financial Detroit, Michigan	$56.2M	-$3.65M	5	7.25%	Reduced
2504	PCA Providence Capital Advisors Charlotte, North Carolina	$56.2M	-$13.3M	18	8.5%	Reduced
2505	HNB Hilltop National Bank Casper, Wyoming	$56.1M	-$461K	34	11.99%	Reduced
2506	IP Ignite Planners San Clemente, California	$56.1M	+$3M	19	7.7%	Increased
2507	ML McAdam LLC Philadelphia, Pennsylvania	$56.1M	+$5.23M	35	2.17%	Increased
2508	DLCIG D.L. Carlson Investment Group Concord, New Hampshire	$56.1M	+$3.33M	10	8.93%	Increased
2509	IFM ION Fund Management Herzliya,	$56M	-$40.2M	3	3.55%	Reduced
2510	SIC Shoker Investment Counsel Oxford, Ohio	$56M	-$2.79M	11	14.07%	Reduced
2511	RWM RBA Wealth Management Newport Beach, California	$56M	-$12.7M	9	20.56%	Reduced
2512	BCC Bridge City Capital Lake Oswego, Oregon	$56M	-$17M	7	12.78%	Reduced
2513	ML Maniro Ltd Nassau,	$55.9M	+$29.4M	4	12.54%	Increased
2514	Partners Capital Investment Group Boston, Massachusetts	$55.9M	-$3.84M	8	1.97%	Reduced
2515	FAG Fortitude Advisory Group Gig Harbor, Washington	$55.8M	-$5.61M	22	21.3%	Reduced
2516	TVWM Tower View Wealth Management Shorewood, Wisconsin	$55.6M	-$1.69M	14	24.46%	Reduced
2517	BCM Bourgeon Capital Management Darien, Connecticut	$55.6M	-$35.2M	8	8.19%	Reduced
2518	SC Sagefield Capital Dallas, Texas	$55.6M	+$16.1M	3	4.12%	Increased
2519	MCM Mattern Capital Management Lakewood, Colorado	$55.6M	-$1.12M	9	6.49%	Reduced
2520	BWP Burling Wealth Partners Chicago, Illinois	$55.5M	+$4.44M	15	8.12%	Increased
2521	DAC Dutch Asset Corp Selkirk, New York	$55.5M	-$3.63M	18	27.6%	Reduced
2522	CNB Camden National Bank Camden, Maine	$55.4M	-$1.45M	14	7.22%	Reduced
2523	NC NewSquare Capital Newtown Square, Pennsylvania	$55.4M	+$4.35M	17	4.09%	Increased
2524	ICP Impact Capital Partners Greenwood Village, Colorado	$55.3M	+$2.37M	25	15.1%	Increased
2525	AGM Aragon Global Management Miami, Florida	$55.2M	+$26.8M	4	20.92%	Increased