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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
2526	GEA Glen Eagle Advisors Kingston, New Jersey	$55.2M	-$980K	30	6.96%	Reduced
2527	GCA Greenwood Capital Associates Greenwood, South Carolina	$55.1M	-$19.2M	15	5.41%	Reduced
2528	UI Untitled Investments New York	$55.1M	-$12.9M	3	21.43%	Reduced
2529	SI Symmetry Investments St Helier, Jersey	$55.1M	-$21.5M	26	3.72%	Reduced
2530	S Storgate Dallas, Texas	$55M	+$40.1M	26	11.41%	Increased
2531	ACA Atlas Capital Advisors Jackson, Wyoming	$55M	-$5.4M	40	6.02%	Reduced
2532	BIP Wealth Atlanta, Georgia	$55M	+$14.6M	25	1.56%	Increased
2533	NB NBT Bank Norwich, New York	$54.9M	-$2.17M	35	3.64%	Reduced
2534	AIC Ayalon Insurance Company Ramat Gan, Israel	$54.9M	+$26.3M	3	6.73%	Increased
2535	CFS CRA Financial Services Northfield, New Jersey	$54.7M	+$1.79M	16	6.31%	Increased
2536	TGY2IT Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida	$54.7M	-$6.29M	18	10.73%	Reduced
2537	AWM Adams Wealth Management Logan, Utah	$54.6M	-$4.15M	13	10.45%	Reduced
2538	S Sunpointe St. Louis, Missouri	$54.6M	+$1.71M	20	15.5%	Increased
2539	MWM Maridea Wealth Management Brooklyn, New York	$54.5M	+$852K	24	5.9%	Increased
2540	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$54.5M	+$12.9M	34	2.86%	Increased
2541	WA Waddell & Associates Memphis, Tennessee	$54.5M	+$5.65M	26	2.7%	Increased
2542	BWA Basecamp Wealth Advisors Bellevue, Washington	$54.5M	+$423K	69	10.15%	Increased
2543	GITFIT Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) Warsaw, Poland	$54.5M	-$14.5M	13	21.89%	Reduced
2544	RP Rowlandmiller & Partners Atlanta, Georgia	$54.5M	-$1.12M	11	9.93%	Reduced
2545	HFM Hartford Financial Management Hartford, Connecticut	$54.5M	-$4.53M	19	12.15%	Reduced
2546	EMB Elefante Mark B	$54.4M	+$4.36M	6	23.44%	Increased
2547	LB Legacy Bridge West Des Moines, Iowa	$54.4M	+$251K	24	16.8%	Increased
2548	CFIA Cantor Fitzgerald Investment Advisors New York	$54.4M	-$19.9M	11	3.67%	Reduced
2549	SH SeaTown Holdings Singapore	$54.4M	-$14.7M	5	32.67%	Reduced
2550	Catalyst Capital Advisors Huntington, New York	$54.4M	+$120K	28	0.9%	Increased