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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
2551	Apella Capital West Hartford, Connecticut	$54.3M	-$5.19M	27	0.77%	Reduced
2552	KHCM Kirtland Hills Capital Management Bratenahl, Ohio	$54.3M	+$2.56M	17	15.45%	Increased
2553	MAM Mystic Asset Management Warwick, Rhode Island	$54.3M	-$2.2M	14	11.6%	Reduced
2554	ATS Ashton Thomas Securities Rochester, New York	$54.2M	+$5.47M	19	8%	Increased
2555	MAMHA MY.Alpha Management HK Advisors Hong Kong	$54.2M	-$19.4M	2	20.87%	Reduced
2556	LG Leuthold Group Minneapolis, Minnesota	$54.1M	+$19.6M	20	5.44%	Increased
2557	WP Westmount Partners Los Angeles, California	$54.1M	+$921K	19	11.83%	Increased
2558	ONGA O'Neil Global Advisors Los Angeles, California	$54M	+$38M	19	12.08%	Increased
2559	KFAS Keating Financial Advisory Services Manhattan, Kansas	$54M	+$2.34M	92	7.11%	Increased
2560	DFCM Dark Forest Capital Management San Juan, Puerto Rico	$53.9M	-$20.6M	31	3.48%	Reduced
2561	Miller Howard Investments Kingston, New York	$53.8M	+$63.4K	2	1.43%	Increased
2562	FMB Field & Main Bank Henderson, Kentucky	$53.8M	-$203K	17	11.1%	Reduced
2563	AGC Alden Global Capital Brandon, Florida	$53.7M	+$13.8M	1	19.72%	Increased
2564	FG Fiduciary Group Savannah, Georgia	$53.7M	+$98.3K	18	4.21%	Increased
2565	EFIC Eliot Finkel Investment Counsel Beverly Hills, California	$53.7M	-$6.54M	4	25.1%	Reduced
2566	NI Natural Investments Windsor, California	$53.7M	-$5.98M	24	11.79%	Reduced
2567	MSFS Main Street Financial Solutions Newtown, Pennsylvania	$53.6M	+$4.59M	22	3.44%	Increased
2568	BCM Brasada Capital Management Houston, Texas	$53.3M	+$5.15M	11	9.55%	Increased
2569	SDH Sloy Dahl & Holst Vancouver, Washington	$53.2M	+$308K	5	6.57%	Increased
2570	BWP BSW Wealth Partners Boulder, Colorado	$53.2M	-$2.75M	22	5.92%	Reduced
2571	Channing Capital Management Chicago, Illinois	$53.2M	-$225M	4	1.22%	Reduced
2572	AIP Arrowpoint Investment Partners Singapore	$53.2M	+$41.6M	12	11.59%	Increased
2573	UHC Union Heritage Capital Bloomfield Hills, Michigan	$53.2M	+$3.36M	6	18.02%	Increased
2574	LJCM Lee Johnson Capital Management Fort Worth, Texas	$53.1M	+$13.2M	8	16.62%	Increased
2575	ACM Arini Captial Management London, United Kingdom	$53.1M	+$45.2M	6	5.45%	New