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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
2626	ASBI American State Bank (Iowa) Sioux Center, Iowa	$51M	-$271K	10	20.69%	Reduced
2627	OC Oakmont Corp Los Angeles, California	$50.8M	-$6.64M	2	10.11%	Reduced
2628	RSS Rosenblum Silverman Sutton San Francisco, California	$50.8M	-$5.14M	2	12.21%	Reduced
2629	PAIM Punch & Associates Investment Management Edina, Minnesota	$50.8M	-$1.95M	3	2.51%	Reduced
2630	LSIA LaSalle St. Investment Advisors Elmhurst, Illinois	$50.7M	+$1.89M	21	6.2%	Increased
2631	KA Kercheville Advisors San Antonio, Texas	$50.7M	-$746K	11	15.45%	Reduced
2632	HWCM Hudson Way Capital Management Dallas, Texas	$50.7M	+$47.2M	1	4.52%	New
2633	QF QVT Financial New York	$50.7M	-$3.54M	16	2.98%	Reduced
2634	SL Siren LLC Greenwich, Connecticut	$50.7M	+$5.15M	4	1.03%	Increased
2635	NME Notis-McConarty Edward	$50.7M	-$315K	7	21.9%	Reduced
2636	AWCI Alpine Woods Capital Investors Purchase, New York	$50.6M	-$31M	15	11%	Reduced
2637	SCP SailingStone Capital Partners Houston, Texas	$50.6M	-$12.4M	1	9.47%	Reduced
2638	JKA Jones Kertz & Associates Blaine, Minnesota	$50.5M	-$3.12M	7	23.27%	Reduced
2639	IC IKE Capital New York	$50.5M	-$909K	10	26.53%	Reduced
2640	MFG Magnus Financial Group New York	$50.5M	+$2.92M	19	3.57%	Increased
2641	WP Wedgewood Partners St Louis, Missouri	$50.4M	-$9.68M	1	10.4%	Reduced
2642	IA Intellus Advisors Naples, Florida	$50.4M	-$24.9M	7	6.12%	Reduced
2643	FPL Fortress Private Ledger Raleigh, North Carolina	$50.3M	+$4.99M	18	13.69%	Increased
2644	CCP Cane Capital Partners Saint Francisville, Louisiana	$50.3M	-$9.73M	15	19.89%	Reduced
2645	KIG Kennedy Investment Group West Depford, New Jersey	$50.2M	+$1.68M	8	17.03%	Increased
2646	CA CV Advisors Aventura, Florida	$50.1M	+$14.6M	9	9.25%	Increased
2647	1SP 140 Summer Partners New York	$50.1M	+$34.3M	1	3.58%	Increased
2648	CRI Commonwealth Retirement Investments Richmond, Virginia	$50.1M	-$2.83M	19	13.59%	Reduced
2649	EBWM Eagle Bluffs Wealth Management Columbia, Missouri	$50M	+$285K	6	16.71%	Increased
2650	SAM Sagewood Asset Management New York	$50M	+$7.24M	22	11.31%	Increased