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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
2651	PIA Prakash Investment Advisors Andover, Massachusetts	$50M	+$8.06M	18	28.72%	Increased
2652	Scharf Investments Los Gatos, California	$49.9M	+$43M	5	1.65%	Increased
2653	LPCM Lynwood Price Capital Management Austin, Texas	$49.8M	+$5.48M	2	24.07%	Increased
2654	Maple Rock Capital Partners Toronto, Ontario, Canada	$49.8M	-$190M	2	0.98%	Reduced
2655	OCM Ogborne Capital Management San Francisco, California	$49.8M	+$36M	3	17.34%	Increased
2656	ERWM Elk River Wealth Management Denver, Colorado	$49.7M	-$3.28M	7	7.93%	Reduced
2657	WCMNY Westchester Capital Management (New York) Valhalla, New York	$49.7M	+$24.8M	1	2.43%	Increased
2658	AB Atlas Brown Louisville, Kentucky	$49.7M	-$368K	17	13.34%	Reduced
2659	ACM AlphaStar Capital Management Cornelius, North Carolina	$49.6M	-$5.29M	7	3.16%	Reduced
2660	CRI Colonial River Investments Midlothian, Virginia	$49.6M	+$890K	24	14.11%	Increased
2661	GCM Gibraltar Capital Management Tulsa, Oklahoma	$49.6M	+$324K	7	7.63%	Increased
2662	CFO CVA Family Office Denver, Colorado	$49.6M	+$194K	66	4.49%	Increased
2663	FWA FSM Wealth Advisors Cleveland, Ohio	$49.6M	+$6.61M	25	5.28%	Increased
2664	SCA Sage Capital Advisors Sioux Falls, South Dakota	$49.6M	+$5.03M	9	10.28%	Increased
2665	LT Legacy Trust Grand Rapids, Michigan	$49.5M	-$11M	14	8.75%	Reduced
2666	BF bLong Financial Memphis, Tennessee	$49.4M	+$52.3K	9	32.16%	Increased
2667	EL EWA LLC Pittsbugh, Pennsylvania	$49.2M	+$1.19M	29	8.98%	Increased
2668	AA Armis Advisers Atlanta, Georgia	$49.2M	+$1.98M	22	4.52%	Increased
2669	A Argentarii Cincinnati, Ohio	$49.2M	+$1.98M	12	14.84%	Increased
2670	GJWM Gilliland Jeter Wealth Management Little Rock, Arkansas	$49.2M	+$462K	10	12.89%	Increased
2671	VWM VCI Wealth Management St Louis, Missouri	$49.2M	+$5.32M	9	12.33%	Increased
2672	PCOTEOTHU Provident Company of the Employees of the Hebrew University Jerusalem, Israel	$49.1M	+$34.5M	4	37.56%	Increased
2673	TC TFR Capital Plano, Texas	$49.1M	-$2.86M	14	13.83%	Reduced
2674	TWM TRB Wealth Management Houston, Texas	$49.1M	-$959K	28	6.53%	Reduced
2675	DAMU Deltroit Asset Management (UK) London,	$49M	-$38.9M	2	7.06%	Reduced