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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
2676	AWM Activest Wealth Management Aventure, Florida	$48.9M	-$19.7M	52	9.45%	Reduced
2677	PWS Precision Wealth Strategies Saint Louis, Missouri	$48.9M	+$11.6M	14	14.74%	Increased
2678	SFP Shepherd Financial Partners Winchester, Massachusetts	$48.8M	+$474K	13	4.01%	Increased
2679	CCM Campbell Capital Management Miami, Florida	$48.8M	+$505K	3	17.51%	Increased
2680	AWM Avaii Wealth Management Appleton, Wisconsin	$48.8M	+$57.8K	14	14.33%	Increased
2681	NCM NCM Capital Management Ramsey, New Jersey	$48.8M	+$2.4M	10	15.03%	Increased
2682	VMMC V.M. Manning & Co Greenville, South Carolina	$48.7M	+$49.4M	4	41.78%	New
2683	YL YCG LLC Austin, Texas	$48.7M	+$3.2M	1	4.29%	Increased
2684	PCTC Perkins Coie Trust Company Seattle, Washington	$48.7M	-$1.08M	15	8.07%	Reduced
2685	AT American Trust Lexington, Kentucky	$48.7M	+$661K	25	3.75%	Increased
2686	HIMS Hager Investment Management Services New London, New Hampshire	$48.7M	-$2.27M	24	22.38%	Reduced
2687	CFM Capricorn Fund Managers London, United Kingdom	$48.6M	+$41.3M	7	3.83%	Increased
2688	XSC X-Square Capital Guaynabo, Puerto Rico	$48.6M	-$7.89M	10	12.33%	Reduced
2689	AI Axecap Investments Mason, Ohio	$48.6M	-$4.15M	11	26.87%	Reduced
2690	LOM LTS One Management New York	$48.6M	-$7.4M	4	19.37%	Reduced
2691	VB Value Base Tel Aviv, Israel	$48.6M	+$26.4K	1	29.92%	Increased
2692	VDBMI Van Den Berg Management I Austin, Texas	$48.5M	-$19.1M	5	10.25%	Reduced
2693	MA MJP Associates Farmington, Connecticut	$48.5M	+$4.79M	23	5.3%	Increased
2694	MCC Malaga Cove Capital Pv Estates, California	$48.2M	-$1.37M	15	15.36%	Reduced
2695	SFGP Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania	$48.2M	-$2.29M	16	3.66%	Reduced
2696	GDP Great Diamond Partners Portland, Maine	$48.2M	-$172K	20	8.29%	Reduced
2697	BL BWCP LP Dallas, Texas	$48.2M	-$27.8M	2	6.88%	Reduced
2698	HW HORAN Wealth Cincinnati, Ohio	$48.2M	-$10.8M	14	6.02%	Reduced
2699	FC Fusion Capital Mt. Pleasant, South Carolina	$48.1M	-$967K	9	11.18%	Reduced
2700	AFS Aft Forsyth & Sober Valrico, Florida	$48.1M	-$14.1M	5	15.04%	Reduced