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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
2726	WC Winmill & Co Walpole, New Hampshire	$47.2M	$0	1	10.46%	Maintained
2727	FIM Fruth Investment Management Houston, Texas	$47.1M	-$1.46M	9	11.21%	Reduced
2728	CP Cornerstone Planning Charlotte, North Carolina	$47.1M	-$5.05M	10	10.9%	Reduced
2729	CCG Cloverfields Capital Group Minneapolis, Minnesota	$47.1M	+$1.72M	6	14.24%	Increased
2730	AIS AM Investment Strategies Chattanooga, Tennessee	$47M	-$103K	8	9.03%	Reduced
2731	PFA Pathway Financial Advisers Auburn, Indiana	$47M	+$48.7K	13	11.84%	Increased
2732	CWM Connecticut Wealth Management Farmington, Connecticut	$47M	-$318	21	1.74%	Reduced
2733	MFA Mayflower Financial Advisors Boston, Massachusetts	$47M	+$397K	23	4.06%	Increased
2734	GP Guardian Partners Toronto, Canada	$47M	-$10.5M	17	4.24%	Reduced
2735	AFAS Acorn Financial Advisory Services Reston, Virginia	$47M	+$26.3M	10	6.23%	Increased
2736	WSA Warm Springs Advisors Larkspur, California	$47M	-$3.14M	5	32.49%	Reduced
2737	NICM Neo Ivy Capital Management New York	$47M	-$15.8M	26	10.82%	Reduced
2738	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$46.9M	+$9.56M	23	4.06%	Increased
2739	ST Somerset Trust Somerset, Pennsylvania	$46.9M	-$1.37M	15	13.25%	Reduced
2740	AAM Augustine Asset Management Jacksonville, Florida	$46.9M	-$13.1M	9	9.49%	Reduced
2741	DKAM Drummond Knight Asset Management Crows Nest, NSW, Australia	$46.8M	+$45.7M	1	8.59%	New
2742	JCFM JBR Co Financial Management Ardmore, Oklahoma	$46.8M	-$84.9K	9	17.08%	Reduced
2743	UB Umpqua Bank Lake Oswego, Oregon	$46.8M	+$42.3K	10	10.48%	Increased
2744	HCM Highview Capital Management Buffalo Grove, Illinois	$46.7M	+$11.6M	13	13.45%	Increased
2745	TBT Texas Bank & Trust Longview, Texas	$46.7M	+$1.54M	21	15.32%	Increased
2746	RAM Reflection Asset Management Isle Of Palms, South Carolina	$46.7M	+$2.89M	18	21.83%	Increased
2747	GAA Global Assets Advisory Orlando, Florida	$46.6M	+$5.2M	18	10.18%	Increased
2748	MCM Manchester Capital Management Manchester, Vermont	$46.6M	+$199K	52	6.07%	Increased
2749	LGA Lebenthal Global Advisors Hauppauge, New York	$46.6M	-$3.3M	16	6.29%	Reduced
2750	PAM Paradigm Asset Management New York	$46.6M	+$3.77M	19	9.95%	Increased