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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
2751	SAM Shikiar Asset Management New York	$46.5M	+$5.16M	9	11.76%	Increased
2752	MW MBL Wealth Charlotte, North Carolina	$46.5M	-$939K	28	3.17%	Reduced
2753	ECML Eagle Capital Management (Louisiana) Mandeville, Louisiana	$46.5M	-$1.01M	5	15.87%	Reduced
2754	NG Novem Group Rochester, New York	$46.5M	-$1.54M	20	4.7%	Reduced
2755	MSL Mackay Shields LLC New York	$46.5M	+$185K	1	1.56%	Increased
2756	GAMC Garner Asset Management Corp Plano, Texas	$46.4M	-$1.32M	13	15.05%	Reduced
2757	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$46.4M	-$2.19M	13	5.26%	Reduced
2758	Merewether Investment Management Dallas, Texas	$46.4M	-$22M	1	0.87%	Reduced
2759	BHPW Beverly Hills Private Wealth Beverly Hills, California	$46.3M	-$17.4M	19	8.82%	Reduced
2760	WC Westwind Capital Las Cruces, New Mexico	$46.2M	+$20.3M	15	10.94%	Increased
2761	RFA ROI Financial Advisors Beaverton, Oregon	$46.1M	+$1.82M	10	23.85%	Increased
2762	LI LHM Inc Sandy, Utah	$46M	-$7.29M	7	15.69%	Reduced
2763	EWM EPG Wealth Management Atlanta, Georgia	$45.9M	-$1.64M	15	11%	Reduced
2764	BSC Brown Shipley & Co London, United Kingdom	$45.9M	-$150K	5	23.75%	Reduced
2765	Troy Asset Management London, United Kingdom	$45.8M	-$3.45M	1	1.28%	Reduced
2766	RCA Runnymede Capital Advisors Dublin, Ohio	$45.7M	-$912K	7	27.25%	Reduced
2767	NFG Northbridge Financial Group Tampa, Florida	$45.7M	+$2.38M	10	17.52%	Increased
2768	VIA Victrix Investment Advisors Stuart, Florida	$45.7M	-$673K	12	19.16%	Reduced
2769	SP Saranac Partners London,	$45.6M	+$7.19M	9	13.31%	Increased
2770	WCM Whitener Capital Management Rocky Mount, North Carolina	$45.6M	+$1.08M	13	9.66%	Increased
2771	CA Crewe Advisors Salt Lake City, Utah	$45.6M	+$2.46M	51	3.3%	Increased
2772	EA Everpar Advisors Tulsa, Oklahoma	$45.5M	+$2.78M	25	12.94%	Increased
2773	RPWA Regent Peak Wealth Advisors Atlanta, Georgia	$45.5M	+$1.66M	22	8.42%	Increased
2774	WCMN Westchester Capital Management (Nebraska) Omaha, Nebraska	$45.5M	-$1.22M	3	8.19%	Reduced
2775	STAS Strong Tower Advisory Services Minneapolis, Minnesota	$45.4M	+$3.31M	4	8.14%	Increased