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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
2901	BPMC Buckland Partners Management Co Harrison, New York	$41.5M	-$82K	10	20.34%	Reduced
2902	IF Intrua Financial Houston, Texas	$41.5M	-$1.82M	21	3.8%	Reduced
2903	BA Birinyi Associates Westport, Connecticut	$41.5M	+$2.82M	9	9.81%	Increased
2904	MWVC Morgens Waterfall Vintiadis & Co New York	$41.5M	+$7.2M	5	31.6%	Increased
2905	DI Dalton Investments Las Vegas, Nevada	$41.4M	+$32.5K	2	37.35%	Increased
2906	FCT First Community Trust Dubuque, Iowa	$41.3M	+$1.01M	21	18.67%	Increased
2907	AGAM AK Global Asset Management Oakland, California	$41.3M	+$38.5M	4	35%	Increased
2908	SMC Smith, Moore & Co Clayton, Missouri	$41.3M	-$288K	24	2.68%	Reduced
2909	ISB Iowa State Bank Urbandale, Iowa	$41.3M	+$3.15M	8	6.9%	Increased
2910	MAM Montanaro Asset Management London, United Kingdom	$41.3M	-$16M	3	13.02%	Reduced
2911	SWA SOA Wealth Advisors New York	$41.3M	+$66.6M	42	6.94%	Increased
2912	CFCI Comprehensive Financial Consultants Institutional Bloomington, Indiana	$41.3M	-$2.78M	14	10.91%	Reduced
2913	AWM Aviso Wealth Management Bellevue, Washington	$41.2M	-$279K	14	14.05%	Reduced
2914	HAM Harber Asset Management Asheville, North Carolina	$41.1M	-$14.1M	9	24.73%	Reduced
2915	FPW Fairvoy Private Wealth Birmingham, Alabama	$41.1M	+$3.79M	21	8.31%	Increased
2916	CWM CMH Wealth Management Portsmouth, New Hampshire	$41.1M	+$277K	4	6.27%	Increased
2917	Akuna Securities Chicago, Illinois	$41.1M	+$1.88M	3	0.11%	Increased
2918	SDJVC St. Denis J. Villere & Co New Orleans, Louisiana	$41.1M	-$23.9M	4	4.91%	Reduced
2919	GIP Greatmark Investment Partners Columbus, Georgia	$41.1M	+$263K	6	4.53%	Increased
2920	BFA Bill Few Associates Pittsburgh, Pennsylvania	$41.1M	+$890K	15	8.73%	Increased
2921	MC Machina Capital Paris, France	$41M	+$5.19M	15	6.5%	Increased
2922	OBWG Onyx Bridge Wealth Group Tarrytown, New York	$41M	+$1.87M	18	3.69%	Increased
2923	PPA Pacific Point Advisors Rancho Santa Fe, California	$41M	+$3.29M	18	18.74%	Increased
2924	WWM Wolff Wiese Magana Carslbad, California	$41M	+$686K	48	18.86%	Increased
2925	PWM Parkway Wealth Management Plano, Texas	$41M	-$54K	10	4.73%	Reduced