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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
2976	OL Odyssean LLC Darien, Connecticut	$39.7M	+$13.7M	41	6.46%	Increased
2977	WAAG Wealth Alliance Advisory Group Wichita, Kansas	$39.7M	+$3.4M	11	5.75%	Increased
2978	EGA E&G Advisors Houston, Texas	$39.7M	+$423K	13	7.67%	Increased
2979	FLFS Family Legacy Financial Solutions Cary, North Carolina	$39.7M	-$2.18M	8	24.21%	Reduced
2980	JPLA Joseph P. Lucia & Associates Yorktown Heights, New York	$39.7M	+$98.2K	7	11.94%	Increased
2981	RCM RB Capital Management Reno, Nevada	$39.7M	-$12.8K	12	7.73%	Reduced
2982	CFA Capstone Financial Advisors Downers Grove, Illinois	$39.6M	+$1.95M	15	1.93%	Increased
2983	FCM Fremen Capital Management Stamford, Connecticut	$39.6M	+$6.9M	3	34.76%	Increased
2984	TIA Trust Investment Advisors Indianapolis, Indiana	$39.6M	+$431K	12	18.91%	Increased
2985	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$39.6M	+$713K	16	10.66%	Increased
2986	CA Calton & Associates Tampa, Florida	$39.5M	-$2.83M	19	5.79%	Reduced
2987	ACM Avalon Capital Management Port Of Redwood City, California	$39.5M	+$2.04M	9	9.33%	Increased
2988	MCA Martin Capital Advisors San Antonio, Texas	$39.4M	+$1.14M	12	20.66%	Increased
2989	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$39.4M	-$21.8M	9	5.59%	Reduced
2990	TSS Thomas Story & Son Culver, Indiana	$39.4M	-$9.09M	5	13.93%	Reduced
2991	PNFS PW Nova Financial Services Newtown, Pennsylvania	$39.4M	+$1.46M	13	8.45%	Increased
2992	SCM Sitrin Capital Management Century City, California	$39.4M	-$1.17M	6	17.45%	Reduced
2993	SC Sawyer & Company Boston, Massachusetts	$39.4M	-$1.58M	12	13.22%	Reduced
2994	AP Advisortrust Partners Raleigh, North Carolina	$39.3M	+$1.23M	15	13.46%	Increased
2995	OL one8zero8 LLC Greensboro, North Carolina	$39.3M	+$883K	19	7.79%	Increased
2996	HCM HMS Capital Management Nashville, Tennessee	$39.3M	-$1.39M	12	14.71%	Reduced
2997	SCM Seascape Capital Management Portsmouth, New Hampshire	$39.3M	+$9.32M	11	9.42%	Increased
2998	LF Lighthouse Financial Largo, Florida	$39.3M	+$6.91M	8	20.37%	Increased
2999	FP Fiduciary Planning Englewood, Florida	$39.2M	-$90.8K	7	10.26%	Reduced
3000	DC Diametric Capital Boston, Massachusetts	$39.2M	+$11.8M	26	4.13%	Increased