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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
3001	NSB Norway Savings Bank Portland, Maine	$39.2M	+$757K	12	16.43%	Increased
3002	WCAMG Woodard & Company Asset Management Group Bermuda Run, North Carolina	$39.1M	-$1.01M	8	5.63%	Reduced
3003	HM HCEP Management Hong Kong	$39.1M	+$958K	1	63.7%	Increased
3004	CCT Capital City Trust Tallahassee, Florida	$39M	-$718K	6	8.09%	Reduced
3005	SP Stonebrook Private Northville, Michigan	$39M	+$3.04M	22	7.12%	Increased
3006	IRP Investment Research Partners Lemont, Pennsylvania	$39M	+$1.75M	16	13.19%	Increased
3007	MS Madden Securities Dallas, Texas	$38.9M	+$2.76M	7	10.82%	Increased
3008	QCM Qsemble Capital Management New York	$38.9M	-$16.9M	21	4.99%	Reduced
3009	XWL XXI Wealth LLC Chicago, Illinois	$38.8M	+$3.16M	20	17.84%	Increased
3010	BONH Bank of New Hampshire Laconia, New Hampshire	$38.8M	-$1.76M	21	8.1%	Reduced
3011	Giverny Capital Montreal, Quebec, Canada	$38.8M	-$32.6M	2	1.3%	Reduced
3012	Forum Financial Management Lombard, Illinois	$38.8M	+$4.4M	23	0.5%	Increased
3013	NAMM NorthStar Asset Management (Massachusetts) Boston, Massachusetts	$38.7M	+$4.78M	9	11.34%	Increased
3014	SCM Stonebridge Capital Management Los Angeles, California	$38.7M	-$7.72M	10	18.64%	Reduced
3015	LCM Liberty Capital Management Birmingham, Michigan	$38.7M	+$37.2M	14	6.65%	New
3016	CC Citrine Capital San Francisco, California	$38.6M	+$421K	4	14.3%	Increased
3017	NRC New Republic Capital Charlotte, North Carolina	$38.5M	+$6.98M	22	8.88%	Increased
3018	GA GFS Advisors Houston, Texas	$38.5M	-$10.5M	11	4.06%	Reduced
3019	GA Greenspring Advisors Towson, Maryland	$38.4M	+$3.71M	27	2.13%	Increased
3020	PSC Portman Square Capital London, United Kingdom	$38.4M	-$64.6M	3	1.82%	Reduced
3021	DI Decision Investments San Diego, California	$38.4M	-$2.9M	8	34.96%	Reduced
3022	SFC SYM Financial Corp Winona Lake, Indiana	$38.4M	-$1.32M	29	3.09%	Reduced
3023	IIL Income Insurance Ltd Singapore,	$38.4M	+$635K	20	22.88%	Increased
3024	LAM Lewis Asset Management Lafayette, California	$38.4M	+$1.57M	16	13.44%	Increased
3025	LIM Lagoda Investment Management New York	$38.4M	+$3.88M	4	21.09%	Increased