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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
3051	BCM Barrier Capital Management San Francisco, California	$37.6M	-$4.15M	7	27.51%	Reduced
3052	MFG Menard Financial Group Houston, Texas	$37.6M	+$2.6M	8	20.47%	Increased
3053	MAM MWA Asset Management Lexington, Massachusetts	$37.6M	-$1.54M	12	16.99%	Reduced
3054	CW Channel Wealth Santa Barbara, California	$37.6M	+$1.05M	10	8.43%	Increased
3055	AT Avenir Tech Hong Kong	$37.5M	+$25M	8	5.59%	Increased
3056	CWMK Caliber Wealth Management (Kansas) Overland Park, Kansas	$37.5M	+$4.56M	16	3.62%	Increased
3057	NAG Northstar Advisory Group Northfield, New Jersey	$37.5M	-$5.56M	10	11.62%	Reduced
3058	SW SMART Wealth Omaha, Nebraska	$37.5M	+$1.22M	18	8.07%	Increased
3059	PCA Prosperity Capital Advisors Westlake, Ohio	$37.4M	-$206K	19	1.85%	Reduced
3060	ACM Aster Capital Management Dubai, United Arab Emirates	$37.4M	+$19.2M	30	7.96%	Increased
3061	WCM Weaver Capital Management Suwanee, Georgia	$37.3M	-$1.68M	11	8.21%	Reduced
3062	OL OneFund LLC Saint Petersburg, Florida	$37.2M	+$273K	29	21.12%	Increased
3063	RMP Richards, Merrill & Peterson Spokane, Washington	$37.2M	+$433K	16	11.81%	Increased
3064	ACM Accent Capital Management Centerville, Ohio	$37.2M	-$5.48M	17	16.06%	Reduced
3065	TAM Tealwood Asset Management Minneapolis, Minnesota	$37.1M	-$9.34M	11	14.26%	Reduced
3066	JWM Jeppson Wealth Management Manhattan Beach, California	$37.1M	-$467K	17	10.93%	Reduced
3067	CA Cornerstone Advisory Hunt Valley, Maryland	$37.1M	+$1.67M	20	3.08%	Increased
3068	EPM Elm Partners Management Philadelphia, Pennsylvania	$37.1M	-$3.34M	10	1.1%	Reduced
3069	WQ Wealth Quarterback Toms River, New Jersey	$37M	+$5.1M	10	11.44%	Increased
3070	BIM Brentview Investment Management Northfield, Illinois	$37M	+$3.45M	4	14.66%	Increased
3071	BCFS Butensky & Cohen Financial Security Ponte Vedra Beach, Florida	$37M	-$8.78M	5	9.15%	Reduced
3072	BSAM Blue Square Asset Management New York	$37M	+$259K	10	14.99%	Increased
3073	ACM Ashford Capital Management Wilmington, Delaware	$37M	-$10.1M	6	3.96%	Reduced
3074	FWM Focused Wealth Management Newburgh, New York	$36.9M	+$1.81M	18	3.21%	Increased
3075	CFG Cambridge Financial Group Columbus, Ohio	$36.9M	+$95.5K	3	12.84%	Increased