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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
3151	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$34.9M	+$2.71M	16	5.83%	Increased
3152	CAM Crown Advisors Management Larkspur, California	$34.8M	-$3.81M	4	19.13%	Reduced
3153	PA Probity Advisors Dallas, Texas	$34.8M	-$2.33M	14	4.98%	Reduced
3154	FZCM Flynn Zito Capital Management Garden City, New York	$34.8M	-$1.76M	11	9.46%	Reduced
3155	PP Patron Partners Houston, Texas	$34.8M	+$1.68M	16	13.36%	Increased
3156	BFA Buttonwood Financial Advisors Baltimore, Maryland	$34.8M	-$1.34M	9	10.57%	Reduced
3157	MIM Merrion Investment Management Cranford, New Jersey	$34.7M	-$1.35M	7	16.44%	Reduced
3158	AFM Abbot Financial Management Andover, Massachusetts	$34.7M	-$1.01M	8	11.85%	Reduced
3159	CWWM Clear Wave Wealth Management Red Bank, New Jersey	$34.7M	+$1.74M	24	6.41%	Increased
3160	DWP Destiny Wealth Partners Tavares, Florida	$34.7M	-$16M	4	4.89%	Reduced
3161	FIA FNY Investment Advisers New York	$34.6M	+$6.45M	50	12.45%	Increased
3162	RWM Redstone Wealth Management Oklahoma City, Oklahoma	$34.6M	-$6.55M	4	22.61%	Reduced
3163	7CM 7G Capital Management New York	$34.6M	-$15.2M	1	15.84%	Reduced
3164	BFF Byrne Financial Freedom Franklin, Massachusetts	$34.6M	+$1.79M	11	13.51%	Increased
3165	RCG Regatta Capital Group El Segundo, California	$34.6M	-$2.15M	15	4.65%	Reduced
3166	PFG Prosperity Financial Group San Ramon, California	$34.5M	-$1.38M	14	10.7%	Reduced
3167	RW Rockport Wealth Fairview Park, Ohio	$34.5M	-$1.85M	4	5.8%	Reduced
3168	PWP Precedent Wealth Partners Houston, Texas	$34.5M	+$4.34M	10	5.73%	Increased
3169	FBC Fairfield, Bush & Co Darien, Connecticut	$34.4M	-$2.08M	7	16.93%	Reduced
3170	FC FACT Capital New York	$34.4M	+$567K	4	19.33%	Increased
3171	GCC Game Creek Capital Boston, Massachusetts	$34.4M	-$16.4M	4	12.13%	Reduced
3172	MSA Marathon Strategic Advisors Pittsburgh, Pennsylvania	$34.3M	+$5M	3	19.37%	Increased
3173	Foster Group West Des Moines, Iowa	$34.3M	+$5.14M	25	0.91%	Increased
3174	NIM Nexus Investment Management Toronto, Ontario, Canada	$34.3M	-$7.1M	2	4.47%	Reduced
3175	Aristeia Capital Greenwich, Connecticut	$34.3M	+$24.9M	3	0.45%	Increased