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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
3201	Plancorp LLC Saint Louis, Missouri	$33.4M	+$2.38M	18	0.82%	Increased
3202	HFM Hartford Funds Management Wayne, Pennsylvania	$33.4M	+$4.07M	10	2.67%	Increased
3203	NIA NIA Impact Advisors Berkeley, California	$33.4M	-$1.42M	11	13.84%	Reduced
3204	RWA Roberts Wealth Advisors Palo Alto, California	$33.3M	+$1.59M	11	7.57%	Increased
3205	HRC Hoertkorn Richard Charles	$33.3M	+$213K	4	22.33%	Increased
3206	RFA Register Financial Advisors Atlanta, Georgia	$33.3M	-$251K	21	10.21%	Reduced
3207	1WCM 12 West Capital Management New York	$33.3M	+$19.8M	2	6.22%	Increased
3208	FWP Falcon Wealth Planning Ontario, California	$33.2M	-$48.4K	19	2.1%	Reduced
3209	EFG Ethos Financial Group King Of Prussia, Pennsylvania	$33.2M	+$2.82M	20	2.22%	Increased
3210	ANRF Adams Natural Resources Fund Baltimore, Maryland	$33.2M	$0	2	4.35%	Maintained
3211	OWM Orca Wealth Management New Port Richey, Florida	$33.2M	+$201K	10	19.9%	Increased
3212	CWA CM Wealth Advisors Beachwood, Ohio	$33.1M	+$341K	14	5.97%	Increased
3213	WCM Westerly Capital Management San Francisco, California	$33.1M	-$45.1M	4	6.11%	Reduced
3214	Potomac Fund Management Miami, Florida	$33.1M	-$1.02M	8	0.83%	Reduced
3215	MCA Magnolia Capital Advisors Jackson, Mississippi	$33.1M	+$902K	21	5.68%	Increased
3216	AF AGP Franklin Franklin, Tennessee	$33.1M	-$1.33M	7	14.33%	Reduced
3217	WA WP Advisors San Francisco, California	$33.1M	-$5.75M	8	8%	Reduced
3218	KCPT Kingstone Capital Partners Texas Frisco, Texas	$33M	-$864K	5	17.6%	Reduced
3219	YAVAPFMC Yahav Achim Ve Achayot - Provident Funds Management Company Tel-Aviv, Israel	$33M	+$11.7M	8	22.96%	Increased
3220	Simon Quick Advisors Morristown, New Jersey	$33M	+$1.73M	22	1.33%	Increased
3221	GSP Grafton Street Partners North Palm Beach, Florida	$32.9M	-$2.52M	1	18.17%	Reduced
3222	WH Willner & Heller Encino, California	$32.9M	-$2.23M	16	20.59%	Reduced
3223	HPCM Hunter Perkins Capital Management Lombard, Illinois	$32.9M	-$3.31M	5	7.37%	Reduced
3224	TCM Tandem Capital Management Woodcliff Lake, New Jersey	$32.8M	-$1.83M	12	13.81%	Reduced
3225	SMA Seven Mile Advisory Ewing, New Jersey	$32.8M	-$1.6M	17	22.05%	Reduced