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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
3226	FFG Fiduciary Financial Group San Rafael, California	$32.8M	+$939K	15	3.72%	Increased
3227	FRM Fox Run Management Greenwich, Connecticut	$32.8M	-$4.68M	47	5.44%	Reduced
3228	AAM AR Asset Management West Hollywood, California	$32.8M	+$1.07M	8	6.01%	Increased
3229	DAM Draper Asset Management Smithtown, New York	$32.8M	+$120K	2	16.6%	Increased
3230	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$32.8M	+$8.31M	7	16.19%	Increased
3231	PWA Pitcairn Wealth Advisors Conshohocken, Pennsylvania	$32.8M	-$1.82M	21	3.59%	Reduced
3232	GWM Goldenstone Wealth Management El Dorado Hills, California	$32.8M	-$79.1K	11	21.42%	Reduced
3233	VEM Vann Equity Management Plano, Texas	$32.8M	+$2.1M	18	19.89%	Increased
3234	OCM Ovata Capital Management Hong Kong	$32.8M	-$52.1M	3	2.46%	Reduced
3235	ACM Alamar Capital Management Santa Barbara, California	$32.7M	-$5.11M	7	16.55%	Reduced
3236	SAM S.A. Mason Holland, Michigan	$32.7M	-$36.8K	15	10.04%	Reduced
3237	BBWA Bell & Brown Wealth Advisors Newport Beach, California	$32.7M	-$1.83M	6	9.9%	Reduced
3238	CTC Cetera Trust Company St. Paul, Minnesota	$32.7M	-$402K	27	16.38%	Reduced
3239	OIA Oakmont Investment Advisors Pittsburgh, Pennsylvania	$32.6M	-$2.28M	10	22.65%	Reduced
3240	MCM Militia Capital Management Austin, Texas	$32.6M	-$17.3M	9	0.97%	Reduced
3241	AG AmeriFlex Group Las Vegas, Nevada	$32.6M	+$792K	51	13.32%	Increased
3242	GPFA Game Plan Financial Advisors Westlake, Ohio	$32.6M	-$874K	27	12.1%	Reduced
3243	Capital Markets Trading (UK) London, United Kingdom	$32.6M	+$15.5M	13	0.31%	Increased
3244	IA Icon Advisers Greenwood Village, Colorado	$32.6M	+$162K	9	6.12%	Increased
3245	OC Oarsman Capital Milwaukee, Wisconsin	$32.5M	-$519K	13	3.44%	Reduced
3246	EIP Easterly Investment Partners Beverly, Massachusetts	$32.4M	+$3.24M	9	1.65%	Increased
3247	JWM JPL Wealth Management Highlands Ranch, Colorado	$32.4M	-$1.74M	65	6.43%	Reduced
3248	KMWM Keudell/Morrison Wealth Management Salem, Oregon	$32.3M	+$402K	18	6.11%	Increased
3249	EWA Evolution Wealth Advisors Aventura, Florida	$32.3M	+$4.72M	14	3.78%	Increased
3250	CC Cederberg Capital London, United Kingdom	$32.3M	-$24.4M	1	32.2%	Reduced