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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
3301	BCM Boltwood Capital Management Walnut Creek, California	$31M	+$1.57M	15	7.1%	Increased
3302	FWTB First Western Trust Bank Denver, Colorado	$31M	-$2.67M	15	1.51%	Reduced
3303	RCM Radnor Capital Management Wayne, Pennsylvania	$31M	+$915K	16	4.35%	Increased
3304	RH RFG Holdings Argyle, Texas	$31M	+$5.76M	13	6.49%	Increased
3305	OWCM One Wealth Capital Management Scottsdale, Arizona	$30.9M	+$10.6M	21	8.72%	Increased
3306	LCM Leisure Capital Management Costa Mesa, California	$30.9M	-$448	9	9.66%	Reduced
3307	DIA Dean Investment Associates Beavercreek, Ohio	$30.9M	-$18.1M	9	4.07%	Reduced
3308	BCP Blackhawk Capital Partners Thiensville, Wisconsin	$30.9M	-$3M	7	10.1%	Reduced
3309	TC TwinBeech Capital Purchase, New York	$30.9M	+$10.8M	14	5.59%	Increased
3310	FGC Financial Gravity Companies Lakeway, Texas	$30.9M	+$25.2M	26	5.01%	New
3311	VIA Virtus Investment Advisers Hartford, Connecticut	$30.8M	-$3.14M	12	7.18%	Reduced
3312	Conestoga Capital Advisors Wayne, Pennsylvania	$30.8M	-$308K	3	0.67%	Reduced
3313	SF Slagle Financial Edwardsville, Illinois	$30.8M	-$2.57M	8	9.21%	Reduced
3314	KCG Kinsale Capital Group Richmond, Virginia	$30.7M	+$3.07M	2	4.07%	Increased
3315	AMBIA Allen Mooney & Barnes Investment Advisors Thomasville, Georgia	$30.7M	+$6.14M	7	4.67%	Increased
3316	TCMP Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania	$30.7M	-$1.57M	10	5.79%	Reduced
3317	LWIC Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada	$30.7M	-$12.5M	4	2.33%	Reduced
3318	TA Tiptree Advisors New York	$30.7M	+$12.4M	5	18.96%	Increased
3319	SA Strategic Advisors New York	$30.7M	-$38.8M	12	6.71%	Reduced
3320	Aspiriant LLC Los Angeles, California	$30.7M	+$2.06M	20	0.76%	Increased
3321	WG Wellington Group Indianapolis, Indiana	$30.6M	+$2.31M	11	8.11%	Increased
3322	WI Westbourne Investments Alexandria, Virginia	$30.6M	-$3.47M	6	12.47%	Reduced
3323	SRC Sage Rhino Capital Menlo Park, California	$30.6M	+$3.9M	41	4.95%	Increased
3324	APFP Action Point Financial Planning Grand Rapids, Michigan	$30.5M	+$27.7M	79	3.1%	Increased
3325	ECM Ethos Capital Management Newtown, Pennsylvania	$30.5M	+$1.19M	7	21.71%	Increased