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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
3326	CPIA Cornell Pochily Investment Advisors Ithaca, New York	$30.5M	+$173K	12	8.2%	Increased
3327	PKC Palmer Knight Company Jacksonville, Florida	$30.4M	-$6.12M	3	11.71%	Reduced
3328	PAM PSquared Asset Management Zurich, Switzerland	$30.4M	+$29.7M	1	9.93%	New
3329	CCM Conway Capital Management Burbank, California	$30.4M	+$2.14M	3	13.53%	Increased
3330	UCM Up Capital Management Roseville, California	$30.4M	+$1.2M	2	23.52%	Increased
3331	RCA Riverview Capital Advisers Boston, Massachusetts	$30.4M	-$442K	6	8.7%	Reduced
3332	CP Clarendon Private Boston, Massachusetts	$30.3M	+$3.19M	17	19.5%	Increased
3333	MCRM Midway Capital Research & Management Chicago, Illinois	$30.3M	-$643K	11	24.1%	Reduced
3334	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$30.3M	+$54.5K	11	10.54%	Increased
3335	BAM BOS Asset Management Springfield, Illinois	$30.2M	-$2.86M	12	7.02%	Reduced
3336	NDSI Newman Dignan & Sheerar Inc Providence, Rhode Island	$30.2M	+$313K	12	5.77%	Increased
3337	CIP Castlefield Investment Partners Manchester,	$30.1M	+$3.62M	4	20.47%	Increased
3338	BFO Biltmore Family Office Charlotte, North Carolina	$30.1M	+$703K	22	3.96%	Increased
3339	CSA Cottage Street Advisors Marion, Massachusetts	$30.1M	-$505K	10	11.65%	Reduced
3340	CWS Cypress Wealth Services Palm Desert, California	$30.1M	+$643K	20	3.7%	Increased
3341	WAM Wakefield Asset Management Englewood, Colorado	$30.1M	-$3.14M	12	6.78%	Reduced
3342	BST Bath Savings Trust Bath, Maine	$30M	+$2.1M	12	3.11%	Increased
3343	MA MYDA Advisors Woodmere, New York	$30M	+$19.1M	9	4.47%	Increased
3344	MFS Monetta Financial Services Wheaton, Illinois	$30M	+$2.03M	12	20.23%	Increased
3345	VBCG Valley Brook Capital Group Venetia, Pennsylvania	$30M	+$1.65M	14	17.02%	Increased
3346	ACM Allred Capital Management Dallas, Texas	$30M	-$666K	13	9.85%	Reduced
3347	WFP Worthington Financial Partners Worthington, Ohio	$30M	-$33.5M	14	24.8%	Reduced
3348	KA Kerrisdale Advisers Miami, Florida	$30M	-$47.3M	9	7.5%	Reduced
3349	MAM McLaughlin Asset Management Danville, Illinois	$29.9M	+$3.16M	10	20.63%	Increased
3350	PWAM Private Wealth Asset Management Cedar Rapids, Iowa	$29.9M	+$1.49M	38	2.89%	Increased