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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
3351	PIP Peachtree Investment Partners Indian River Shores,, Florida	$29.9M	+$13.2M	12	9.59%	Increased
3352	S Steadtrust Allen, Texas	$29.9M	-$622K	9	15.13%	Reduced
3353	PAM PVG Asset Management Golden, Colorado	$29.9M	-$187K	10	17.27%	Reduced
3354	DIM Delta Investment Management San Francisco, California	$29.9M	+$658K	24	4.92%	Increased
3355	BAM Byrne Asset Management Kingston, New Jersey	$29.9M	-$1.8M	25	16.13%	Reduced
3356	JAM JW Asset Management Miami Beach, Florida	$29.8M	+$2.51M	4	9.33%	Increased
3357	DOA D'Orazio & Associates Falls Church, Virginia	$29.8M	+$1.36M	19	3.45%	Increased
3358	LWM Liberty Wealth Management Oakland, California	$29.8M	$0	12	3.73%	Maintained
3359	CPC Congress Park Capital Saratoga Springs, New York	$29.8M	-$1.82M	9	8.05%	Reduced
3360	FI Fosun International Hong Kong, China	$29.8M	+$11.8M	14	6.68%	Increased
3361	CFP Comprehensive Financial Planning East Petersburg, Pennsylvania	$29.8M	+$3.57M	21	15.88%	Increased
3362	BFA Blueprint Financial Advisors Greensboto, North Carolina	$29.7M	+$11.6M	2	3.3%	Increased
3363	AAMA Advanced Asset Management Advisors Dublin, Ohio	$29.7M	-$8.38M	5	7.82%	Reduced
3364	CCC Compass Capital Corp Braintree, Massachusetts	$29.7M	+$5.08M	15	9.67%	Increased
3365	CCM Collar Capital Management Appleton, Wisconsin	$29.7M	-$11.1M	5	17.51%	Reduced
3366	CPA Cardiff Park Advisors Carlsbad, California	$29.7M	-$12.7M	14	2.3%	Reduced
3367	SMA Sage Mountain Advisors Atlanta, Georgia	$29.7M	+$3.63M	12	1.82%	Increased
3368	RCA Ranch Capital Advisors Sarasota, Florida	$29.7M	+$1.74M	11	9.39%	Increased
3369	SGWP Sun Group Wealth Partners Irvine, California	$29.7M	+$2.29M	9	20.23%	Increased
3370	PK Pflug Koory Omaha, Nebraska	$29.6M	-$533K	19	11.83%	Reduced
3371	TSMHT Thurston Springer Miller Herd & Titak Indianapolis, Indiana	$29.6M	+$3.02M	46	10.77%	Increased
3372	CC Clearwave Capital Upland, California	$29.6M	+$2.83M	16	16.32%	Increased
3373	HSM H Squared Management New York	$29.5M	+$2.06M	2	18.89%	Increased
3374	FAN Financial Advisors Network Tustin, California	$29.5M	+$1.17M	16	3.62%	Increased
3375	BCM Bienville Capital Management New York	$29.5M	-$9.91M	7	3.93%	Reduced