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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
3376	VGDSS VUB Generali dochodkova spravcovska spolocnost Bratislava,	$29.5M	-$830K	13	20.32%	Reduced
3377	MIM Martin Investment Management Palm Beach Gardens, Florida	$29.5M	-$1.04M	6	9.83%	Reduced
3378	SCM Steele Capital Management Dubuque, Iowa	$29.4M	+$4.79M	2	1.08%	Increased
3379	ELC Edgar Lomax Company Kingstowne, Virginia	$29.4M	-$2.45M	1	2.2%	Reduced
3380	BLC Brown, Lisle/Cummings Providence, Rhode Island	$29.4M	+$270K	39	6.6%	Increased
3381	FCMA Foresight Capital Management Advisors Saline, Michigan	$29.4M	-$1.14M	8	14.29%	Reduced
3382	BDS Banco de Sabadell Miami, Florida	$29.3M	+$1.07M	7	17.22%	Increased
3383	CE Cornerstone Enterprises Appleton, Wisconsin	$29.3M	+$4.76M	7	13.37%	Increased
3384	LA LM Advisors San Diego, California	$29.3M	+$18.5M	14	3.38%	Increased
3385	ZEP Zeno Equity Partners London, United Kingdom	$29.3M	-$2.36M	1	10.89%	Reduced
3386	LCGC Legacy Capital Group California Los Gatos, California	$29.3M	+$1.7M	23	8.83%	Increased
3387	BCFD Boit C.F. David	$29.2M	-$787K	10	12.31%	Reduced
3388	WIA Wealthedge Investment Advisors New York	$29.2M	+$2.06M	12	9.93%	Increased
3389	SP Symmetry Partners Glastonbury, Connecticut	$29.2M	+$15.2M	16	1.49%	Increased
3390	TCA Troluce Capital Advisors Dorado, Puerto Rico	$29.2M	-$40.4M	2	3%	Reduced
3391	FAM Fairtree Asset Management Bellville, Cape Town, South Africa	$29.1M	-$1.53M	6	11.16%	Reduced
3392	FFA Fortune Financial Advisors Overland Park, Kansas	$29.1M	-$994K	13	12.46%	Reduced
3393	WWM Whalen Wealth Management Las Vegas, Nevada	$29.1M	-$3.83M	23	13.09%	Reduced
3394	FNWM Financial Network Wealth Management Draper, Utah	$29.1M	+$177K	4	8.24%	Increased
3395	RIP Reliant Investment Partners Pinehurst, North Carolina	$29.1M	+$3.14M	14	19.77%	Increased
3396	UAML US Asset Management LLC Pittsburgh, Pennsylvania	$29.1M	+$1.35M	10	22.13%	Increased
3397	TCOK Trust Company of Kansas Wichita, Kansas	$29M	-$2.39M	7	14.89%	Reduced
3398	BB Berkshire Bank Pittsfield, Massachusetts	$29M	-$1.93M	11	5.53%	Reduced
3399	HZ Hixon Zuercher Findlay, Ohio	$29M	+$1.38M	6	8.51%	Increased
3400	PP Postrock Partners Overland Park, Oregon	$29M	+$230K	7	11.79%	Increased