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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
3401	MA MW Advisory Atlanta, Georgia	$29M	+$25.5M	16	11.58%	New
3402	RF Rossby Financial Melbourne, Florida	$28.9M	+$1.54M	65	5.29%	Increased
3403	CMT Capital Markets Trading Frankfurt, Germany	$28.9M	-$22.4M	19	0.25%	Reduced
3404	SLFPAM St. Louis Financial Planners Asset Management Chesterfield, Missouri	$28.9M	+$4.93M	5	15.43%	Increased
3405	TA TKG Advisors Valparaiso, Indiana	$28.9M	-$2.52M	8	10.05%	Reduced
3406	BHA Beech Hill Advisors New York	$28.9M	-$6.1M	6	12.77%	Reduced
3407	PFT Providence First Trust Scottsdale, Arizona	$28.9M	+$2.79M	13	8.07%	Increased
3408	SIAG Safeguard Investment Advisory Group Corona, California	$28.8M	+$2.02M	15	6.66%	Increased
3409	HNWAG High Net Worth Advisory Group Naples, Florida	$28.8M	+$1.71M	12	6.13%	Increased
3410	SFO Stokes Family Office New Orleans, Louisiana	$28.8M	-$2.65M	14	3.36%	Reduced
3411	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$28.8M	+$3.51M	14	3.69%	Increased
3412	Empyrean Capital Partners Los Angeles, California	$28.8M	$0	1	0.95%	Maintained
3413	AIM Aigen Investment Management New York	$28.8M	-$3.76M	26	7.88%	Reduced
3414	KFS Kaizen Financial Strategies Campbell, California	$28.8M	-$460K	14	9.36%	Reduced
3415	HEM Henson-Edgewater Management Avon, Ohio	$28.8M	+$375K	6	14.99%	Increased
3416	PTFIS Pekao Towarzystwo Funduszy Inwestycyjnych SA Warsaw,	$28.7M	+$3.83M	16	18.25%	Increased
3417	CCIA Cherry Creek Investment Advisors Englewood, Colorado	$28.7M	+$1.01M	10	11.3%	Increased
3418	JFA JNBA Financial Advisors Bloomington, Minnesota	$28.7M	+$559K	40	2.17%	Increased
3419	AOWM Alpha Omega Wealth Management Richmond, Virginia	$28.7M	-$6.03M	11	4.37%	Reduced
3420	MA Modus Advisors Excelsior, Minnesota	$28.6M	-$272K	9	7.07%	Reduced
3421	AA ABC Arbitrage Paris, France	$28.6M	+$3.59M	8	3.09%	Increased
3422	KHCM Kettle Hill Capital Management New York	$28.6M	-$33.4M	2	7.04%	Reduced
3423	DC DeDora Capital Napa, California	$28.6M	-$410K	12	6.21%	Reduced
3424	ACM Aubrey Capital Management Edinburgh, United Kingdom	$28.6M	+$9.38M	7	17.91%	Increased
3425	MCM McDonough Capital Management Orlando, Florida	$28.5M	+$1.15M	4	14.27%	Increased