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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
3426	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$28.5M	-$142K	11	15.67%	Reduced
3427	JC JM2 Capital Edmond, Oklahoma	$28.5M	+$657K	11	19.58%	Increased
3428	Betterment LLC New York	$28.5M	+$9.4M	18	0.05%	Increased
3429	HPC Hobart Private Capital Charlotte, North Carolina	$28.4M	-$5.79M	10	4.87%	Reduced
3430	SIA SGL Investment Advisors Missoula, Montana	$28.4M	+$4.46M	13	9.79%	Increased
3431	AFG ABLE Financial Group Scottsdale, Arizona	$28.4M	+$4.35M	17	4.76%	Increased
3432	HTI Hikari Tsushin Inc Tokyo, Japan	$28.4M	-$1.31M	2	1.88%	Reduced
3433	IP Interval Partners New York	$28.3M	-$42.9M	1	0.73%	Reduced
3434	HI Hendershot Investments Centreville, Virginia	$28.3M	+$1.91M	5	3.7%	Increased
3435	ADMI Albert D. Mason Inc Boston, Massachusetts	$28.3M	-$1.51M	8	16.08%	Reduced
3436	EFG Embree Financial Group Chicago, Illinois	$28.3M	+$1.86M	15	2.83%	Increased
3437	VPW Vaquero Private Wealth Dallas, Texas	$28.3M	+$24M	14	5.82%	New
3438	SPFSPD Sava Pension Fund (Sava Penzisko Drushtvo) Skopje,	$28.3M	+$73.5M	2	7.55%	Increased
3439	CAM Clark Asset Management Stratham, New Hampshire	$28.3M	+$4.86M	20	2.22%	Increased
3440	EHWM Eads & Heald Wealth Management Atlanta, Georgia	$28.3M	-$3.81M	8	13.85%	Reduced
3441	TIM Titan Investment Management Indianapolis, Indiana	$28.3M	+$2.54M	5	20.92%	Increased
3442	PFA Plotkin Financial Advisors Chevy Chase, Maryland	$28.2M	-$1.06M	8	11.72%	Reduced
3443	IFS Ifrah Financial Services Little Rock, Arkansas	$28.2M	-$318K	20	6.89%	Reduced
3444	MPWS McCarter Private Wealth Services Boston, Massachusetts	$28.2M	-$2.23M	13	9.74%	Reduced
3445	CCM Candelo Capital Management New York	$28.2M	-$11.3M	7	17.38%	Reduced
3446	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$28.2M	-$52.6M	6	2.42%	Reduced
3447	MCG McCollum Christoferson Group Amherst, New York	$28.2M	-$1.09M	5	8.26%	Reduced
3448	LCAM Long Corridor Asset Management Hong Kong	$28.2M	+$27.4M	5	8.5%	New
3449	CIA Compass Ion Advisors Conshohocken, Pennsylvania	$28.2M	+$518K	12	2.43%	Increased
3450	RWM Revisor Wealth Management Akron, Ohio	$28.2M	+$2.17M	21	6.77%	Increased