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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
3501	SRL Scientech Research LLC Jersey City, New Jersey	$27M	+$17M	27	21.91%	Increased
3502	ONSWM Old North State Wealth Management Wilmington, North Carolina	$27M	-$481K	8	11.52%	Reduced
3503	GCA Gradient Capital Advisors San Diego, California	$27M	-$1.68M	10	6.25%	Reduced
3504	UWS Unique Wealth Strategies Burr Ridge, Illinois	$27M	-$1.64M	18	9.8%	Reduced
3505	KCM Kerusso Capital Management Winston Salem, North Carolina	$27M	+$10.4M	4	9.82%	Increased
3506	EPW Evergreen Private Wealth Greenwood Village, Colorado	$26.9M	-$1.57M	4	9.96%	Reduced
3507	ALC Alexander Labrunerie & Co Columbia, Missouri	$26.9M	-$90.2K	7	9.44%	Reduced
3508	BDPWM Barnes Dennig Private Wealth Management Cincinnati, Ohio	$26.9M	-$470K	25	21.51%	Reduced
3509	FAL Focused Alpha LLC Denver, Colorado	$26.9M	+$2.75M	20	6.89%	Increased
3510	EIA Eastover Investment Advisors Charlotte, North Carolina	$26.9M	-$907K	2	10.59%	Reduced
3511	HC Hourglass Capital Houston, Texas	$26.9M	-$750K	4	5.29%	Reduced
3512	FOA Five Oceans Advisors Santa Monica, California	$26.9M	+$1.38M	22	8.63%	Increased
3513	MAM Mirabaud Asset Management London, United Kingdom	$26.8M	-$13M	9	22.32%	Reduced
3514	PIWA Prevail Innovative Wealth Advisors Leawood, Kansas	$26.8M	-$36.4M	11	3.99%	Reduced
3515	GEM Global Endowment Management Charlotte, North Carolina	$26.8M	-$1.04M	3	2.72%	Reduced
3516	ONST Old North State Trust Greensboro, North Carolina	$26.8M	-$118K	14	13.78%	Reduced
3517	KPF K2 Principal Fund Toronto, Ontario, Canada	$26.8M	+$12.3M	17	1.96%	Increased
3518	CIA Cladis Investment Advisory Billings, Montana	$26.8M	-$859K	13	12.52%	Reduced
3519	BHWM Bellars Harris Wealth Management Virginia Beach, Virginia	$26.8M	+$24.3M	4	5.45%	New
3520	GC Gilbert & Cook West Des Moines, Iowa	$26.8M	+$3.26M	12	3.08%	Increased
3521	TCPG Trivant Custom Portfolio Group San Diego, California	$26.8M	+$2.03M	10	14.25%	Increased
3522	SWM SilverOak Wealth Management Edina, Minnesota	$26.7M	+$85.2K	13	3.44%	Increased
3523	VCAM Van Cleef Asset Management Beachwood, Ohio	$26.7M	-$617K	4	2.73%	Reduced
3524	PFMU Privium Fund Management (UK) London, United Kingdom	$26.7M	+$15.5M	5	11.12%	Increased
3525	Balentine LLC Atlanta, Georgia	$26.7M	+$6.18M	15	0.95%	Increased