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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
3601	OCM Orser Capital Management Southlake, Texas	$25.2M	+$4.77M	7	12.52%	Increased
3602	BAM Brilliance Asset Management Admiralty, Hong Kong, Hong Kong	$25.2M	-$43M	3	7.43%	Reduced
3603	CC Congruence Capital Los Angeles, California	$25.2M	-$3.58M	1	6.59%	Reduced
3604	JCM Jacobsen Capital Management Salt Lake City, Utah	$25.2M	+$618K	16	7.37%	Increased
3605	SW StrongBox Wealth Lee's Summit, Missouri	$25.2M	+$464K	14	7.18%	Increased
3606	RC Rexford Capital Bellaire, Texas	$25.2M	+$463K	19	15.41%	Increased
3607	EMC Everest Management Corp Cupertino, California	$25.2M	-$2M	12	9.39%	Reduced
3608	SHC SALT Holding Corp Wilmington, Delaware	$25.2M	$0	3	13.33%	Maintained
3609	BA BCM Advisors Lafayette, Louisiana	$25.1M	+$87.4K	4	4.9%	Increased
3610	MHIC Marble Harbor Investment Counsel Boston, Massachusetts	$25.1M	-$738K	9	2.55%	Reduced
3611	IIA ICW Investment Advisors Scottsdale, Arizona	$25.1M	+$682K	13	8.79%	Increased
3612	OC Opinicus Capital Tampa, Florida	$25.1M	+$693K	10	13.45%	Increased
3613	GFA Gallagher Fiduciary Advisors Rolling Meadows, Illinois	$25.1M	-$137K	16	0.83%	Reduced
3614	FCM Fourpath Capital Management Oklahoma City, Oklahoma	$25.1M	+$206K	12	3.3%	Increased
3615	OWP ORG Wealth Partners Dallas, Texas	$25.1M	-$301K	32	3.76%	Reduced
3616	HC Headland Capital Mt. Pleasant, South Carolina	$25.1M	-$181K	5	6.19%	Reduced
3617	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$25.1M	+$2.76M	10	2.08%	Increased
3618	SM Selkirk Management Chatham, New Jersey	$25M	+$10M	4	7.79%	Increased
3619	TWML Todd Wealth Management, LLC Venice, Florida	$25M	+$700K	9	18.93%	Increased
3620	EML Eos Management LP New York	$24.9M	+$11M	4	9.88%	Increased
3621	ALA Atlas Legacy Advisors Los Angeles, California	$24.9M	+$6.64M	15	3.68%	Increased
3622	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$24.9M	+$802K	9	3.7%	Increased
3623	FAOAI Fund Advisors of America Inc Orland, Florida	$24.9M	-$2.59M	11	22.59%	Reduced
3624	FTEA Forty-three Eighteen Advisors Bentonville, Arkansas	$24.8M	+$5.14M	11	16.71%	Increased
3625	VFA Voya Financial Advisors Windsor, Connecticut	$24.8M	-$4.18M	14	2.19%	Reduced