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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
3626	RIM Redwood Investment Management Scottsdale, Arizona	$24.8M	+$3.22M	12	2.46%	Increased
3627	AIMA Ables Iannone Moore & Associates Savannah, Georgia	$24.8M	-$631K	6	13.23%	Reduced
3628	SN Sittner & Nelson Eugene, Oregon	$24.8M	-$30.8K	29	7.81%	Reduced
3629	IIM Ironwood Investment Management Boston, Massachusetts	$24.8M	-$3.5M	9	8.58%	Reduced
3630	EAM Eukles Asset Management Cincinnati, Ohio	$24.8M	-$1.29M	11	10.22%	Reduced
3631	PCA Prospect Capital Advisors Sausalito, California	$24.8M	-$10.2M	4	11.24%	Reduced
3632	FGI Foresight Global Investors Purchase, New York	$24.7M	-$4.18M	4	15%	Reduced
3633	RP Riverwater Partners Milwaukee, Wisconsin	$24.7M	-$4.22M	16	7.34%	Reduced
3634	FG Formula Growth Montreal, Quebec, Canada	$24.7M	-$3.71M	9	8.7%	Reduced
3635	SM Sciencast Management Princeton, New Jersey	$24.7M	-$23.9M	14	5.12%	Reduced
3636	BWM BigSur Wealth Management Miami, Florida	$24.7M	+$1.76M	9	5.94%	Increased
3637	LI Louisbourg Investments Dieppe, New Brunswick, Canada	$24.7M	-$6.32M	10	4.55%	Reduced
3638	Heritage Wealth Advisors Richmond, Virginia	$24.7M	+$3.85M	27	0.85%	Increased
3639	WPW Watershed Private Wealth Oak Brook, Illinois	$24.6M	+$906K	8	6.94%	Increased
3640	PWA Provenance Wealth Advisors Fort Lauderdale, Florida	$24.6M	+$1.06M	26	2.35%	Increased
3641	QOP Quinn Opportunity Partners Charlottesville, Virginia	$24.6M	-$20M	6	1.14%	Reduced
3642	GWMIA Global Wealth Management Investment Advisory Fort Lauderdale, Florida	$24.6M	-$97.9K	6	3.5%	Reduced
3643	AFA AA Financial Advisors Columbus, Ohio	$24.6M	+$781K	13	2.96%	Increased
3644	SWM Shelton Wealth Management Fort Worth, Texas	$24.6M	-$6.17M	12	9.65%	Reduced
3645	MCA Millennium Capital Advisors Little Rock, Arkansas	$24.6M	+$341K	11	13.4%	Increased
3646	NIWA New Insight Wealth Advisors San Ramon, California	$24.6M	+$1.87M	8	7.24%	Increased
3647	HFO Heritage Family Offices Scottsdale, Arizona	$24.6M	+$941K	21	9.48%	Increased
3648	PEWA Pacific Excel Wealth Advisors Walnut Creek, California	$24.6M	+$16.6M	21	9.5%	Increased
3649	BI Ballast Inc Lexington, Kentucky	$24.5M	+$634K	12	4.63%	Increased
3650	SWM Scissortail Wealth Management Tulsa, Oklahoma	$24.5M	-$4.56M	8	4.72%	Reduced