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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
3651	CCM Crew Capital Management Cincinnati, Ohio	$24.5M	-$4.49M	11	13.4%	Reduced
3652	WF Wayfinding Financial Lynnwood, Washington	$24.5M	+$691K	13	9.28%	Increased
3653	BA Ballast Advisors Woodbury, Minnesota	$24.5M	-$575K	12	5.84%	Reduced
3654	DBIA Dumont & Blake Investment Advisors Princeton, New Jersey	$24.5M	-$942K	15	5.5%	Reduced
3655	TGM Tenzing Global Management San Francisco, California	$24.5M	+$6.98M	3	11.31%	Increased
3656	KCFA Key Client Fiduciary Advisors Fairfield, New Jersey	$24.5M	+$606K	16	7.06%	Increased
3657	CF Carlson Financial Canby, Oregon	$24.5M	+$171K	8	12.48%	Increased
3658	AIA Affinity Investment Advisors Newport Beach, California	$24.4M	-$2.51M	9	12.4%	Reduced
3659	CCC Chesapeake Capital Corp Tampa, Florida	$24.4M	+$5.59M	11	12.83%	Increased
3660	PCM Pincus Capital Management New York	$24.4M	+$344K	6	14.55%	Increased
3661	IAS Integrity Advisory Solutions Dallas, Texas	$24.4M	+$3.66M	15	2.51%	Increased
3662	BSB Bangor Savings Bank Bangor, Maine	$24.4M	-$1.02M	27	1.79%	Reduced
3663	TWM Thrive Wealth Management Audubon, Pennsylvania	$24.4M	+$1.46M	24	3.1%	Increased
3664	TDB Thompson David Blair	$24.4M	-$2.61M	17	12.17%	Reduced
3665	SAM Socorro Asset Management Dallas, Texas	$24.3M	-$7.45M	3	10.91%	Reduced
3666	JAM JCIC Asset Management Toronto, Ontario, Canada	$24.3M	$0	7	7.44%	Maintained
3667	MF Manchester Financial Westlake Village, California	$24.2M	-$1.9M	9	4.31%	Reduced
3668	IA IFC Advisors Los Angeles, California	$24.2M	+$2.38M	15	3.08%	Increased
3669	TAM TCP Asset Management Columbus, Ohio	$24.2M	-$4.97M	9	2.75%	Reduced
3670	DG Daventry Group New York	$24.2M	+$6.12M	3	18.26%	Increased
3671	GWS Greykasell Wealth Strategies Danville, California	$24.2M	+$1.19M	25	8.77%	Increased
3672	HFF Halter Ferguson Financial Carmel, Indiana	$24.1M	-$43.6M	3	3.91%	Reduced
3673	WCM Woodson Capital Management Greenwich, Connecticut	$24.1M	-$19.2M	1	4.04%	Reduced
3674	WAM Wilson Asset Management Sydney, Australia	$24.1M	-$17.5M	2	6.62%	Reduced
3675	KC Kintayl Capital New York	$24.1M	+$1.17M	5	9.57%	Increased