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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
3676	SC Settian Capital New York	$24.1M	-$767K	2	15.46%	Reduced
3677	CWM Chicago Wealth Management Chicago, Illinois	$24.1M	-$5.37M	3	8.53%	Reduced
3678	MC Matters Capital Miami, Florida	$24.1M	-$2.48M	9	16.83%	Reduced
3679	SB Sunflower Bank Dallas, Texas	$24M	+$1.54M	20	5.75%	Increased
3680	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$24M	-$3.58M	15	3.29%	Reduced
3681	CWIG Chung Wu Investment Group Sugar Land, Texas	$24M	+$1.52M	19	15.8%	Increased
3682	UWP Uniting Wealth Partners Mission, Kansas	$24M	-$2.47M	9	4.88%	Reduced
3683	JF JSF Financial Los Angeles, California	$24M	+$2.77M	9	3.8%	Increased
3684	MWP Madison Wealth Partners Madison, Wisconsin	$24M	+$4.87M	16	3.06%	Increased
3685	WFG Wormser Freres Gestion Paris, France	$24M	+$16.2M	12	13.55%	Increased
3686	DM Diversified Management Milwaukee, Wisconsin	$24M	-$14.8M	13	5.12%	Reduced
3687	OCA Odyssey Capital Advisors Bala Cynwyd, Pennsylvania	$23.9M	+$1.85M	9	17.14%	Increased
3688	SSWM Strait & Sound Wealth Management San Francisco, California	$23.9M	-$1.88M	10	8.38%	Reduced
3689	DL Dockside LLC New York	$23.9M	+$19.9M	11	5.59%	New
3690	DeepCurrents Investment Group New York	$23.9M	+$20.3M	1	0.72%	New
3691	PS Pennant Select Summit, New Jersey	$23.9M	$0	1	10.61%	Maintained
3692	GCIA Gabelli & Co Investment Advisers Rye, New York	$23.8M	+$3.46M	19	3.46%	Increased
3693	CIA Caerus Investment Advisors West Lake Hills, Texas	$23.8M	-$2.14M	17	7.93%	Reduced
3694	Two Seas Capital Rye, New York	$23.8M	-$10.4M	1	0.47%	Reduced
3695	F8IS Figure 8 Investment Strategies Boise, Idaho	$23.8M	-$1.87M	8	20.09%	Reduced
3696	KIC Kensington Investment Counsel Long Beach, California	$23.8M	+$339K	9	10.32%	Increased
3697	ARC Advisor Resource Council Dallas, Texas	$23.8M	+$615K	19	6.7%	Increased
3698	AGC Aspen Grove Capital Avon, Colorado	$23.7M	+$1.63M	19	3.42%	Increased
3699	1CP 17 Capital Partners Pheonix, Arizona	$23.7M	+$603K	17	10.69%	Increased
3700	VIP Vista Investment Partners Oklahoma City, Oklahoma	$23.7M	-$4.13M	13	5.96%	Reduced