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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
3776	BKM Wealth Management Brookfield, Wisconsin	$22.4M	+$245K	11	7.95%	Increased
3777	Corsair Capital Management New York	$22.4M	+$4.03M	13	2.8%	Increased
3778	Blue Line Capital Chicago, Illinois	$22.4M	+$2.42M	8	18.69%	Increased
3779	One Wealth Advisors San Francisco, California	$22.4M	+$627K	19	2.47%	Increased
3780	Bedel Financial Consulting Indianapolis, Indiana	$22.4M	+$794K	16	2.1%	Increased
3781	Townsend Asset Management Raleigh, North Carolina	$22.4M	+$172K	12	7.18%	Increased
3782	TS Financial Group (TSFG) Lake Forest, Illinois	$22.4M	+$637K	34	2.82%	Increased
3783	Act Two Investors Santa Cruz, California	$22.4M	+$49K	3	4.52%	Increased
3784	Generation Capital Management Pittsford, New York	$22.3M	+$7.54M	8	13.7%	Increased
3785	Shelter Rock Management Jericho, New York	$22.3M	+$2.8M	4	21.6%	Increased
3786	Optimist Retirement Group Bellevue, Washington	$22.3M	+$647K	14	8.59%	Increased
3787	PAS PKS Advisory Services Albany, New York	$22.3M	+$4.58M	14	3.55%	Increased
3788	Hengehold Capital Management Cincinnati, Ohio	$22.2M	+$921K	11	1.73%	Increased
3789	IFG Advisors St. Louis, Missouri	$22.2M	-$50.8K	7	3.07%	Reduced
3790	NAMNJ NorthStar Asset Management (New Jersey) Hackettstown, New Jersey	$22.2M	+$216K	8	9.03%	Increased
3791	Fogel Capital Management Stuart, Florida	$22.1M	+$2.91M	7	8.9%	Increased
3792	Purkiss Capital Advisors Ridgefield, Connecticut	$22.1M	+$2.43M	14	8.43%	Increased
3793	DTL Dynamic Technology Lab Singapore	$22.1M	-$15.8M	26	4.94%	Reduced
3794	SCM Sage Capital Management Stockton, New Jersey	$22.1M	+$708K	5	8.63%	Increased
3795	Tred Avon Family Wealth Easton, Maryland	$22.1M	-$913K	18	6.76%	Reduced
3796	Beaton Management Company Haverhill, Massachusetts	$22.1M	+$1.03M	13	9%	Increased
3797	Physician Wealth Advisors Midvale, Utah	$22.1M	-$182K	87	2.64%	Reduced
3798	Carr Financial Group Worcester, Massachusetts	$22.1M	-$752K	14	5.08%	Reduced
3799	Westview Investment Advisors Burlington, Vermont	$22.1M	-$660K	4	10.81%	Reduced
3800	Spring Capital Management Amarillo, Texas	$22.1M	+$727K	7	10.75%	Increased