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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
4101	VPI Value Partners Investments Winnipeg, Manitoba, Canada	$17.9M	-$13K	6	1.25%	Reduced
4102	AA Ahara Advisors Jersey City, New Jersey	$17.9M	+$2.67M	6	12.13%	Increased
4103	CMP Christine Messmer PC Collegeville, Pennsylvania	$17.9M	+$140K	7	10.1%	Increased
4104	RFW Rainier Family Wealth Tacoma, Washington	$17.9M	+$1.01M	9	10.2%	Increased
4105	CA Capital Advantage Walnut Creek, California	$17.9M	-$2.83M	7	2.19%	Reduced
4106	MF Manuka Financial Richmond, Virginia	$17.9M	+$209K	4	9.31%	Increased
4107	ROC Robertson Opportunity Capital Dallas, Texas	$17.9M	-$6.98M	3	6.94%	Reduced
4108	FFG Forum Finance Group Geneva,	$17.9M	+$3.54M	20	6.43%	Increased
4109	CWMG Compass Wealth Management (Georgia) Atlanta, Georgia	$17.9M	-$295K	6	7.12%	Reduced
4110	WSWA Warren Street Wealth Advisors Newport Beach, California	$17.9M	+$1.87M	16	3.98%	Increased
4111	RCM Raleigh Capital Management Cary, North Carolina	$17.9M	+$1.75M	19	5.7%	Increased
4112	BPW Bingham Private Wealth San Francisco, California	$17.8M	-$618K	14	12.28%	Reduced
4113	FFA Fairfield Financial Advisors Wellesley, Massachusetts	$17.8M	+$4.26M	12	7.02%	Increased
4114	RAM Redmond Asset Management Henrico, Virginia	$17.8M	-$96.7K	9	4.43%	Reduced
4115	BSI Bennett Selby Investments Falmouth, Maine	$17.8M	+$1.94M	5	5.68%	Increased
4116	HC Hamilton Capital Columbus, Ohio	$17.7M	+$1.15M	15	0.88%	Increased
4117	APCM Alaska Permanent Capital Management Anchorage, Alaska	$17.7M	-$5.91M	3	1.16%	Reduced
4118	DIM DC Investments Management Mclean, Virginia	$17.7M	-$641K	2	6.04%	Reduced
4119	SAM Southeastern Asset Management Memphis, Tennessee	$17.7M	-$45.5M	1	0.92%	Reduced
4120	DG DMC Group Birmingham, Alabama	$17.7M	-$2.11M	10	12.12%	Reduced
4121	GIM Groesbeck Investment Management Paramus, New Jersey	$17.7M	-$699K	5	28.17%	Reduced
4122	OIM Orca Investment Management Roseburg, Oregon	$17.7M	-$4M	4	12.82%	Reduced
4123	HFA Hershey Financial Advisers Lancaster, Pennsylvania	$17.7M	+$6.92M	7	12.68%	Increased
4124	PA Planning Alternatives Birmingham, Michigan	$17.6M	+$2.32M	14	1.89%	Increased
4125	BCM BluePath Capital Management Atlanta, Georgia	$17.6M	+$975	8	9.66%	Increased