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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
4301	PPA Pilgrim Partners Asia Singapore	$15.6M	-$98.9K	17	6.69%	Reduced
4302	ITG Index Technologies Group New York	$15.6M	+$1.8M	19	12.51%	Increased
4303	SWP Semus Wealth Partners Boca Raton, Florida	$15.6M	+$1.23M	9	7.55%	Increased
4304	IVP Intrinsic Value Partners Phoenix, Arizona	$15.6M	-$460K	5	10.67%	Reduced
4305	LF LifeSteps Financial Claremont, California	$15.6M	+$2.05M	33	7.28%	Increased
4306	CWA Consilio Wealth Advisors Bellevue, Washington	$15.6M	+$856K	13	3.74%	Increased
4307	PEA Park Edge Advisors Cleveland, Ohio	$15.6M	+$2.58M	6	3.28%	Increased
4308	PCM Palouse Capital Management Spokane, Washington	$15.6M	-$10.8M	10	9.72%	Reduced
4309	TNAM Terra Nova Asset Management New York	$15.6M	+$5.05M	11	9.54%	Increased
4310	EC Eleva Capital Paris, France	$15.6M	$0	2	4.54%	Maintained
4311	CFG Carter Financial Group Barrington, Illinois	$15.6M	+$886K	13	8.07%	Increased
4312	MC Matisse Capital Portland, Oregon	$15.6M	-$362K	7	6.23%	Reduced
4313	CV Counterweight Ventures Wilmington, North Carolina	$15.6M	-$345K	5	7.75%	Reduced
4314	TFG Turner Financial Group Pace, Florida	$15.5M	+$12.3M	17	15.45%	New
4315	YP YANKCOM Partnership Yankton, South Dakota	$15.5M	-$1.68M	20	5.57%	Reduced
4316	PWC PYA Waltman Capital Knoxville, Tennessee	$15.5M	+$3.11M	4	3.69%	Increased
4317	BCM Bayesian Capital Management Brooklyn, New York	$15.5M	+$6.53M	12	9.92%	Increased
4318	BIA Baer Investment Advisory Corte Madera, California	$15.5M	-$248K	4	12.98%	Reduced
4319	IMT Investment Management Trust Fitchburg, Massachusetts	$15.5M	+$455K	9	13.89%	Increased
4320	GPI General Partner Inc Pittsburgh, Pennsylvania	$15.5M	-$30.4K	17	8.33%	Reduced
4321	DF Dunhill Financial London, United Kingdom	$15.5M	-$102K	57	3.17%	Reduced
4322	SNBOSCI Security National Bank of Sioux City Iowa Sioux City, Iowa	$15.5M	+$3.07M	11	6.36%	Increased
4323	RA Rational Advisors Huntington, New York	$15.5M	-$11.6M	17	1.42%	Reduced
4324	WIM Walsky Investment Management Wyomissing, Pennsylvania	$15.5M	-$95K	5	14.37%	Reduced
4325	TWPM Total Wealth Planning & Management Ponte Vedra Beach, Florida	$15.5M	-$1.07M	13	10.46%	Reduced