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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
4451	VAM Vienna Asset Management Saratoga, California	$14.3M	+$1.7M	7	9.99%	Increased
4452	OFW Omnia Family Wealth Aventura, Florida	$14.3M	+$573K	9	3.82%	Increased
4453	AAA Andrews Advisory Associates Honolulu, Hawaii	$14.3M	-$101K	9	6.85%	Reduced
4454	WCCM Willow Creek Capital Management Missoula, Montana	$14.3M	+$11M	9	13.84%	New
4455	AWC Adamsbrown Wealth Consultants Wichita, Kansas	$14.2M	+$2.29M	11	2.69%	Increased
4456	JCM JAT Capital Management Greenwich, Connecticut	$14.2M	-$40.8M	5	30.05%	Reduced
4457	IIA Integrity Investment Advisors Fort Collins, Colorado	$14.2M	+$1.73M	7	6.2%	Increased
4458	YMRC Yorktown Management & Research Company Forest, Virginia	$14.2M	+$723K	13	8.72%	Increased
4459	MIA MeadowBrook Investment Advisors Livonia, Michigan	$14.2M	-$826K	12	11.28%	Reduced
4460	HCWM Hidden Cove Wealth Management Bainbridge Island, Washington	$14.2M	+$4M	14	7.83%	Increased
4461	PM Penbrook Management New York	$14.2M	-$7.05M	10	9.06%	Reduced
4462	MQWP Morey & Quinn Wealth Partners Omaha, Nebraska	$14.2M	+$640K	9	9.13%	Increased
4463	HWMC Heritage Wealth Management (California) San Diego, California	$14.2M	+$533K	10	5.39%	Increased
4464	BEW Burton Enright Welch Walnut Creek, California	$14.2M	+$3.32M	8	1.66%	Increased
4465	AF Atala Financial Calabasas, California	$14.2M	+$274K	9	8.61%	Increased
4466	NFP Narus Financial Partners Salt Lake City, Utah	$14.2M	-$1.06M	7	3.64%	Reduced
4467	RS R Squared Central, Hong Kong	$14.2M	-$102K	18	7.44%	Reduced
4468	EI EDMP Inc Lutz, Florida	$14.2M	-$174K	4	11.4%	Reduced
4469	CA Cannon Advisors Charlotte, North Carolina	$14.2M	-$1.37M	10	8.61%	Reduced
4470	DWAM Duncan Williams Asset Management Memphis, Tennessee	$14.1M	+$1.34M	14	3.19%	Increased
4471	GKFF George Kaiser Family Foundation Tulsa, Oklahoma	$14.1M	+$4.71M	15	1.36%	Increased
4472	GFWA Grey Fox Wealth Advisors Rockland, Delaware	$14.1M	+$3.74M	10	2.21%	Increased
4473	BSCCG Blue Sky Capital Consultants Group Poway, California	$14.1M	-$369K	5	6.03%	Reduced
4474	III Independent Investors Inc Nesconset, New York	$14.1M	-$194K	3	2.69%	Reduced
4475	APW Alliance Private Wealth North Reading, Massachusetts	$14.1M	-$2.37M	5	4.89%	Reduced