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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
4601	SC Sierra Capital Miami, Florida	$12.9M	+$513K	7	1.24%	Increased
4602	OCM Osbon Capital Management Boston, Massachusetts	$12.9M	+$44.2K	22	10.08%	Increased
4603	PB Prosperity Bancshares Houston, Texas	$12.8M	+$1.5M	27	8.39%	Increased
4604	CAS CTC Alternative Strategies Chicago, Illinois	$12.8M	+$3.82M	6	18.51%	Increased
4605	NIM Niles Investment Management Plantation, Florida	$12.8M	-$19.1M	2	10.39%	Reduced
4606	HCM Hall Capital Management Barrington, Rhode Island	$12.8M	-$192K	7	3.99%	Reduced
4607	FSA Financial Sense Advisors San Diego, California	$12.8M	-$5.4M	4	2.52%	Reduced
4608	LCA Legend Capital Advisors New York	$12.8M	+$145K	4	6.97%	Increased
4609	VAM Verity Asset Management Durham, North Carolina	$12.8M	-$181K	9	4.84%	Reduced
4610	SCM Saxony Capital Management St. Louis, Missouri	$12.8M	+$1.85M	12	5.86%	Increased
4611	FCCM First City Capital Management Savannah, Georgia	$12.8M	+$580K	10	6.22%	Increased
4612	JC JBF Capital Aspen, Colorado	$12.8M	-$13.5M	3	1.67%	Reduced
4613	LI LDIC Inc Toronto,	$12.8M	+$12.3M	3	7.99%	New
4614	CSI Clark & Stuart Inc Portland, Maine	$12.8M	-$2.38M	5	8%	Reduced
4615	OWA Opal Wealth Advisors Jericho, New York	$12.7M	-$900K	12	2.75%	Reduced
4616	SFC Strategic Financial Concepts San Antonio, Texas	$12.7M	-$1.2M	10	3.78%	Reduced
4617	EW Enzi Wealth Austin, Texas	$12.7M	+$195K	9	4.03%	Increased
4618	PWP Phillips Wealth Planners Starkville, Mississippi	$12.7M	-$501K	19	9.35%	Reduced
4619	I InvesTrust Oklahoma City, Oklahoma	$12.7M	-$663K	4	4.88%	Reduced
4620	RGF Retirement Guys Formula Maumee, Ohio	$12.6M	+$1.27M	5	4.76%	Increased
4621	ECA Elevate Capital Advisors Eagle, Colorado	$12.6M	-$443K	9	6.95%	Reduced
4622	BM Brandywine Managers Hockessin, Delaware	$12.6M	+$410K	8	6.25%	Increased
4623	HIM Harbour Investment Management Edmonds, Washington	$12.6M	-$884K	5	6.52%	Reduced
4624	CB Centennial Bank Conway, Arkansas	$12.6M	+$761K	18	4.06%	Increased
4625	KWM KFG Wealth Management Granger, Indiana	$12.6M	+$2.94M	8	1.42%	Increased