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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
4626	CFFP Center for Financial Planning Southfied, Michigan	$12.6M	-$887K	20	1.18%	Reduced
4627	TW Towerpoint Wealth Sacramento, California	$12.6M	+$5.3M	9	4.36%	Increased
4628	KLCMU Kite Lake Capital Management (UK) London, United Kingdom	$12.6M	-$96.1M	1	4.33%	Reduced
4629	SJIM St. Johns Investment Management Jacksonville, Florida	$12.6M	-$1.76M	8	4.75%	Reduced
4630	AC Athos Capital Hong Kong	$12.5M	+$11.1M	2	4.45%	Increased
4631	MWA Midland Wealth Advisors Effingham, Illinois	$12.5M	-$472K	11	0.59%	Reduced
4632	Cohen & Steers New York	$12.5M	+$2.04M	12	0.02%	Increased
4633	ICMM Integrated Capital Management (Michigan) Bloomfield, Michigan	$12.5M	-$121K	5	4.51%	Reduced
4634	YCM Yiheng Capital Management San Francisco, California	$12.5M	-$1.97M	1	4.29%	Reduced
4635	WW Westshore Wealth Newport Beach, California	$12.5M	+$206K	6	3.87%	Increased
4636	PMIA Patrick Mauro Investment Advisor Oak Brook, Illinois	$12.5M	+$1.81M	4	6.26%	Increased
4637	AIM Anatole Investment Management Central, Hong Kong	$12.4M	-$593M	7	2.11%	Reduced
4638	VAS VR Advisory Services Camana Bay, Grand Cayman, Cayman Islands	$12.4M	-$9.19M	1	1.1%	Reduced
4639	Old National Bancorp Evansville, Indiana	$12.4M	-$46M	8	0.25%	Reduced
4640	EHAM Eagle Harbor Asset Management Seattle, Washington	$12.4M	-$420K	6	9.73%	Reduced
4641	MWP Meridian Wealth Partners Exton, Pennsylvania	$12.4M	+$1.22M	13	1.5%	Increased
4642	RFN Redwood Financial Network Solon, Ohio	$12.4M	+$1.36M	12	6.86%	Increased
4643	PHM Prospect Hill Management Short Hills, New Jersey	$12.4M	+$6.17M	1	4.81%	Increased
4644	TP Toronado Partners San Francisco, California	$12.4M	-$10.1M	3	34.8%	Reduced
4645	PAW Plan A Wealth Lincoln, Nebraska	$12.4M	+$809K	10	5.26%	Increased
4646	BCM Basso Capital Management Stamford, Connecticut	$12.4M	+$9.62M	4	2.64%	Increased
4647	FIBOI First International Bank of Israel Tel Aviv,	$12.4M	+$5.81M	6	3.37%	Increased
4648	CCWP Cedar Cove Wealth Partners Bloomington, Minnesota	$12.3M	-$519K	7	5.8%	Reduced
4649	WBWA William B. Walkup & Associates Columbia, South Carolina	$12.3M	+$398K	14	5.94%	Increased
4650	RWA Rooted Wealth Advisors Bourbonnais, Illinois	$12.3M	+$560K	11	3.01%	Increased