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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
4751	CAM Concorde Asset Management Ann Arbor, Michigan	$11.3M	+$1.29M	11	6.52%	Increased
4752	AU Algebris (UK) London, United Kingdom	$11.3M	+$6.08M	8	0.74%	Increased
4753	CCA Cora Capital Advisors Marlton, New Jersey	$11.2M	+$391K	11	3.16%	Increased
4754	BB Burford Brothers Dallas, Texas	$11.2M	+$867K	10	4.12%	Increased
4755	CC Cypress Capital Franklin, Tennessee	$11.2M	-$2.38M	8	3.03%	Reduced
4756	PBO Peoples Bank (Ohio) Marietta, Ohio	$11.2M	+$1.31M	10	5.75%	Increased
4757	NPCM New Paradigm Capital Management Great Falls, Virginia	$11.2M	-$16.2M	9	23.91%	Reduced
4758	GSC Ground Swell Capital Folly Beach, South Carolina	$11.2M	+$2.63M	11	12.08%	Increased
4759	POIA Pin Oak Investment Advisors Houston, Texas	$11.2M	+$482K	28	7.95%	Increased
4760	AWA Alaska Wealth Advisors Anchorage, Alaska	$11.2M	-$2.47M	6	1.21%	Reduced
4761	APIM Agate Pass Investment Management Bainbridge Island, Washington	$11.2M	-$611K	4	4.11%	Reduced
4762	PG Prostatis Group Hanover, Maryland	$11.2M	+$324K	8	2.6%	Increased
4763	MWA MN Wealth Advisors Overland Park, Kansas	$11.1M	+$2.26M	9	4.75%	Increased
4764	KF Kelsey Financial Moorpark, California	$11.1M	+$8.84K	3	8.45%	Increased
4765	PPW Pasadena Private Wealth Pasadena, California	$11.1M	-$2.15M	9	1.42%	Reduced
4766	RA Rubicon Advisors Redding, California	$11.1M	+$820K	7	8.1%	Increased
4767	PBC Pavion Blue Capital Newport Beach, California	$11.1M	-$553K	6	4.47%	Reduced
4768	RC Rahlfs Capital Lake Kiowa, Texas	$11.1M	-$1.22M	4	8.16%	Reduced
4769	ACC Acorn Creek Capital Fort Collins, Colorado	$11.1M	+$23.5K	10	3.71%	Increased
4770	Advance Capital Management Southfield, Michigan	$11.1M	+$1.19M	10	0.36%	Increased
4771	XPN XY Planning Network Bozeman, Montana	$11.1M	+$1.06M	11	1.39%	Increased
4772	KFA Kapstone Financial Advisors Lebanon, Ohio	$11.1M	+$694K	9	4.64%	Increased
4773	Index Fund Advisors Irvine, California	$11.1M	-$594K	6	0.44%	Reduced
4774	MGM Miura Global Management New York	$11.1M	-$3.86M	4	43.91%	Reduced
4775	TC Tannin Capital Charlotte, North Carolina	$11.1M	+$499K	8	7.28%	Increased