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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
4851	PA PSI Advisors Tampa, Florida	$10.4M	-$2.96M	8	2.42%	Reduced
4852	HC Hendley & Co Zanesville, Ohio	$10.4M	-$1.6M	5	3.68%	Reduced
4853	TRIA Trail Ridge Investment Advisors Fort Collins, Colorado	$10.4M	-$246K	4	4.38%	Reduced
4854	SA Sacks & Associates Warren, New Jersey	$10.4M	-$541K	6	7%	Reduced
4855	PMSA Patrick M. Sweeney & Associates Libertyville, Illinois	$10.4M	+$1.09M	13	5.95%	Increased
4856	BAMG Brand Asset Management Group Chesterfield, Missouri	$10.4M	+$1.77M	17	2.29%	Increased
4857	MPCL My Personal CFO LLC Vancouver, Washington	$10.3M	+$229K	7	4.03%	Increased
4858	MI MMCAP International Grand Cayman, Cayman Islands	$10.3M	-$19.3M	2	0.88%	Reduced
4859	ROC Running Oak Capital Edina, Minnesota	$10.3M	-$4.71M	1	1.76%	Reduced
4860	VAF Values Added Financial Washington, District of Columbia	$10.3M	+$2.08M	13	3.72%	Increased
4861	LF LifePlan Financial Mankato, Minnesota	$10.3M	-$562K	9	7.2%	Reduced
4862	HGA Hobbs Group Advisors Columbia, South Carolina	$10.3M	+$473K	7	2.7%	Increased
4863	NRW Nova R Wealth Overland Park, Kansas	$10.3M	+$238K	5	3%	Increased
4864	TCM Tradewinds Capital Management Bellingham, Washington	$10.3M	-$53.1K	28	1.83%	Reduced
4865	GCM Gallacher Capital Management Lone Tree, Colorado	$10.3M	-$4.19M	15	5.76%	Reduced
4866	EPG Estate Planners Group Yardley, Pennsylvania	$10.3M	-$4.03M	4	4.64%	Reduced
4867	AC Annandale Capital Dallas, Texas	$10.3M	+$4.8M	3	1.4%	Increased
4868	SAM Seelaus Asset Management Chatham, New Jersey	$10.3M	-$1.79M	13	7.21%	Reduced
4869	LIM Letson Investment Management Atlanta, Georgia	$10.2M	-$975K	6	3.76%	Reduced
4870	EEL Expect Equity LLC Pikesville, Maryland	$10.2M	-$2.93M	3	6.59%	Reduced
4871	SCI Silver Coast Investments San Diego, United States	$10.2M	-$699K	13	3.05%	Reduced
4872	TFA Tobias Financial Advisors Plantation, Florida	$10.2M	+$3.21M	9	1.3%	Increased
4873	AHIA Andrew Hill Investment Advisors Naples, Florida	$10.2M	-$355K	3	7.59%	Reduced
4874	MWP Meriwether Wealth & Planning Minden, Louisiana	$10.2M	+$134K	11	5.06%	Increased
4875	EBA Eagle Bay Advisors New York	$10.2M	+$1.61M	17	7.64%	Increased