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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
4876	BIM Barton Investment Management West Conshohocken, Pennsylvania	$10.2M	+$1.56M	9	1.38%	Increased
4877	FPTW Franklin, Parlapiano, Turner & Welch Houston, Texas	$10.2M	+$129K	4	2.31%	Increased
4878	RA REX Advisers Fairfield, Connecticut	$10.2M	+$4.85M	5	22.99%	Increased
4879	GPW Genesis Private Wealth Ashburn, Virginia	$10.2M	+$1.07M	10	2.85%	Increased
4880	OPWM Oxinas Partners Wealth Management Jeffersonville, Indiana	$10.1M	+$803K	9	4%	Increased
4881	RB Renasant Bank Tupelo, Mississippi	$10.1M	+$442K	10	6.51%	Increased
4882	TPBG Turning Point Benefit Group Frederick, Maryland	$10.1M	+$3.44M	8	4.36%	Increased
4883	EA Emerald Advisors Bellevue, Washington	$10.1M	+$1.21M	8	1.27%	Increased
4884	ORC O'Rourke & Company Boston, Massachusetts	$10.1M	-$102K	7	3.53%	Reduced
4885	AC Amitell Capital Singapore	$10.1M	+$7.52M	3	9.25%	Increased
4886	BWM Brown Wealth Management Naperville, Illinois	$10.1M	+$1.17M	9	2.26%	Increased
4887	CCA Clearwater Capital Advisors Hoffman Estates, Illinois	$10.1M	+$566K	9	0.74%	Increased
4888	IAG Investmark Advisory Group Shelton, Connecticut	$10.1M	+$430K	4	3.83%	Increased
4889	C Covestor London, United Kingdom	$10.1M	-$1.44M	83	5.82%	Reduced
4890	MAMU Myriad Asset Management US West Palm Beach, Florida	$10.1M	+$42.2K	9	13.9%	Increased
4891	PL Polianta Ltd St Helier, Jersey	$10.1M	-$1.44M	5	1.24%	Reduced
4892	CG Clifford Group Wayland, Massachusetts	$10.1M	+$269K	9	6.95%	Increased
4893	PIMG Patriot Investment Management Group Knoxville, Tennessee	$10.1M	-$397K	7	0.58%	Reduced
4894	FCM Firsthand Capital Management San Jose, California	$10.1M	-$205K	8	16.06%	Reduced
4895	PAM Peninsula Asset Management Bradenton, Florida	$10M	+$150K	2	4.81%	Increased
4896	LC Lavelle Capital San Francisco, California	$10M	+$5.28M	7	4.33%	Increased
4897	LWM Lionshead Wealth Management New York	$10M	+$634K	8	6.52%	Increased
4898	PA ProCore Advisors Newport Beach, California	$10M	+$500K	13	12.43%	Increased
4899	BPW BlueDoor Private Wealth Beverly, Massachusetts	$10M	+$130K	8	4.22%	Increased
4900	LPFG Landing Point Financial Group Avon, Ohio	$10M	-$323K	5	3.4%	Reduced