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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
5276	TOTUOP Trustees of The University of Pennsylvania Philaldelphia, Pennsylvania	$7.1M	+$7.56M	1	6.81%	New
5277	CP Creekside Partners Petaluma, California	$7.1M	+$695K	8	2.57%	Increased
5278	Oaktree Capital Management Los Angeles, California	$7.09M	-$147M	1	0.1%	Reduced
5279	QI QV Investors Calgary, Alberta, Canada	$7.09M	-$3.13M	2	0.55%	Reduced
5280	MGI Miller Global Investments Dallas, Texas	$7.08M	-$4.16M	16	5.87%	Reduced
5281	IPWA International Private Wealth Advisors San Diego, California	$7.08M	+$2.96M	5	3.64%	Increased
5282	SNPAM St. Nicholas Private Asset Management Jacksonville, Florida	$7.08M	-$41.3K	2	6.17%	Reduced
5283	JJBC James J. Burns & Company Melville, New York	$7.08M	+$869K	5	0.77%	Increased
5284	WW Winnow Wealth Waco, Texas	$7.07M	-$258K	4	4.81%	Reduced
5285	WFA WMG Financial Advisors Knoxville, Tennessee	$7.06M	-$72.9K	4	2.66%	Reduced
5286	EPAM Euro Pacific Asset Management Dorado, Puerto Rico	$7.06M	-$370K	3	0.8%	Reduced
5287	TC Tsai Capital New York	$7.06M	+$2.08M	1	5.22%	Increased
5288	CLA Carnegie Lake Advisors Princeton, New Jersey	$7.05M	-$402K	3	2.63%	Reduced
5289	AWA Archvest Wealth Advisors Concord, California	$7.05M	+$1.52M	6	4.08%	Increased
5290	CA Carson Advisory Athens, Georgia	$7.05M	-$298K	13	3.24%	Reduced
5291	HFW Horizon Family Wealth Chicago, Illinois	$7.04M	-$400K	7	3.22%	Reduced
5292	WGS Washington Growth Strategies Washington, District of Columbia	$7.02M	+$546K	2	3.9%	Increased
5293	MAA Mraz Amerine & Associates Modesto, California	$7.02M	+$302K	8	1.01%	Increased
5294	GC Gould Capital Tacoma, Washington	$7.02M	-$832K	10	3.91%	Reduced
5295	HPWM High Point Wealth Management Chester, New Jersey	$7.01M	+$561K	12	5.74%	Increased
5296	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$7.01M	-$57.3K	18	1.31%	Reduced
5297	PWMG Private Wealth Management Group Princeton, New Jersey	$7M	+$2.74M	51	1.62%	Increased
5298	AWP Astra Wealth Partners Jersey City, New Jersey	$6.99M	+$1.31M	9	3.72%	Increased
5299	BBA Braun-Bostich & Associates Canonsburg, Pennsylvania	$6.99M	-$571K	9	3.9%	Reduced
5300	HPBT Hickory Point Bank & Trust Decatur, Illinois	$6.98M	-$687K	19	4.23%	Reduced