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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
726	Washington Trust Westerly, Rhode Island	$148M	-$2.89M	31	6.5%	Reduced
727	Emerald Advisers Leola, Pennsylvania	$147M	+$7.38M	15	7.14%	Increased
728	Sumitomo Mitsui Financial Group Tokyo, Japan	$147M	+$67.2M	8	4.74%	Increased
729	AC Albar Capital London, United Kingdom	$147M	+$3.43M	15	41.61%	Increased
730	Jump Financial Chicago, Illinois	$146M	+$59M	61	5.39%	Increased
731	JGC J. Goldman & Co New York	$146M	+$38.8M	13	5.1%	Increased
732	Cambiar Investors Denver, Colorado	$145M	-$7.15M	10	6.16%	Reduced
733	MIG McGuire Investment Group Wakefield, Rhode Island	$145M	-$3.54M	13	27.92%	Reduced
734	Bailard Foster City, California	$145M	+$650K	27	4.8%	Increased
735	ZWJ Investment Counsel Atlanta, Georgia	$144M	-$9.11M	9	8%	Reduced
736	Smith Salley Wealth Management Greensboro, North Carolina	$144M	+$4.76M	11	10.68%	Increased
737	BCP BSN Capital Partners London, United Kingdom	$144M	+$163M	1	11.5%	New
738	Channing Capital Management Chicago, Illinois	$143M	-$64.5M	6	4.73%	Reduced
739	Bridgeway Capital Management Houston, Texas	$143M	-$12M	27	3.47%	Reduced
740	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$143M	-$10.1M	39	7.15%	Reduced
741	KL KIM LLC Wichita, Kansas	$143M	$0	1	14.4%	Maintained
742	Stratos Wealth Partners Beachwood, Ohio	$142M	+$21M	37	3.06%	Increased
743	Kestra Private Wealth Services Austin, Texas	$142M	+$18.7M	35	4.46%	Increased
744	Integrated Wealth Concepts Waltham, Massachusetts	$141M	-$5.36M	36	2.49%	Reduced
745	Hantz Financial Services Southfield, Michigan	$140M	-$2.04M	36	3.56%	Reduced
746	WM WS Management Jacksonville, Florida	$140M	+$25M	4	11.28%	Increased
747	WGAM Wilkinson Global Asset Management New York	$139M	+$6.19M	7	10.64%	Increased
748	Close Asset Management London, United Kingdom	$138M	-$396K	8	7.14%	Reduced
749	Curi RMB Capital Chicago, Illinois	$138M	-$6.25M	18	4.73%	Reduced
750	Eastern Bank Boston, Massachusetts	$138M	+$3.29M	14	6.87%	Increased