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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
751	Gratus Capital Atlanta, Georgia	$137M	-$1.22M	15	9.3%	Reduced
752	Bragg Financial Advisors Charlotte, North Carolina	$136M	+$6.18M	15	7.2%	Increased
753	SW SVB Wealth Boston, Massachusetts	$136M	-$6.78M	28	2.99%	Reduced
754	Prime Capital Investment Advisors Overland Park, Kansas	$136M	+$1.1M	27	2.79%	Increased
755	LCM Logan Capital Management Newtown Square, Pennsylvania	$136M	-$19.3M	23	6.9%	Reduced
756	Badgley Phelps Wealth Managers Seattle, Washington	$135M	+$734K	11	4.6%	Increased
757	SH SeaTown Holdings Singapore	$135M	+$103M	7	10.97%	Increased
758	Central Trust Company Jefferson City, Missouri	$135M	-$17.4K	47	3.88%	Reduced
759	Miller Howard Investments Kingston, New York	$134M	-$20.3M	4	4.93%	Reduced
760	Quantinno Capital Management New York	$134M	+$33.1M	36	6.11%	Increased
761	QPBE Quintet Private Bank (Europe) Luxembourg	$134M	-$29.7M	10	8.95%	Reduced
762	Glenview Capital Management New York	$134M	+$82.9M	3	3.03%	Increased
763	Avantax Advisory Services Dallas, Texas	$133M	+$1.99M	34	1.49%	Increased
764	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$133M	+$4.95M	19	12.17%	Increased
765	Perigon Wealth Management San Francisco, California	$133M	-$528K	30	5.38%	Reduced
766	Busey Bank Urbana, Illinois	$132M	-$1.2M	14	5.65%	Reduced
767	SteelPeak Wealth Woodland Hills, California	$132M	-$51.4M	22	8.29%	Reduced
768	MLICM Metropolitan Life Insurance Company (MetLife) New York	$132M	-$7.17M	65	6.86%	Reduced
769	Heritage Investors Management Corp Bethesda, Maryland	$132M	-$3.13M	14	5.5%	Reduced
770	Peregrine Capital Management Minneapolis, Minnesota	$132M	-$17.4M	14	3.93%	Reduced
771	Dana Investment Advisors Waukesha, Wisconsin	$131M	+$10M	22	6.69%	Increased
772	Marex Group London,	$131M	+$80.7M	11	18.48%	Increased
773	Independent Advisor Alliance Charlotte, North Carolina	$131M	+$4.7M	24	5.91%	Increased
774	PCM Prime Capital Management Hong Kong	$130M	+$64.9M	1	25.29%	Increased
775	TSAM Trinity Street Asset Management London, United Kingdom	$130M	+$13.1M	3	16.73%	Increased