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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

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1376
Harbour Trust & Investment Management
Harbour Trust & Investment Management
Indiana
$185M +$2.03M 12 17.77% Increased
1377
Twin Capital Management
Twin Capital Management
Pennsylvania
$185M +$13.5M 20 20.13% Increased
1378
Huntleigh Advisors
Huntleigh Advisors
Missouri
$184M +$3.69M 33 25.81% Increased
1379
One Capital Management
One Capital Management
California
$184M -$15.3K 22 5.11% Reduced
1380
Gunderson Capital Management
Gunderson Capital Management
South Carolina
$184M +$8.63M 15 49.58% Increased
1381
Waters Parkerson & Co
Waters Parkerson & Co
Louisiana
$183M -$34.1M 12 9.05% Reduced
1382
Tamar Securities
Tamar Securities
California
$183M +$7.13M 12 17.12% Increased
1383
Wolf Hill Capital Management
Wolf Hill Capital Management
Connecticut
$183M -$7.43M 1 15.3% Reduced
1384
Champlain Investment Partners
Champlain Investment Partners
Vermont
$183M -$210M 5 4.69% Reduced
1385
Trans-Canada Capital
Trans-Canada Capital
Quebec, Canada
$182M +$148M 6 9.98% New
1386
Trajan Wealth
Trajan Wealth
Arizona
$182M -$3.42M 6 6.88% Reduced
1387
Newbridge Financial Services Group
Newbridge Financial Services Group
Florida
$182M +$8.02M 59 22.52% Increased
1388
Pittenger & Anderson Inc
Pittenger & Anderson Inc
Nebraska
$182M -$1.47M 27 6.51% Reduced
1389
Sound Shore Management
Sound Shore Management
Connecticut
$182M -$125M 2 5.6% Reduced
1390
Equitable Trust
Equitable Trust
Tennessee
$182M -$7.39M 21 7.59% Reduced
1391
Nations Financial Group
Nations Financial Group
Iowa
$181M +$3.36M 28 8.65% Increased
1392
Naviter Wealth
Naviter Wealth
Arkansas
$181M +$27.3M 19 16.41% Increased
1393
MAM
Morse Asset Management
Connecticut
$181M -$1.82M 31 29.94% Reduced
1394
Elyxium Wealth
Elyxium Wealth
California
$180M +$115M 23 18.93% Increased
1395
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors
California
$180M +$6.57M 17 3.24% Increased
1396
Aequim Alternative Investments
Aequim Alternative Investments
California
$180M +$57.6M 3 2.8% Increased
1397
Randolph Company
Randolph Company
Ohio
$180M -$27.7M 3 15.14% Reduced
1398
V-Square Quantitative Management
V-Square Quantitative Management
Illinois
$179M -$17.9M 43 17.06% Reduced
1399
JGP Wealth Management
JGP Wealth Management
Oregon
$179M -$7.02M 20 16.07% Reduced
1400
Tributary Capital Management
Tributary Capital Management
Nebraska
$179M -$19.1M 11 14.71% Reduced