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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
1551	WealthPlan Investment Management Omaha, Nebraska	$146M	+$1.8M	20	7.25%	Increased
1552	Totem Point Management New York	$146M	+$44M	12	89.21%	Increased
1553	Avior Wealth Management Omaha, Nebraska	$146M	-$24.8M	30	3.83%	Reduced
1554	Ausdal Financial Partners Davenport, Iowa	$146M	-$11M	36	5.69%	Reduced
1555	HughesLittle Investment Management Vancouver,	$145M	-$4.75M	2	25.2%	Reduced
1556	Procyon Advisors Shelton, Connecticut	$145M	+$10.5M	30	6.26%	Increased
1557	Nicolet Bankshares Green Bay, Wisconsin	$145M	-$82.5M	28	4.61%	Reduced
1558	Crawford Investment Counsel Atlanta, Georgia	$144M	+$6.84M	19	2.4%	Increased
1559	Generali Investments CEE Prague, Czech Republic	$144M	-$2.19M	18	6.82%	Reduced
1560	Trust Asset Management Houston, Texas	$144M	+$1.81M	24	8.95%	Increased
1561	Foster Victor Wealth Advisors Greenville, South Carolina	$144M	-$16.6M	14	7.54%	Reduced
1562	Longbow Finance Lutry, Switzerland	$144M	+$1.73M	8	18.35%	Increased
1563	Parcion Private Wealth Bellevue, Washington	$143M	-$116K	24	7.96%	Reduced
1564	SFA Spectrum Financial Alliance Nicholasville, Kentucky	$142M	-$61.7M	4	20.97%	Reduced
1565	Ithaka Group Arlington, Virginia	$142M	+$15M	7	25.82%	Increased
1566	Old West Investment Management Los Angeles, California	$142M	+$12.6M	17	15.06%	Increased
1567	Patient Capital Management Baltimore, Maryland	$142M	-$314K	1	4.65%	Reduced
1568	South Street Advisors New York	$142M	+$20.2M	9	18.47%	Increased
1569	CBT Central Bank & Trust Lexington, Kentucky	$142M	-$3.55M	15	20.09%	Reduced
1570	Grand Alliance Asset Management Central, Hong Kong	$142M	-$48.8M	11	85.06%	Reduced
1571	PFG Advisors Phoenix, Arizona	$142M	-$6.74M	29	7.14%	Reduced
1572	Four Tree Island Advisory Portsmouth, New Hampshire	$141M	+$1.78M	4	46.63%	Increased
1573	Torrey Growth & Income Advisors Del Mar, California	$141M	-$3.07M	15	47.95%	Reduced
1574	Penn Davis McFarland Dallas, Texas	$141M	-$6.62M	5	12.56%	Reduced
1575	Cooke & Bieler Philadelphia, Pennsylvania	$141M	-$14.6M	2	1.63%	Reduced