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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
1676	IQI Integrated Quantitative Investments Bellevue, Washington	$124M	+$13.4M	33	20.27%	Increased
1677	CCIP Camrose Capital Investment Partners London, United Kingdom	$124M	-$10.1M	1	13.97%	Reduced
1678	IAM Infinitum Asset Management Fort Lauderdale, Florida	$124M	-$3.96M	2	12.57%	Reduced
1679	LBWM Left Brain Wealth Management Naperville, Illinois	$123M	+$32.3M	24	37.23%	Increased
1680	SWA SFMG Wealth Advisors Plano, Texas	$123M	+$1.14M	18	7.43%	Increased
1681	SVWAG Sound View Wealth Advisors Group Savannah, Georgia	$123M	-$3.2M	26	7.64%	Reduced
1682	WA WFM Asia Road Town, Tortola, British Virgin Islands	$123M	+$68.5M	1	18.56%	New
1683	BRA Bender Robert & Associates Pasadena, California	$123M	-$1.97M	4	25.53%	Reduced
1684	GP Geneva Partners Lake Geneva, Wisconsin	$123M	+$45.6M	12	32.74%	Increased
1685	MPPLM Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin	$123M	+$1.61M	16	24.05%	Increased
1686	Confluence Wealth Services Mcmurray, Pennsylvania	$123M	+$37.6M	28	3.51%	Increased
1687	MADR Milestones Administradora de Recursos Jaragua Do Sul, Brazil	$122M	-$12M	4	23.63%	Reduced
1688	GWM Greenwich Wealth Management Greenwich, Connecticut	$122M	-$471K	19	4.45%	Reduced
1689	FSA Fort Sheridan Advisors Highland Park, Illinois	$122M	-$1.82M	22	13.14%	Reduced
1690	KCL KR Capital LP New York City, New York	$122M	+$23.4M	13	12.09%	Increased
1691	WU Washington University St Louis, Missouri	$122M	+$130M	1	45.99%	New
1692	SCM SG Capital Management Chicago, Illinois	$122M	-$75.9M	9	10.04%	Reduced
1693	CIAS Capital Investment Advisory Services Raleigh, North Carolina	$122M	-$4.15M	35	7.5%	Reduced
1694	QIM Quest Investment Management Lake Oswego, Oregon	$121M	-$6.62M	8	14.14%	Reduced
1695	VV Verity & Verity Beaufort, South Carolina	$121M	-$11.6M	8	8.31%	Reduced
1696	PCP Proficio Capital Partners Newton, Massachusetts	$121M	+$60.2M	36	4.33%	Increased
1697	IGGA Iron Gate Global Advisors Nsl, Utah	$121M	+$814K	8	11.65%	Increased
1698	RBC Romano Brothers & Co Evanston, Illinois	$120M	-$7.18M	20	12.12%	Reduced
1699	Forvis Mazars Wealth Advisors Springfield, Missouri	$120M	+$88.8K	21	2.01%	Increased
1700	PCM Princeton Capital Management Red Bank, New Jersey	$120M	-$393K	18	27.1%	Reduced