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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
1726	SIA SeaBridge Investment Advisors Summit, New Jersey	$117M	+$1.26M	15	16.86%	Increased
1727	AIM Anchor Investment Management Columbia, South Carolina	$116M	-$2.5M	34	8.76%	Reduced
1728	MMG Monetary Management Group St Louis, Missouri	$116M	+$1.32M	21	23.88%	Increased
1729	FCM Fernbridge Capital Management Los Angeles, California	$116M	+$57.6M	3	8.5%	Increased
1730	GGS Galvin Gaustad & Stein Scottsdale, Arizona	$116M	-$3.94M	17	8.57%	Reduced
1731	SW SlateStone Wealth Jupiter, Florida	$116M	+$1.38M	18	8.89%	Increased
1732	Pure Financial Advisors San Diego, California	$116M	+$10.9M	33	1.48%	Increased
1733	WA Wealth Architects Mountain View, California	$116M	-$22.5M	21	9.15%	Reduced
1734	AWM Accurate Wealth Management Wesley Chapel, Florida	$116M	+$13.8M	26	11.04%	Increased
1735	WFA Wellspring Financial Advisors Cleveland, Ohio	$116M	-$21.7M	21	7.61%	Reduced
1736	OAM Occidental Asset Management Burlingame, California	$116M	+$14M	18	11.47%	Increased
1737	DCA DSG Capital Advisors Edina, Minnesota	$115M	+$7.38K	12	16.39%	Increased
1738	CCA Checchi Capital Advisers Beverly Hills, California	$115M	+$2.07M	34	5.2%	Increased
1739	JLBC J.L. Bainbridge & Co Sarasota, Florida	$115M	+$9.76M	10	9.08%	Increased
1740	Longaeva Partners Chicago, Illinois	$115M	-$137M	14	2.52%	Reduced
1741	FFG Fortem Financial Group Palm Desert, California	$115M	+$5.54M	17	23.49%	Increased
1742	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$115M	-$374K	19	2.5%	Reduced
1743	Circle Wealth Management Summit, New Jersey	$115M	+$12.1M	29	1.44%	Increased
1744	JCM Jacobi Capital Management Pittston, Pennsylvania	$115M	-$591K	28	5.6%	Reduced
1745	PFA Perryman Financial Advisory Dallas, Texas	$114M	+$3.64M	10	15.23%	Increased
1746	ZF Zhang Financial Portage, Michigan	$114M	+$585K	20	3.34%	Increased
1747	OPCM Osborne Partners Capital Management San Francisco, California	$114M	-$27.9M	14	6.35%	Reduced
1748	PIA Perennial Investment Advisors Los Angeles, California	$114M	+$4.29M	26	7.58%	Increased
1749	CFG Cooper Financial Group Irvine, California	$114M	+$3.39M	26	9.46%	Increased
1750	PM Phraction Management Colchester, Connecticut	$114M	-$17.6M	10	19.14%	Reduced