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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
1776	3CP 3G Capital Partners New York	$111M	+$45.4M	6	29.75%	Increased
1777	TCA Trifecta Capital Advisors Northbrook, Illinois	$111M	+$4.91M	32	14.3%	Increased
1778	TFIPS Towarzystwo Funduszy Inwestycyjnych PZU SA Warsaw,	$111M	+$24.5M	35	31.26%	Increased
1779	HCA Harbor Capital Advisors Chicago, Illinois	$111M	-$12.9M	34	7.55%	Reduced
1780	MAA Matrix Asset Advisors White Plains, New York	$111M	-$24.4M	5	9.01%	Reduced
1781	GAM Grandview Asset Management Harrisburg, Pennsylvania	$111M	+$91.6K	13	27.47%	Increased
1782	MWM Marietta Wealth Management Marietta, Georgia	$111M	-$2.23M	6	11.39%	Reduced
1783	KB Kimelman & Baird New York	$111M	-$1.96M	14	8.14%	Reduced
1784	CWM Compass Wealth Management Guilford, Connecticut	$110M	-$7.02M	13	20.88%	Reduced
1785	CAM Carret Asset Management New York	$110M	-$5.11M	16	9.64%	Reduced
1786	KG Kieckhefer Group Mequon, Wisconsin	$110M	+$7.94M	10	44.85%	Increased
1787	CCFM Clear Creek Financial Management Silverdale, Washington	$110M	+$5.42M	26	7.09%	Increased
1788	NWM Nicola Wealth Management Vancouver, British Columbia, Canada	$110M	+$10.2M	5	12.69%	Increased
1789	DRW Securities Chicago, Illinois	$110M	-$22.1M	21	2.67%	Reduced
1790	F FIFTHDELTA London, United Kingdom	$110M	-$76.3M	2	12.86%	Reduced
1791	MAP Managed Asset Portfolios Rochester, Michigan	$110M	-$1.69M	2	12.53%	Reduced
1792	VHMC Value Holdings Management Company Hampton Bays, New York	$110M	-$40.1M	2	18.31%	Reduced
1793	HWM Heirloom Wealth Management Greenwood Village, Colorado	$109M	-$502K	5	15.86%	Reduced
1794	PP PDS Planning Dublin, Ohio	$109M	+$2.71M	35	6.33%	Increased
1795	RIA RPG Investment Advisory Pleasanton, California	$109M	-$11.5M	5	11.19%	Reduced
1796	NSCM New South Capital Management Memphis, Tennessee	$109M	-$5.88M	1	4.77%	Reduced
1797	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$109M	+$889K	11	10.14%	Increased
1798	ACP Aviance Capital Partners Naples, Florida	$109M	-$5.79M	21	11.29%	Reduced
1799	MIM Morningstar Investment Management Chicago, Illinois	$109M	-$5.82M	17	6.7%	Reduced
1800	SWP Strategic Wealth Partners Independence, Ohio	$109M	-$44.6M	48	6.72%	Reduced