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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
1826	Junto Capital Management New York	$106M	-$372M	3	1.87%	Reduced
1827	Timber Creek Capital Management Boston, Massachusetts	$106M	-$1.86M	9	21.7%	Reduced
1828	Banque Cantonale Vaudoise Lausanne, Switzerland	$106M	-$83.3M	47	14.7%	Reduced
1829	CFSG Community Financial Services Group Newport, Vermont	$106M	+$7.79M	24	15.44%	Increased
1830	MONECO Advisors Fairfield, Connecticut	$106M	+$25.2M	25	6.48%	Increased
1831	Ophir Asset Management Sydney, Australia	$106M	-$100M	3	8.71%	Reduced
1832	Barlow Wealth Partners Louisville, Kentucky	$106M	-$2.78M	11	11.42%	Reduced
1833	Ninety One Cape Town, South Africa	$106M	+$2.53M	7	5.72%	Increased
1834	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$106M	+$154K	8	3.44%	Increased
1835	NBC Securities Birmingham, Alabama	$105M	-$3.59M	73	7.14%	Reduced
1836	CRB Chad R. Baker	$105M	+$1.09M	6	17.01%	Increased
1837	Transamerica Financial Advisors St. Petersburg, Florida	$105M	+$20.6M	74	8.92%	Increased
1838	Capital Investment Services of America Milwaukee, Wisconsin	$105M	-$3.83M	4	10.32%	Reduced
1839	Central Pacific Bank - Trust Division Honolulu, Hawaii	$105M	+$346K	43	10.69%	Increased
1840	Capital Analysts LLC Fort Washington, Pennsylvania	$105M	+$6.2M	38	2.42%	Increased
1841	CSNH Crow's Nest Holdings Richmond, Virginia	$105M	-$2.94M	2	31.74%	Reduced
1842	James Investment Research Alpha, Ohio	$105M	-$2.75M	17	10.66%	Reduced
1843	Legacy Private Trust Neenah, Wisconsin	$105M	-$3.19M	15	5.8%	Reduced
1844	Advisors Management Group La Crosse, Wisconsin	$105M	-$9.9M	14	17.35%	Reduced
1845	Denali Advisors San Diego, California	$104M	+$20M	12	10.5%	Increased
1846	Eldred Rock Partners San Antonio, Texas	$104M	-$1.16M	4	22.41%	Reduced
1847	Benchmark Investment Advisors Chicago, Illinois	$104M	+$609K	12	45.66%	Increased
1848	G2 Investment Partners Management New York	$104M	-$32.6M	10	18.94%	Reduced
1849	11 Capital Partners Darien, Connecticut	$104M	+$22.4M	4	28.24%	Increased
1850	De Burlo Group Boston, Massachusetts	$104M	-$10.8M	10	18.94%	Reduced