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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
1876	PIM Peregrine Investment Management Toronto, Ontario, Canada	$101M	+$26.6M	9	42.87%	Increased
1877	SWA Stratos Wealth Advisors Beachwood, Ohio	$101M	+$1.48M	24	5.52%	Increased
1878	GPTE Generali Powszechne Towarzystwo Emerytalne Warsaw, Poland	$100M	-$20.9M	2	15.93%	Reduced
1879	AWM Aprio Wealth Management Atlanta, Georgia	$100M	+$5.38M	27	4.96%	Increased
1880	WG Warner Group Madison, Connecticut	$100M	+$41.5M	9	24.71%	Increased
1881	PTC Petrus Trust Company Dallas, Texas	$100M	+$24.5M	2	9.42%	Increased
1882	HA Harbor Advisors West Palm Beach, Florida	$100M	-$320K	9	12.59%	Reduced
1883	SMTF Sphera Management Technology Funds Tel Aviv, Israel	$100M	-$4.37M	22	34.97%	Reduced
1884	VAS Valicenti Advisory Services Elmira, New York	$100M	-$4.69M	7	18.88%	Reduced
1885	SI Seeds Investor New York	$99.7M	+$41.2M	27	10.25%	Increased
1886	Twin Tree Management Dallas, Texas	$99.7M	-$3.15M	46	1.88%	Reduced
1887	CIG Cullen Investment Group Lafayette, Louisiana	$99.5M	-$1.03M	11	12.04%	Reduced
1888	DAM Deltec Asset Management New York	$99.5M	+$741K	12	14.7%	Increased
1889	HVIA Hudson Valley Investment Advisors Goshen, New York	$99.2M	-$12.5M	8	12.06%	Reduced
1890	AFM Anson Funds Management Dallas, Texas	$99.2M	-$9.58M	11	5.89%	Reduced
1891	VWA Visionary Wealth Advisors O'fallon, Illinois	$99.1M	+$2.5M	25	3.91%	Increased
1892	VCM Valiant Capital Management San Francisco, California	$99.1M	$0	3	4%	Maintained
1893	MCC Money Concepts Capital Palm Beach Gardens, Florida	$99M	-$4.38M	22	4.59%	Reduced
1894	HIP Harrell Investment Partners Austin, Texas	$99M	-$1.69M	15	21.45%	Reduced
1895	PTC Private Trust Company Cleveland, Ohio	$98.9M	-$2.67M	81	7.9%	Reduced
1896	BSG Black Swift Group Boulder, Colorado	$98.8M	+$15.4M	15	14.28%	Increased
1897	Chilton Investment Company Stamford, Connecticut	$98.7M	-$6.2M	23	2.37%	Reduced
1898	FA Fiduciary Alliance Greenville, South Carolina	$98.7M	-$41.2M	24	6.67%	Reduced
1899	CCI Credit Capital Investments Livingston, New Jersey	$98.6M	-$2.04M	6	56.49%	Reduced
1900	CL CVFG LLC Shelbyville, Indiana	$98.6M	+$9.9M	17	10.36%	Increased