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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
1901	PWM Pathway Wealth Management Dallas, Texas	$98.5M	-$3.87M	9	68.66%	Reduced
1902	TPWA TRUE Private Wealth Advisors Salem, Oregon	$98.4M	+$859K	20	8.49%	Increased
1903	WAM Werlinich Asset Management Stamford, Connecticut	$98.3M	-$348K	5	37.57%	Reduced
1904	Hancock Prospecting West Perth, Australia	$98.3M	$0	2	1.72%	Maintained
1905	TCA Transcend Capital Advisors Madison, New Jersey	$98.2M	-$4.27M	34	6.63%	Reduced
1906	Csenge Advisory Group Clearwater, Florida	$98M	+$1.47M	31	3.97%	Increased
1907	KIM Kane Investment Management Los Gatos, California	$97.8M	+$1.49M	11	41.7%	Increased
1908	RP Rice Partnership Honolulu, Hawaii	$97.8M	-$10.9M	12	11.87%	Reduced
1909	BIG Brookwood Investment Group Phoenix, Arizona	$97.7M	-$6.95M	23	11%	Reduced
1910	V ValueWorks New York	$97.6M	-$5.79M	4	20.36%	Reduced
1911	TP TritonPoint Partners Chevy Chase, Maryland	$97.4M	+$61.3M	20	8.08%	Increased
1912	SIG Sky Investment Group Hartford, Connecticut	$97.3M	+$3M	10	15.27%	Increased
1913	BHB Bank Hapoalim BM Tel Aviv, Israel	$97.3M	-$5.71M	15	6.46%	Reduced
1914	HP Hound Partners New York	$97.2M	-$1.72M	1	11.27%	Reduced
1915	KLWA Kelly Lawrence W & Associates Pasadens, California	$97.1M	-$13.9M	8	20.75%	Reduced
1916	HCA Harbour Capital Advisors Tysons Corner, Virginia	$97M	+$104K	21	17.67%	Increased
1917	WAM Weatherly Asset Management Del Mar, California	$97M	-$3.3M	14	6.9%	Reduced
1918	OQS Occudo Quantitative Strategies Fort Lauderdale, Florida	$96.9M	-$73.4M	30	5.15%	Reduced
1919	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$96.6M	+$14M	13	14.65%	Increased
1920	BEAM Baker Ellis Asset Management Vancouver, Washington	$96.4M	+$6.34M	14	10%	Increased
1921	CWP Concord Wealth Partners Abingdon, Virginia	$96.1M	+$7.08M	41	11.01%	Increased
1922	KFS Kurt F. Somerville	$96M	-$5.13M	10	22.93%	Reduced
1923	B Bellecapital Zurich, Switzerland	$95.8M	-$37.3M	6	15.32%	Reduced
1924	Quantbot Technologies New York	$95.7M	-$44.6M	65	3.77%	Reduced
1925	FNFDCM Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia	$95.7M	+$967K	12	7.83%	Increased