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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
2001	ASP Adams Street Partners Chicago, Illinois	$88M	+$93.7M	1	19.88%	New
2002	PCP Polunin Capital Partners London, United Kingdom	$88M	+$9.3M	4	21.59%	Increased
2003	AF Advisornet Financial Minnetonka, Minnesota	$87.9M	-$145K	65	4.02%	Reduced
2004	DE Diversified Enterprises Wilmington, Delaware	$87.9M	+$1.87M	27	4.25%	Increased
2005	SWK Stephen W. Kidder	$87.8M	-$1.86M	9	22.2%	Reduced
2006	JA JLB & Associates Plymouth, Michigan	$87.7M	+$9.76M	5	11.72%	Increased
2007	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$87.7M	-$64.6M	26	9%	Reduced
2008	Smithfield Trust Pittsburgh, Pennsylvania	$87.6M	+$241K	45	3.5%	Increased
2009	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$87.5M	-$5.31M	23	8.9%	Reduced
2010	RPC Rossmore Private Capital Glastonbury, Connecticut	$87.5M	+$12.9M	20	7.07%	Increased
2011	AP Atwood & Palmer Kansas City, Missouri	$87.5M	-$9.38M	23	4.67%	Reduced
2012	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$87.5M	-$2.52M	28	22.46%	Reduced
2013	IFS Integrated Financial Solutions Reston, Virginia	$87.4M	-$186K	8	47.23%	Reduced
2014	SST S Squared Technology New York	$87.3M	-$31.2M	6	27.09%	Reduced
2015	FFS Founders Financial Securities Towson, Maryland	$87.2M	+$1.03M	20	4.47%	Increased
2016	IP Intellectus Partners San Francisco, California	$87.2M	-$8.95M	18	15.08%	Reduced
2017	EWS Evergreen Wealth Solutions Williamsport, Pennsylvania	$87.2M	+$1.31M	24	4.56%	Increased
2018	JSA Jacobson & Schmitt Advisors Middleton, Wisconsin	$86.9M	+$18.2M	7	14.19%	Increased
2019	FWP FAS Wealth Partners Leawood, Kansas	$86.7M	+$3.56M	18	4.52%	Increased
2020	BAM Berkshire Asset Management Wilkes Barre, Pennsylvania	$86.7M	-$1.6M	17	3.4%	Reduced
2021	PAS Professional Advisory Services Vero Beach, Florida	$86.6M	-$37.9M	8	10.37%	Reduced
2022	PC Promethos Capital Boston, Massachusetts	$86.6M	-$8.46M	5	23.54%	Reduced
2023	WA Watchtower Advisors Old Greenwich, Connecticut	$86.6M	-$19M	4	48.19%	Reduced
2024	CCM Carderock Capital Management Chevy Chase, Maryland	$86.3M	-$8.95M	7	18.94%	Reduced
2025	LWMM Legacy Wealth Management (Mississippi) Ridgeland, Mississippi	$86.2M	+$2.41M	10	22.12%	Increased