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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
2051	BCA Bay Colony Advisors Concord, Massachusetts	$84.3M	+$2.78M	23	9.34%	Increased
2052	Intact Investment Management Montreal, Quebec, Canada	$84.2M	-$27.6M	9	2.39%	Reduced
2053	SAM Sompo Asset Management Tokyo, Japan	$84.1M	-$5.14M	11	13.81%	Reduced
2054	HW Hedeker Wealth Lincolnshire, Illinois	$84M	-$13.6M	4	16.02%	Reduced
2055	BL BFSG LLC Irvine, California	$84M	-$1.22M	23	7.44%	Reduced
2056	SageView Advisory Group Newport Beach, California	$83.9M	-$1.94M	29	2.75%	Reduced
2057	PA Paragon Advisors College Station, Texas	$83.8M	-$216K	9	17.59%	Reduced
2058	UC Unio Capital Princeton, New Jersey	$83.6M	-$694K	3	15.88%	Reduced
2059	GIM Generali Investments Management Ljubljana, Slovenia	$83.5M	+$1.83M	16	18.15%	Increased
2060	UBV United Bank (Virginia) Vienna, Virginia	$83.5M	-$4.07M	11	9.79%	Reduced
2061	MCP Mirador Capital Partners Pleasanton, California	$83.4M	+$8.18M	21	10.21%	Increased
2062	MCM MV Capital Management Bethesda, Maryland	$83.4M	-$3.57M	54	7.39%	Reduced
2063	CFM Compass Financial Management Tampa, Florida	$83.3M	+$74.8M	43	10.05%	New
2064	PCA Peddock Capital Advisors Braintree, Massachusetts	$83.3M	-$6.25M	9	16.63%	Reduced
2065	WMP Wealth Management Partners Tucson, Arizona	$83.2M	-$4.39M	15	19.58%	Reduced
2066	VCM Versant Capital Management Phoenix, Arizona	$83.2M	-$3.02M	90	7.46%	Reduced
2067	Hills Bank & Trust North Liberty, Iowa	$83.2M	+$35.3K	17	3.54%	Increased
2068	WPI Walter Public Investments Westmount, Canada	$83M	-$8.98M	6	19.98%	Reduced
2069	CF Cypress Funds Los Angeles, California	$82.9M	-$31M	3	26.39%	Reduced
2070	GFP Gryphon Financial Partners Columbus, Ohio	$82.8M	+$5.88M	23	7.3%	Increased
2071	LAM LOM Asset Management Hamilton,	$82.7M	-$2.99M	17	21.36%	Reduced
2072	SAM Smithbridge Asset Management Chadds Ford, Pennsylvania	$82.6M	-$3.93M	8	11.25%	Reduced
2073	KL KWMG LLC Overland Park, Kansas	$82.5M	-$2.1M	8	5.97%	Reduced
2074	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$82.4M	-$68.8M	3	0.52%	Reduced
2075	KAS Kemnay Advisory Services New York	$82.3M	+$5.43M	64	10.4%	Increased