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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
2076	AIA AssuredPartners Investment Advisors Tampa, Florida	$82.3M	-$6.8M	21	7.96%	Reduced
2077	PG Patten Group Chattanooga, Tennessee	$82.3M	+$3.84M	20	12.79%	Increased
2078	SA Sovran Advisors San Diego, California	$82.1M	+$6.81M	21	6.12%	Increased
2079	SHFA SS&H Financial Advisors Troy, Michigan	$82M	+$65.7M	9	20.99%	New
2080	ITFISA Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Warsaw,	$82M	-$12.1M	24	27.3%	Reduced
2081	Avantax Planning Partners Dubuque, Iowa	$82M	-$2.88M	21	2.04%	Reduced
2082	WIM Westside Investment Management Santa Monica, California	$81.9M	-$2.87M	52	10.76%	Reduced
2083	PP Patten & Patten Chattanooga, Tennessee	$81.8M	-$5.19M	20	4.33%	Reduced
2084	SF Symphony Financial Houston, Texas	$81.7M	+$7.89M	26	8.94%	Increased
2085	WIC Woodmont Investment Counsel Nashville, Tennessee	$81.5M	-$620K	17	4.45%	Reduced
2086	EFMH E Fund Management (HK) Central, Hong Kong	$81.5M	+$16.2M	36	27.02%	Increased
2087	SI Shaker Investments Cleveland, Ohio	$81.4M	+$13.6M	15	29.24%	Increased
2088	TAM Titleist Asset Management San Antonio, Texas	$81.3M	-$2.92M	18	5.47%	Reduced
2089	GL Governors Lane New York	$81.2M	+$27.3M	7	6.78%	Increased
2090	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$81.2M	+$3.49M	90	5.54%	Increased
2091	UAM UAS Asset Management New York	$81.1M	+$28.2M	2	17.48%	Increased
2092	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$81M	-$742K	16	11.92%	Reduced
2093	DE DV Equities Chicago, Illinois	$80.9M	+$73.9M	7	11.59%	New
2094	3IP 3Chopt Investment Partners Richmond, Virginia	$80.8M	+$3.96M	20	15.18%	Increased
2095	HLAM Hidden Lake Asset Management New York	$80.7M	-$5.68M	8	24.3%	Reduced
2096	WPP Whalerock Point Partners Providence, Rhode Island	$80.7M	+$218K	15	13.76%	Increased
2097	BB Bell Bank Fargo, North Dakota	$80.7M	+$2.66M	15	3.08%	Increased
2098	Seizert Capital Partners Birmingham, Michigan	$80.6M	-$16.1M	3	3.33%	Reduced
2099	OL Optas LLC Austin, Texas	$80.6M	-$29.8M	30	11.29%	Reduced
2100	BFA Beaumont Financial Advisors Needham, Massachusetts	$80.5M	+$1.64M	23	5.12%	Increased