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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
2126	HP Havemeyer Place Greenwich, Connecticut	$78.7M	-$25.3M	32	7.77%	Reduced
2127	DWA Dorsey Wright & Associates Pasadena, California	$78.7M	+$1.12M	13	13.35%	Increased
2128	SGI Summit Global Investments Bountiful, Utah	$78.6M	-$27.8M	35	4.29%	Reduced
2129	LRPA L. Roy Papp & Associates Phoenix, Arizona	$78.5M	+$1.35M	16	8.25%	Increased
2130	Advisory Alpha Holland, Michigan	$78.4M	+$4.45M	22	1.92%	Increased
2131	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$78.4M	+$4.34M	17	4.21%	Increased
2132	MKA M. Kulyk & Associates Decatur, Georgia	$78.4M	+$6.17M	10	12.79%	Increased
2133	KC Kryger Capital London, United Kingdom	$78.3M	+$38.2M	2	4.47%	Increased
2134	CPW Cove Private Wealth Oyster Bay Cove, New York	$78.3M	+$3.96M	17	15.12%	Increased
2135	TC Trilogy Capital Irvine, California	$78.1M	-$6.27M	25	3.03%	Reduced
2136	CMF Counterpoint Mutual Funds San Diego, California	$78.1M	+$6.19M	26	7.73%	Increased
2137	AC Asio Capital Lexington, Kentucky	$78M	-$5.69M	6	9.99%	Reduced
2138	SCI S&CO Inc Boston, Massachusetts	$78M	-$77.9K	12	4.51%	Reduced
2139	LWAM Legacy Wealth Asset Management Woodbury, Minnesota	$77.8M	-$1.91M	28	17.08%	Reduced
2140	WBC West Branch Capital Amherst, Massachusetts	$77.8M	+$2.86M	19	18.08%	Increased
2141	AMG National Trust Bank Greenwood Village, Colorado	$77.8M	-$9.74M	22	1.59%	Reduced
2142	BFG Bouchey Financial Group Troy, New York	$77.7M	+$4M	18	5.02%	Increased
2143	SIA Strategic Investment Advisors Farmington Hills, Michigan	$77.6M	+$1.19M	27	4.69%	Increased
2144	OF Optimize Financial Laguna Hills, California	$77.5M	-$202K	15	27.84%	Reduced
2145	BMWM Brown Miller Wealth Management Mclean, Virginia	$77.4M	+$1.32M	14	19.49%	Increased
2146	KCM Kanawha Capital Management Richmond, Virginia	$77.4M	+$1.3M	17	5.04%	Increased
2147	RRA Round Rock Advisors Wilton, Connecticut	$77.4M	-$2.54M	18	9.97%	Reduced
2148	ACM Aljian Capital Management Carson City, Nevada	$77.3M	+$1.73M	13	14.32%	Increased
2149	HT Heritage Trust Oklahoma City, Oklahoma	$77.3M	+$1.25M	17	6.69%	Increased
2150	CSA Cornerstone Select Advisors St. Louis, Missouri	$77.2M	+$6.68M	15	32.51%	Increased