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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
2176	ECM EagleClaw Capital Management Boston, Massachusetts	$74.9M	-$1.59M	8	10.05%	Reduced
2177	GC Globeflex Capital San Diego, California	$74.8M	+$9.51M	23	9.56%	Increased
2178	AC AMS Capital Sao Paulo, Brazil	$74.8M	+$64.4M	3	25.7%	Increased
2179	CF Clarity Financial Houston, Texas	$74.7M	+$37.5M	8	6.35%	Increased
2180	MIP Marietta Investment Partners Milwaukee, Wisconsin	$74.7M	+$4.84M	18	12.84%	Increased
2181	SAW Signal Advisors Wealth Detroit, Michigan	$74.6M	-$22.4M	25	3.77%	Reduced
2182	AFT Alpha Family Trust Los Angeles, California	$74.6M	+$1.77M	20	30.01%	Increased
2183	GTAM Global Trust Asset Management West Palm Beach, Florida	$74.6M	+$3.87M	33	23.33%	Increased
2184	CCG Chatham Capital Group Savannah, Georgia	$74.4M	+$1.41M	12	9.5%	Increased
2185	SIM Seaview Investment Managers Miami, Florida	$74.3M	-$22.7M	12	22.19%	Reduced
2186	IIC Ironwood Investment Counsel Scottsdale, Arizona	$74.2M	-$343K	26	9.74%	Reduced
2187	AWAG ARS Wealth Advisors Group St. Petersburg, Florida	$74.1M	+$218K	11	5.8%	Increased
2188	IWS Insight Wealth Strategies San Ramon, California	$74.1M	+$3.41M	10	7.23%	Increased
2189	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$74.1M	-$2.15M	6	14.84%	Reduced
2190	YRHAM Yong Rong (HK) Asset Management Sheung Wan, Hong Kong	$74M	+$4.68M	2	62.4%	Increased
2191	Beck Mack & Oliver New York	$74M	+$1.1M	12	1.44%	Increased
2192	PCS Personal CFO Solutions Chester, New Jersey	$74M	+$3.25M	41	10.69%	Increased
2193	CBTWT Community Bank & Trust (Waco, Texas) Waco, Texas	$73.9M	-$1.92M	12	13.33%	Reduced
2194	SAM Secure Asset Management Troy, Michigan	$73.9M	+$3.03M	21	10.36%	Increased
2195	PAMS Pinpoint Asset Management (Singapore) Singapore,	$73.7M	-$6.74M	35	14.95%	Reduced
2196	TW Tempo Wealth Independence, Ohio	$73.6M	+$2.03M	16	10.9%	Increased
2197	AC Arjuna Capital Durham, North Carolina	$73.4M	+$4.29M	10	16.52%	Increased
2198	TWM Tradition Wealth Management Edina, Minnesota	$73.4M	+$2.94M	23	4.49%	Increased
2199	BOH Bank of Hawaii Honolulu, Hawaii	$73.3M	-$2.88M	15	3.61%	Reduced
2200	WFC Western Financial Corp San Diego, California	$73.2M	-$2.96M	16	21.44%	Reduced