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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
2226	Advent Capital Management New York	$71.9M	+$4.1M	6	1.61%	Increased
2227	SWM Stockman Wealth Management Billings, Montana	$71.9M	-$3.78M	11	7.43%	Reduced
2228	WAM Winslow Asset Management Beachwood, Ohio	$71.8M	-$5.79M	5	12.48%	Reduced
2229	MLTEF Metatron Long Term Equity Fund Birkirkara,	$71.7M	+$61.8M	13	32.57%	New
2230	PFM Premier Fund Managers Guildford, United Kingdom	$71.7M	-$11.2M	13	6.5%	Reduced
2231	RIA Regal Investment Advisors Kentwood, Michigan	$71.6M	+$797K	20	3.72%	Increased
2232	TWP Triad Wealth Partners Lawrence, Kansas	$71.4M	+$13M	25	4.21%	Increased
2233	SONA Asset Management (US) New York	$71.4M	-$27.6M	16	1.5%	Reduced
2234	WB Webster Bank Waterbury, Connecticut	$71.3M	-$2.4M	31	6.19%	Reduced
2235	BRG Bay Rivers Group Williamsburg, Virginia	$71.1M	-$1.87M	13	24.27%	Reduced
2236	AO Advisor OS Chicago, Illinois	$71.1M	+$1.21M	32	4.75%	Increased
2237	EWM Elite Wealth Management Kirkland, Washington	$71M	-$1.02M	5	21.05%	Reduced
2238	RAM Riggs Asset Management Dallas, Pennsylvania	$71M	-$2.28M	8	12.67%	Reduced
2239	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$70.9M	+$656K	12	4.23%	Increased
2240	BCM Berbice Capital Management Melville, New York	$70.9M	+$3.76M	24	36.71%	Increased
2241	SM Samjo Management New York	$70.9M	-$37.7M	6	24.2%	Reduced
2242	OC Opal Capital Boca Raton, Florida	$70.7M	+$10.8M	16	12.63%	Increased
2243	RMC Ring Mountain Capital Tiburon, California	$70.7M	+$2.42M	15	29.67%	Increased
2244	CCA Childress Capital Advisors Houston, Texas	$70.5M	-$1.55M	20	11.56%	Reduced
2245	CFA Camarda Financial Advisors Fleming Island, Florida	$70.5M	+$6.15M	15	21.33%	Increased
2246	MMPW Mitchell McLeod Pugh & Williams Mobile, Alabama	$70.5M	+$2.33M	20	8.65%	Increased
2247	JAG Journey Advisory Group Covington, Kentucky	$70.4M	+$2.55M	19	5.38%	Increased
2248	HA HHLR Advisors Grand Cayman, Cayman Islands	$70.2M	+$2.58M	8	8.43%	Increased
2249	ACM Anomaly Capital Management New York	$70.1M	-$81M	2	2.68%	Reduced
2250	Rubric Capital Management (New York) New York	$70M	-$63.7M	1	0.64%	Reduced