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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
2251	CC Colrain Capital Boston, Massachusetts	$69.9M	-$13.6M	2	23.68%	Reduced
2252	WJS William John Sempolinski Easton, Massachusetts	$69.8M	+$5.29M	13	28.2%	Increased
2253	SP SWS Partners Columbus, Ohio	$69.8M	-$4.64M	8	15.08%	Reduced
2254	QL Quarry LP New York	$69.8M	+$34.9M	82	5.8%	Increased
2255	CIM Cambria Investment Management Manhattan Beach, California	$69.7M	+$28.1M	27	3.45%	Increased
2256	DRD Dennis R. Delaney	$69.7M	-$5.2M	6	22.2%	Reduced
2257	FDCP Foster Dykema Cabot & Partners Waltham, Massachusetts	$69.6M	-$220K	17	4.04%	Reduced
2258	SC Seldon Capital San Francisco, California	$69.6M	+$12.9M	15	21.78%	Increased
2259	OFS OneAscent Financial Services Birmingham, Alabama	$69.6M	+$2.51M	23	3.33%	Increased
2260	MC Metropolis Capital Amersham, United Kingdom	$69.5M	-$371M	2	2.02%	Reduced
2261	CAMV Concord Asset Management (Virginia) Abingdon, Virginia	$69.3M	+$4.94M	15	10.74%	Increased
2262	SCM Schnieders Capital Management Pasadena, California	$69.3M	+$5.8M	19	9.09%	Increased
2263	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$69.2M	+$61.4M	13	5.63%	New
2264	BC Birchview Capital Burlington, Vermont	$69M	-$4.35M	2	32.28%	Reduced
2265	CCP Cunning Capital Partners Morrisville, North Carolina	$69M	$0	4	27.85%	Maintained
2266	PRA Pine Ridge Advisers New York	$69M	+$2.43M	3	4.16%	Increased
2267	GCP GSA Capital Partners London, United Kingdom	$68.8M	-$25.4M	71	4.34%	Reduced
2268	BBL Beck Bode LLC Dedham, Massachusetts	$68.8M	+$3.08M	6	10.41%	Increased
2269	CT Colonial Trust Spartanburg, South Carolina	$68.7M	-$1.53M	44	8.7%	Reduced
2270	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$68.7M	-$9.69M	13	12.95%	Reduced
2271	IB Iyo Bank Matsuyama, Japan	$68.6M	+$12.3M	7	20.83%	Increased
2272	MC Mirabaud & Cie Geneva, Switzerland	$68.5M	-$7.25M	7	27.5%	Reduced
2273	CIM CIM Investment Management Pittsburgh, Pennsylvania	$68.4M	-$10.1M	24	16.41%	Reduced
2274	PWM Positano Wealth Management Hong Kong,	$68.1M	-$1.26M	7	36.86%	Reduced
2275	WAOTB Wealth Advisors of Tampa Bay Tampa, Florida	$68.1M	-$326K	7	20.83%	Reduced