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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
2276	AGC ARP Global Capital Dubai,	$68M	+$32.8M	6	29.34%	Increased
2277	CB Community Bank Dewitt, New York	$68M	-$2.45M	19	7.34%	Reduced
2278	MAC Mason & Associates (California) Los Angeles, California	$67.8M	-$10.8M	10	10.95%	Reduced
2279	DCM Decatur Capital Management Decatur, Georgia	$67.8M	-$601K	6	22.99%	Reduced
2280	RMC Resources Management Corp West Hartford, Connecticut	$67.8M	-$5.1M	9	8.54%	Reduced
2281	Generation Investment Management London, United Kingdom	$67.7M	+$1.1M	1	0.66%	Increased
2282	ZCP Z3 Capital Partners Richmond, Virginia	$67.7M	+$374K	12	14.2%	Increased
2283	HPC Highland Peak Capital Old Greenwich, Connecticut	$67.6M	-$56M	1	19.68%	Reduced
2284	PA Perennial Advisors New York	$67.6M	+$5.17M	15	10.41%	Increased
2285	SAS Stelac Advisory Services New York	$67.5M	+$539K	13	12.59%	Increased
2286	OFS OMC Financial Services Dewitt, New York	$67.5M	-$1.05M	3	22.37%	Reduced
2287	GSWM Golden State Wealth Management Santa Ana, California	$67.5M	+$1.49M	50	6.15%	Increased
2288	LCM Landscape Capital Management Englewood, New Jersey	$67.3M	-$19.8M	24	4.37%	Reduced
2289	Financial Engines Advisors Santa Clara, California	$67.1M	-$802K	22	0.12%	Reduced
2290	CI CacheTech Inc Logan, Utah	$67M	-$973K	13	10.85%	Reduced
2291	PIM Platinum Investment Management Sydney Australia 2000, Australia	$66.9M	-$2.23M	7	16.46%	Reduced
2292	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$66.8M	+$8.84M	38	6.62%	Increased
2293	CA Claro Advisors Boston, Massachusetts	$66.7M	+$3.54M	23	7%	Increased
2294	HCM HMI Capital Management San Francisco, California	$66.7M	+$57.6M	2	9.37%	New
2295	GPWM Grant Private Wealth Management Pleasanton, California	$66.7M	+$5.34M	15	28.14%	Increased
2296	MWA Meridian Wealth Advisors Austin, Texas	$66.7M	+$4M	16	7.58%	Increased
2297	AF Apollon Financial Mount Pleasant, South Carolina	$66.7M	+$2.84M	14	7.87%	Increased
2298	SFCL Strengthening Families & Communities LLC Boston, Massachusetts	$66.6M	-$1.8M	49	14.83%	Reduced
2299	JAFL Jay A. Fishman Ltd Troy, Michigan	$66.6M	+$2.12M	3	5.3%	Increased
2300	CCM Capstone Capital Management Hong Kong,	$66.6M	-$2.02M	37	29.8%	Reduced