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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
2301	UAG United Advisor Group Cincinnati, Ohio	$66.5M	+$727K	25	7.02%	Increased
2302	CT Clearstead Trust Portland, Maine	$66.5M	-$322K	45	8.69%	Reduced
2303	NL NVWM LLC Yardley, Pennsylvania	$66.4M	-$6.33M	38	13.38%	Reduced
2304	KHLMTHM Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel	$66.3M	+$5.09M	5	8.2%	Increased
2305	GIM Gold Investment Management Edmonton, Alberta, Canada	$66.3M	-$1.76M	16	17.98%	Reduced
2306	DSC Duncker Streett & Co St. Louis, Missouri	$66.1M	+$2.2M	21	11.19%	Increased
2307	AI Atom Investors Austin, Texas	$66.1M	-$35.7M	26	5.88%	Reduced
2308	XF XML Financial Bethesda, Maryland	$66.1M	-$1.7M	23	4.81%	Reduced
2309	Quotient Wealth Partners Dallas, Texas	$66M	+$3.87M	24	1.56%	Increased
2310	SBF Sara-Bay Financial Sarasota, Florida	$66M	-$2.81M	5	17.58%	Reduced
2311	PWM Palacios Wealth Management Ormond Beach, Florida	$65.6M	-$344K	7	38.78%	Reduced
2312	PFM Privium Fund Management Amsterdam, Netherlands	$65.6M	+$14.2M	3	12.05%	Increased
2313	TA TRB Advisors New York	$65.6M	+$54.6M	1	28.17%	New
2314	TF Tompkins Financial Ithaca, New York	$65.5M	+$2.77M	25	4.59%	Increased
2315	PAM Palisade Asset Management Minneapolis, Minnesota	$65.5M	-$757K	11	6.05%	Reduced
2316	CHC City Holding Co Charleston, West Virginia	$65.5M	+$757K	24	7.4%	Increased
2317	WA Wealth Alliance Mellville, New York	$65.4M	+$203K	30	5.47%	Increased
2318	TM TigerOak Management Albuquerque, New Mexico	$65.4M	-$687K	16	18.37%	Reduced
2319	AA Apriem Advisors Irvine, California	$65.4M	-$4.86M	15	5.66%	Reduced
2320	SCM Steadview Capital Management London, United Kingdom	$65.4M	+$37.5M	3	19.66%	Increased
2321	BCM Blume Capital Management Berkeley, California	$65.4M	-$14.9M	16	9.56%	Reduced
2322	CIC Chase Investment Counsel Charlottesville, Virginia	$65.3M	-$1.33M	11	13.79%	Reduced
2323	PT Plimoth Trust Plymouth, Massachusetts	$65.3M	-$2.07M	11	13.04%	Reduced
2324	MP Maestria Partners Atlanta, Georgia	$65.2M	+$4.54M	3	22.67%	Increased
2325	CCM Condor Capital Management Martinsville, New Jersey	$65.1M	+$1.75M	5	4.88%	Increased