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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
2326	IA Inspire Advisors Meridian, Idaho	$65.1M	+$12.6M	36	4.53%	Increased
2327	NC NovaPoint Capital Atlanta, Georgia	$65M	+$2.04M	11	13.52%	Increased
2328	WAS Winch Advisory Services Appleton, Wisconsin	$65M	-$1.32M	29	13.5%	Reduced
2329	GF Greenhouse Funds Baltimore, Maryland	$65M	-$58.6M	1	3.32%	Reduced
2330	CCM Clearfield Capital Management New York	$64.9M	+$41.3M	1	45.51%	Increased
2331	ASM AI-Squared Management Hong Kong	$64.9M	-$77M	8	34.59%	Reduced
2332	MA Mezzasalma Advisors Tinton Falls, New Jersey	$64.8M	+$11.8M	12	13%	Increased
2333	MIM Miller Investment Management West Conshohocken, Pennsylvania	$64.8M	+$955K	4	5.92%	Increased
2334	PL Parthenon LLC Louisville, Kentucky	$64.7M	-$362K	8	6.73%	Reduced
2335	REST Retail Employees Superannuation Trust Sydney,	$64.7M	-$99.1M	3	17.35%	Reduced
2336	BFG Beacon Financial Group Dallas, Texas	$64.7M	+$1.94M	20	5.88%	Increased
2337	RFN RDA Financial Network Akron, Iowa	$64.6M	+$2.3M	16	14.07%	Increased
2338	WIS Wright Investors Service Shelton, Connecticut	$64.6M	+$5.01M	9	17.65%	Increased
2339	CLC Charles-Lim Capital Central, Hong Kong	$64.5M	-$16.2M	1	20.19%	Reduced
2340	GACM Global Alpha Capital Management Montreal, Quebec, Canada	$64.4M	-$25.4M	2	3.86%	Reduced
2341	RWA Redhawk Wealth Advisors Minneapolis, Minnesota	$64.3M	+$10.7M	25	6.34%	Increased
2342	JWM Jessup Wealth Management Dayton, Ohio	$64.2M	-$9.48M	6	19.16%	Reduced
2343	Laurion Capital Management New York	$64.1M	-$37.8M	28	1.65%	Reduced
2344	CAG Curtis Advisory Group Santa Barbara, California	$64.1M	-$197K	5	12.45%	Reduced
2345	SMC Spider Management Company Richmond, Virginia	$64.1M	+$28.7M	1	12.99%	Increased
2346	HIS Harvest Investment Services Oakbrook Terrace, Illinois	$64M	+$20.4M	36	9.9%	Increased
2347	HIA Harbor Investment Advisory Lutherville, Maryland	$64M	+$3.56M	49	4.46%	Increased
2348	SIG Sargent Investment Group Bethesda, Maryland	$63.9M	-$1.88M	19	7.68%	Reduced
2349	EAN Excelsior Advisor Network Denver, Colorado	$63.8M	+$37.7M	26	8.4%	Increased
2350	DAS Daybright Advisory Services Miami, Florida	$63.8M	+$564K	8	15.23%	Increased