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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
2376	CF Convergence Financial Columbia, Missouri	$62.2M	+$28.9M	13	4.95%	Increased
2377	SC Sepio Capital Salt Lake City, Utah	$62.1M	-$11.3M	22	3.12%	Reduced
2378	GCM Glynn Capital Management Menlo Park, California	$62.1M	+$15.3M	12	17.09%	Increased
2379	WTA Washington Trust Advisors Wellesley, Massachusetts	$62.1M	+$424K	35	4.61%	Increased
2380	FVCM F&V Capital Management Boca Raton, Florida	$61.8M	-$22M	5	11.4%	Reduced
2381	PGWM Parisi Gray Wealth Management Mendham, New Jersey	$61.8M	+$279K	16	12.69%	Increased
2382	TI TTP Investments San Jose, California	$61.8M	-$919K	7	25.06%	Reduced
2383	MIA MainStreet Investment Advisors Chicago, Illinois	$61.7M	+$5.39M	12	8.4%	Increased
2384	LI Lafayette Investments Ashton, Maryland	$61.7M	-$6.23M	11	11.37%	Reduced
2385	PMA Prudent Man Advisors Naperville, Illinois	$61.6M	+$5.14M	11	14.01%	Increased
2386	MKP Capital Management New York	$61.5M	+$24M	4	1.66%	Increased
2387	ICP Interchange Capital Partners Pittsburgh, Pennsylvania	$61.5M	+$20.3M	33	11.56%	Increased
2388	MP Marcho Partners London, United Kingdom	$61.4M	+$7.74M	1	34.92%	Increased
2389	DCU Dara Capital US Miami, Florida	$61.4M	+$13.4M	9	42.33%	Increased
2390	PPWM Paragon Private Wealth Management Lexington, Kentucky	$61.3M	+$232K	20	16.01%	Increased
2391	AC AXQ Capital Jersey City, New Jersey	$61.2M	-$14.8M	39	6.66%	Reduced
2392	OIC Orion Investment Company St. Louis, Missouri	$61.2M	+$1.24M	6	17.86%	Increased
2393	BFS Baskin Financial Services Toronto, Ontario, Canada	$61.2M	-$1.76M	2	4.82%	Reduced
2394	SLT St Louis Trust Saint Louis, Missouri	$61.1M	-$5.84M	6	6.98%	Reduced
2395	CMI Clare Market Investments Dallas, Texas	$61.1M	+$8.95M	16	11.15%	Increased
2396	DWM Drive Wealth Management Lehi, Utah	$61M	+$4.96M	35	10.88%	Increased
2397	PCM Pinnbrook Capital Management New York	$61M	+$31.8M	12	6.5%	Increased
2398	WR WD Rutherford Portland, Oregon	$61M	+$1.23M	10	22.07%	Increased
2399	RFG Range Financial Group Tigard, Oregon	$60.9M	-$3.29M	17	16.65%	Reduced
2400	LCG Lisanti Capital Growth New York	$60.9M	-$21.3M	17	13.39%	Reduced