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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
2426	VCM Violich Capital Management San Francisco, California	$59.6M	-$2.47M	11	6.48%	Reduced
2427	DFA Delta Financial Advisors New Orleans, Louisiana	$59.6M	-$496K	12	14.15%	Reduced
2428	KL KIM LLC Wichita, Kansas	$59.6M	-$34.2M	1	5.94%	Reduced
2429	WF WoodTrust Financial Wisconsin Rapids, Wisconsin	$59.6M	+$5.54M	11	7.08%	Increased
2430	YCM Yaupon Capital Management New York	$59.5M	-$13.6M	5	1.17%	Reduced
2431	MCF Advisors Covington, Kentucky	$59.5M	+$7.03M	59	2.13%	Increased
2432	CI Carroll Investors Mt Pleasant, South Carolina	$59.4M	-$28.6K	3	25.39%	Reduced
2433	WPW Warther Private Wealth Akron, Ohio	$59.3M	-$4.08M	6	13.01%	Reduced
2434	Cassaday & Co Wealth Management Mclean, Virginia	$59.3M	+$1.34M	49	1.11%	Increased
2435	VFG Victory Financial Group Austin, Texas	$59.3M	+$8.59M	24	6.22%	Increased
2436	BO Bank OZK Little Rock, Arkansas	$59.2M	+$1.3M	12	17.6%	Increased
2437	OLA Oliver Luxxe Assets Gladstone, New Jersey	$59.2M	-$6.79M	10	8.7%	Reduced
2438	GAG Goodman Advisory Group Needham, Massachusetts	$59.1M	+$8.27M	10	13.59%	Increased
2439	RIG Renaissance Investment Group Lenox, Massachusetts	$59.1M	-$3.8M	10	11.62%	Reduced
2440	LOWM Laurel Oak Wealth Management Marlton, New Jersey	$59M	-$1.98M	24	8.6%	Reduced
2441	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$59M	-$14.5M	3	13.67%	Reduced
2442	NAM Nutshell Asset Management Sevenoaks, United Kingdom	$59M	+$15.7M	7	19.67%	Increased
2443	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$59M	+$1.03M	16	6.79%	Increased
2444	1CM 1492 Capital Management Milwaukee, Wisconsin	$58.9M	-$24.8M	11	17.39%	Reduced
2445	HA Harfst & Associates Sheridan, Wyoming	$58.9M	-$1.12M	12	9.15%	Reduced
2446	MW Marble Wealth Montgomery, Alabama	$58.8M	-$1.26M	14	9.01%	Reduced
2447	GSIAS Garden State Investment Advisory Services Red Bank, New Jersey	$58.8M	+$2.73M	20	10.64%	Increased
2448	COI Connable Office Inc Kalamazoo, Michigan	$58.7M	+$655K	15	5.17%	Increased
2449	HCA Heck Capital Advisors Rhinelander, Wisconsin	$58.7M	+$38.1M	8	3.51%	Increased
2450	PM Parametrica Management Wanchai, Hong Kong	$58.7M	+$18.4M	9	45.97%	Increased