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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
2451	SP SmartHarvest Portfolios Poulsbo, Washington	$58.6M	+$4.33M	37	18.94%	Increased
2452	CWM Cordatus Wealth Management Newtown, Pennsylvania	$58.4M	-$440K	15	12.83%	Reduced
2453	BAM Bell Asset Management Melbourne, Australia	$58.4M	-$4.38M	4	15.6%	Reduced
2454	CIC Concord Investment Counsel Irvine, California	$58.3M	-$62.9K	4	15.91%	Reduced
2455	PJWM Philip James Wealth Mangement Milton, Georgia	$58.1M	-$56M	10	6.54%	Reduced
2456	MCM Mengis Capital Management Portland, Oregon	$58.1M	-$38.6K	16	8.83%	Reduced
2457	NPPM North Point Portfolio Managers Orange Village, Ohio	$58.1M	+$5.66M	6	9.58%	Increased
2458	ACB Aristotle Capital Boston Boston, Massachusetts	$58.1M	-$69.9M	2	3.9%	Reduced
2459	CL CSS LLC Chicago, Illinois	$58.1M	+$44M	13	2.26%	Increased
2460	LJHT Laurie J. Hall Trustee	$58.1M	-$2.39M	10	18.05%	Reduced
2461	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$58M	-$6.36M	12	9.02%	Reduced
2462	Klingman & Associates New York	$58M	+$2.14M	26	2.47%	Increased
2463	BPC Bearing Point Capital Bloomington, Minnesota	$58M	-$384K	7	7.83%	Reduced
2464	SFM Sphera Funds Management Tel Aviv, Israel	$57.9M	-$27M	4	7.55%	Reduced
2465	Wolverine Asset Management Chicago, Illinois	$57.9M	-$34.9M	20	0.51%	Reduced
2466	SWIG Strategic Wealth Investment Group Louisville, Kentucky	$57.8M	-$5.67M	4	7%	Reduced
2467	FDS First Dallas Securities Dallas, Texas	$57.6M	-$1.48M	7	19.02%	Reduced
2468	BFG Berger Financial Group Plymouth, Minnesota	$57.5M	+$3.41M	19	2.94%	Increased
2469	FCIM Fairview Capital Investment Management Greenbrae, California	$57.5M	-$42.6K	9	3.03%	Reduced
2470	DAC Dividend Assets Capital Ridgeland, South Carolina	$57.4M	-$4.3M	10	11.12%	Reduced
2471	RBF Capital San Francisco, California	$57.4M	$0	8	2.38%	Maintained
2472	1SB 1ST Source Bank South Bend, Indiana	$57.4M	+$283K	19	2.6%	Increased
2473	GAA Green Alpha Advisors Niwot, Colorado	$57.4M	-$915K	17	38.48%	Reduced
2474	OC OceanIQ Capital Palo Alto, California	$57.3M	+$54.1M	8	34.62%	New
2475	SIC Sigma Investment Counselors Northville, Michigan	$57.1M	-$3.58M	13	2.78%	Reduced