Semis Holders Analysis

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Composite Consensus Concentration Holders Δ % Float

Cap Mega Large Mid Small Re-Rank Within Visible

		Strategy Count						Semi-Focused Funds				Tech Generalists
Rank	Ticker	3B	2B	Z-Score	Custom	Rank	Rank Δ	Consensus	Concentration	Delta	% Float	Consensus	Concentration	Delta	% Float	YTD	Perf Since Filing

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Filters (same syntax as table: >2, >=3, <0, =A+)

Z-Score

Custom

SF Con

SF Conc

SF Delta

SF %Float

TG Con

TG Conc

TG Delta

TG %Float

#	Ticker	Sort Value	Perf Since Filing	YTD