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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
2526	RMC Regis Management Company Menlo Park, California	$681K	$0	1	0.2%	Maintained
2527	SMM Stadion Money Management Watkinsville, Georgia	$678K	+$679K	3	0.03%	New
2528	EWP Edmunds White Partners Richmond, Virginia	$675K	-$311K	1	0.98%	Reduced
2529	RBF Capital San Francisco, California	$671K	+$507K	4	0.15%	Increased
2530	IUAM Itau USA Asset Management New York	$667K	$0	3	0.15%	Maintained
2531	CCG Chatham Capital Group Savannah, Georgia	$663K	+$388K	2	0.21%	Increased
2532	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$656K	-$16.3K	10	0.11%	Reduced
2533	SFM Signature Financial Management Norfolk, Virginia	$653K	+$25.6K	2	0.47%	Increased
2534	PWM ParenteBeard Wealth Management York, Pennsylvania	$652K	+$223K	2	0.27%	Increased
2535	SPM Symmetry Peak Management Radnor, Pennsylvania	$646K	-$13.8M	2	0.08%	Reduced
2536	BFA Beaumont Financial Advisors Needham, Massachusetts	$643K	-$64.2K	2	0.04%	Reduced
2537	FBFS First Business Financial Services Madison, Wisconsin	$641K	+$52.8K	2	0.23%	Increased
2538	MC Miles Capital West Des Moines, Iowa	$640K	-$901K	2	0.34%	Reduced
2539	IF IRON Financial Northbrook, Illinois	$627K	-$11.2K	1	0.8%	Reduced
2540	Empirical Wealth Management Seattle, Washington	$624K	$0	1	0.15%	Maintained
2541	MCM McGlinn Capital Management Wyomissing, Pennsylvania	$617K	+$211K	3	1.25%	Increased
2542	Modera Wealth Management Westwood, New Jersey	$610K	+$247K	2	0.26%	Increased
2543	CFG CKW Financial Group Honolulu, Hawaii	$603K	-$65.1K	16	0.26%	Reduced
2544	BEAM Baker Ellis Asset Management Vancouver, Washington	$602K	-$163K	2	0.21%	Reduced
2545	JC Jetstream Capital Brentwood, Tennessee	$581K	-$3.25M	1	0.01%	Reduced
2546	CCM Corsair Capital Management New York	$580K	-$2.59M	1	0.06%	Reduced
2547	RiverFront Investment Group Richmond, Virginia	$580K	-$5.88K	1	0.01%	Reduced
2548	DLG Daniel L. Goodwin	$579K	+$250K	2	0.13%	Increased
2549	ESBC E.S. Barr & Co Lexington, Kentucky	$574K	-$19.1K	2	0.07%	Reduced
2550	1CM 1492 Capital Management Milwaukee, Wisconsin	$570K	-$555K	2	0.32%	Reduced