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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	Klingman & Associates New York	$826K	-$48.4K	9	0.32%	Reduced
2527	DCM Dean Capital Management Overland Park, Kansas	$823K	+$927K	1	1.15%	New
2528	WGCA Wolf Group Capital Advisors Fairfax, Virginia	$823K	-$110K	2	0.66%	Reduced
2529	VNA VNBTrust National Association Charlottesville, Virginia	$822K	-$240K	3	0.47%	Reduced
2530	WA WealthTrust-Arizona Scottsdale, Arizona	$806K	-$12.1K	17	0.5%	Reduced
2531	Zevenbergen Capital Investments Edmonds, Washington	$804K	+$165K	2	0.03%	Increased
2532	Evergreen Capital Management Bellevue, Washington	$798K	-$5.44M	2	0.21%	Reduced
2533	HTI Hikari Tsushin Inc Tokyo, Japan	$794K	-$5.81M	1	0.21%	Reduced
2534	FBFS First Business Financial Services Madison, Wisconsin	$790K	-$74.6K	2	0.25%	Reduced
2535	MCF Advisors Covington, Kentucky	$786K	+$36.8K	12	0.2%	Increased
2536	VCP Vista Capital Partners Portland, Oregon	$785K	-$11.7K	1	0.26%	Reduced
2537	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$777K	-$60.3K	7	0.05%	Reduced
2538	FA FCG Advisors Chatham, New Jersey	$774K	+$308K	2	0.64%	Increased
2539	Pure Financial Advisors San Diego, California	$771K	-$33.9K	1	0.36%	Reduced
2540	JWM Jackson Wealth Management Lake Mary, Florida	$768K	-$447K	1	0.28%	Reduced
2541	AR Advisory Research Chicago, Illinois	$765K	-$1.39M	2	0.01%	Reduced
2542	BWM Bernicke Wealth Management Altoona, Wisconsin	$758K	-$15.1K	1	0.77%	Reduced
2543	WAS Winch Advisory Services Appleton, Wisconsin	$754K	-$12.2M	6	1.1%	Reduced
2544	FM Family Management New York	$753K	+$819K	2	0.33%	Increased
2545	BGA Belmont Global Advisors Dallas, Texas	$750K	-$1.69M	1	1.27%	Reduced
2546	SIG Stanford Investment Group Mountain View, California	$750K	+$10.9K	11	0.55%	Increased
2547	TCB Texas Capital Bancshares Dallas, Texas	$745K	-$334K	2	0.62%	Reduced
2548	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$744K	-$34.4K	5	0.51%	Reduced
2549	SIM SSI Investment Management Los Angeles, California	$744K	$0	3	0.08%	Maintained
2550	Heritage Wealth Advisors Richmond, Virginia	$731K	$0	3	0.63%	Maintained