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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
2551	FDS First Dallas Securities Dallas, Texas	$586K	-$125K	1	0.35%	Reduced
2552	FBFS First Business Financial Services Madison, Wisconsin	$582K	+$30K	2	0.22%	Increased
2553	ZIG Zuckerman Investment Group Chicago, Illinois	$579K	+$6.22K	1	0.12%	Increased
2554	BGA Belmont Global Advisors Dallas, Texas	$567K	+$10.9K	1	0.41%	Increased
2555	IF IRON Financial Northbrook, Illinois	$566K	-$4.66K	1	0.5%	Reduced
2556	GAG GM Advisory Group Melville, New York	$565K	-$47.8K	1	0.49%	Reduced
2557	SIM Strategic Investment Management Arlington, Virginia	$564K	+$58.1K	3	0.14%	Increased
2558	LC Lourd Capital Beverly Hills, California	$556K	-$227K	1	0.06%	Reduced
2559	NC NewSquare Capital Newtown Square, Pennsylvania	$556K	-$9.78K	5	0.2%	Reduced
2560	CPP Crow Point Partners Boston, Massachusetts	$543K	$0	2	0.07%	Maintained
2561	PLFAM Pineno Levin & Ford Asset Management Richmond, Virginia	$540K	$0	2	0.3%	Maintained
2562	BA Birinyi Associates Westport, Connecticut	$538K	$0	1	0.25%	Maintained
2563	FAG Financial Advisory Group Houston, Texas	$536K	+$1.17K	1	0.3%	Increased
2564	SAM Summit Asset Management Memphis, Tennessee	$536K	+$179K	2	0.41%	Increased
2565	Heritage Wealth Advisors Richmond, Virginia	$535K	$0	2	0.57%	Maintained
2566	CA Capital Advantage Walnut Creek, California	$533K	+$79	2	0.29%	Increased
2567	MCM McGlinn Capital Management Wyomissing, Pennsylvania	$519K	-$179K	2	1.12%	Reduced
2568	HS Huntington Steele Oaks, Pennsylvania	$514K	$0	2	0.22%	Maintained
2569	VC Vicus Capital State College, Pennsylvania	$508K	$0	2	0.16%	Maintained
2570	IWC Integrated Wealth Counsel Carmel, California	$504K	-$43K	1	0.4%	Reduced
2571	GCIA Gabelli & Co Investment Advisers Rye, New York	$493K	-$219K	2	0.11%	Reduced
2572	EGA Emerging Global Advisors New York	$483K	+$460K	2	0.17%	New
2573	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$480K	+$32.6K	19	0.45%	Increased
2574	SC Sumit Capital New York	$476K	+$454K	3	1.99%	New
2575	BPV Battery Partners VIII Boston, Massachusetts	$474K	$0	1	2.02%	Maintained