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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
2626	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$817K	+$14.6K	5	0.49%	Increased
2627	MCF Advisors Covington, Kentucky	$808K	+$55.3K	12	0.2%	Increased
2628	SIG Stanford Investment Group Mountain View, California	$808K	-$37.7K	10	0.6%	Reduced
2629	VCP Vista Capital Partners Portland, Oregon	$805K	-$497K	1	0.25%	Reduced
2630	SIM SSI Investment Management Los Angeles, California	$804K	-$798K	3	0.08%	Reduced
2631	Heritage Wealth Advisors Richmond, Virginia	$795K	$0	3	0.66%	Maintained
2632	SGH Schonfeld Group Holdings Jericho, New York	$794K	+$170K	3	0.73%	Increased
2633	Caprock Group Boise, Idaho	$793K	+$496K	2	0.73%	Increased
2634	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$789K	$0	1	0.12%	Maintained
2635	CA Corrado Advisors Ramsey, New Jersey	$782K	+$82.5K	2	0.35%	Increased
2636	NIM Nexus Investment Management Toronto, Ontario, Canada	$779K	$0	1	0.15%	Maintained
2637	CA Capital Advantage Walnut Creek, California	$754K	+$2.18K	3	0.29%	Increased
2638	HA Harfst & Associates Sheridan, Wyoming	$749K	+$790K	5	0.42%	New
2639	LWM Lenox Wealth Management Cincinnati, Ohio	$734K	+$37.7K	4	0.54%	Increased
2640	YP Yellowstone Partners Idaho Falls, Idaho	$734K	+$24.1K	2	0.33%	Increased
2641	CSM Central Square Management Naperville, Illinois	$723K	-$1.63M	2	0.73%	Reduced
2642	Zevenbergen Capital Investments Edmonds, Washington	$721K	-$40.9K	1	0.03%	Reduced
2643	BOS Bingham Osborn & Scarborough San Francisco, California	$716K	+$103K	2	0.09%	Increased
2644	OAM Occidental Asset Management Burlingame, California	$711K	-$153K	2	0.95%	Reduced
2645	IP Investment Partners New Philadelphia, Ohio	$699K	-$67.7K	1	0.84%	Reduced
2646	LPC Loeb Partners Corp New York	$695K	-$448K	1	0.2%	Reduced
2647	AIC Ayalon Insurance Company Ramat Gan, Israel	$692K	+$729K	5	0.5%	Increased
2648	BC Barnett & Company Chattanooga, Tennessee	$683K	+$388K	1	0.28%	Increased
2649	NYLT New York Life Trust New York	$680K	+$51K	6	2.82%	Increased
2650	HCM Harvest Capital Management Concord, New Hampshire	$674K	-$58.5K	2	0.3%	Reduced