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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	QOP Quinn Opportunity Partners Charlottesville, Virginia	$748K	+$352K	2	0.29%	Increased
2627	SFM Signature Financial Management Norfolk, Virginia	$746K	+$157K	2	0.35%	Increased
2628	CM Cornerstone Management Duluth, Georgia	$739K	$0	2	0.45%	Maintained
2629	KFA Kays Financial Advisory Atlanta, Georgia	$738K	+$144K	1	0.33%	Increased
2630	NIM Nexus Investment Management Toronto, Ontario, Canada	$736K	-$118K	1	0.14%	Reduced
2631	IWA Inspirion Wealth Advisors Libertyville, Illinois	$734K	+$169K	2	0.48%	Increased
2632	SCG Sonata Capital Group Seattle, Washington	$732K	-$96.4K	2	0.62%	Reduced
2633	LWA Lebenthal Wealth Advisors New York	$730K	+$701K	2	2.15%	New
2634	CSM Central Square Management Naperville, Illinois	$721K	+$509K	2	1.03%	Increased
2635	BOS Bingham Osborn & Scarborough San Francisco, California	$706K	-$9.21K	2	0.08%	Reduced
2636	ZIG Zuckerman Investment Group Chicago, Illinois	$704K	+$3.38K	1	0.19%	Increased
2637	CCG Chatham Capital Group Savannah, Georgia	$699K	+$6.27K	2	0.22%	Increased
2638	DM Diker Management New York	$689K	$0	1	0.27%	Maintained
2639	HPA Hilltop Park Associates New York	$688K	-$5.2M	1	2.87%	Reduced
2640	SFA Stewardship Financial Advisors Stockbridge, Georgia	$684K	-$8.46K	1	0.47%	Reduced
2641	LCM Landscape Capital Management Englewood, New Jersey	$677K	-$3.17M	1	0.09%	Reduced
2642	IP Investment Partners New Philadelphia, Ohio	$673K	-$1.18M	1	0.67%	Reduced
2643	RVPG Relative Value Partners Group	$669K	-$21.9K	1	0.1%	Reduced
2644	FAG Financial Advisory Group Houston, Texas	$658K	-$4.37K	1	0.32%	Reduced
2645	SJIC St. James Investment Company Southlake, Texas	$658K	+$92.8K	1	0.08%	Increased
2646	IF IRON Financial Northbrook, Illinois	$656K	+$65.5K	2	0.85%	Increased
2647	SA SRH Advisors Salina, Kansas	$653K	-$2K	5	3.47%	Reduced
2648	HPWM Highland Private Wealth Management Bellevue, Washington	$648K	-$7.39K	2	0.36%	Reduced
2649	Tiedemann Advisors New York	$645K	$0	1	0.62%	Maintained
2650	PCP Proficio Capital Partners Newton, Massachusetts	$638K	+$316K	27	0.4%	Increased