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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	Peconic Partners New York	$1.02M	-$508K	1	0.13%	Reduced
2627	HHGA Halbert Hargrove Global Advisors Long Beach, California	$1.01M	+$317K	4	0.29%	Increased
2628	JWM Jacobus Wealth Management Milwaukee, Wisconsin	$1.01M	+$328K	4	0.3%	Increased
2629	BCP Berkeley Capital Partners Milton, Georgia	$1.01M	+$3.53K	2	0.72%	Increased
2630	WA WealthTrust-Arizona Scottsdale, Arizona	$1M	+$48.5K	18	0.6%	Increased
2631	BII Bainco International Investors Boston, Massachusetts	$991K	$0	3	0.18%	Maintained
2632	BWM Bernicke Wealth Management Altoona, Wisconsin	$991K	-$5.23K	1	0.86%	Reduced
2633	GAM Gemmer Asset Management Walnut Creek, California	$985K	+$10.8K	42	0.5%	Increased
2634	VCP Vista Capital Partners Portland, Oregon	$982K	+$45.9K	1	0.28%	Increased
2635	AFP Ausdal Financial Partners Davenport, Iowa	$978K	-$76.2K	2	0.49%	Reduced
2636	SIG Stanford Investment Group Mountain View, California	$978K	+$11.7K	10	0.46%	Increased
2637	CCM Corsair Capital Management New York	$973K	+$472K	1	0.16%	Increased
2638	FBA Front Barnett Associates Chicago, Illinois	$967K	-$3.56M	1	0.18%	Reduced
2639	CA Capital Advantage Walnut Creek, California	$956K	+$21K	3	0.27%	Increased
2640	PBO Peoples Bank (Ohio) Marietta, Ohio	$953K	-$33.8K	3	0.59%	Reduced
2641	DCM Dean Capital Management Overland Park, Kansas	$951K	+$490K	1	0.99%	Increased
2642	NFG Nadler Financial Group Deerfield, Illinois	$944K	-$15.2K	2	0.37%	Reduced
2643	PAM PT Asset Management Chicago, Illinois	$943K	-$1.02M	3	0.22%	Reduced
2644	Evergreen Capital Management Bellevue, Washington	$939K	-$38.1K	2	0.18%	Reduced
2645	ZIG Zuckerman Investment Group Chicago, Illinois	$934K	+$201K	2	0.25%	Increased
2646	IC IKOS CIF Limassol, Cyprus	$929K	+$778K	4	5.58%	Increased
2647	WAS Winch Advisory Services Appleton, Wisconsin	$922K	-$14.1K	8	0.75%	Reduced
2648	EM ELCO Management New York	$918K	+$889K	2	0.37%	New
2649	HCM Highlander Capital Management Short Hills, New Jersey	$918K	$0	7	0.82%	Maintained
2650	DIS Diversified Investment Strategies Baton Rouge, Louisiana	$914K	-$37.1K	2	0.9%	Reduced