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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	BEC Blue Edge Capital Richmond, Virginia	$1.61M	$0	1	0.9%	Maintained
2627	FCB First Command Bank Fort Worth, Texas	$1.6M	+$1.57M	10	1.28%	New
2628	FCFS First Command Financial Services Fort Worth, Texas	$1.6M	+$1.57M	10	1.28%	New
2629	BAWC Black-and-white Capital Los Angeles, California	$1.6M	+$1.57M	1	0.69%	New
2630	PIM Partner Investment Management San Francisco, California	$1.59M	+$233K	3	2.11%	Increased
2631	MCM McRae Capital Management Morristown, New Jersey	$1.57M	-$16.6K	2	0.69%	Reduced
2632	Mariner Independent Advisor Network Overland Park, Kansas	$1.56M	-$1.7M	2	0.25%	Reduced
2633	Capital Wealth Planning Naples, Florida	$1.56M	+$576K	3	1.38%	Increased
2634	WIM Westside Investment Management Santa Monica, California	$1.56M	+$1.5M	22	1.06%	New
2635	CM Crestline Management Fort Worth, Texas	$1.55M	-$14M	3	0.39%	Reduced
2636	SFP Shepherd Financial Partners Winchester, Massachusetts	$1.55M	+$1.51M	2	0.44%	New
2637	FPB First PREMIER Bank Sioux Falls, South Dakota	$1.54M	-$135K	4	1.18%	Reduced
2638	HI Hudock Inc Williamsport, Pennsylvania	$1.54M	-$125K	9	0.87%	Reduced
2639	FCM Forester Capital Management Lake Forest, Illinois	$1.53M	-$776K	1	1.59%	Reduced
2640	CA Cornerstone Advisory Hunt Valley, Maryland	$1.52M	+$78.1K	3	1.14%	Increased
2641	Cannell & Spears New York	$1.52M	-$17.2K	2	0.2%	Reduced
2642	CCT Capital City Trust Tallahassee, Florida	$1.52M	-$50.2K	3	0.61%	Reduced
2643	CHJWM Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas	$1.52M	+$60.8K	2	1.11%	Increased
2644	GC Garde Capital Seattle, Washington	$1.52M	-$2.43M	3	0.44%	Reduced
2645	KKAMG Kernodle & Katon Asset Management Group Searcy, Arkansas	$1.52M	-$52.8K	5	0.91%	Reduced
2646	CCM Corsair Capital Management New York	$1.51M	+$266K	1	0.26%	Increased
2647	MRI Mad River Investors Boston, Massachusetts	$1.51M	-$809K	1	1.95%	Reduced
2648	Moneta Group Investment Advisors St Louis, Missouri	$1.5M	+$869K	3	0.31%	Increased
2649	GWS Glassman Wealth Services Vienna, Virginia	$1.48M	+$295K	17	1.05%	Increased
2650	MBT Monroe Bank & Trust Monroe, Michigan	$1.47M	-$481K	8	0.5%	Reduced