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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
2651	RMC Regis Management Company Menlo Park, California	$633K	-$1.98M	1	0.13%	Reduced
2652	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$631K	-$1.66M	1	0.42%	Reduced
2653	PCC Park Circle Company Baltimore, Maryland	$631K	+$527K	3	0.46%	Increased
2654	EA Evanston Advisors Schaumburg, Illinois	$630K	-$6.17M	1	0.21%	Reduced
2655	LPC Loeb Partners Corp New York	$630K	+$607K	1	0.21%	New
2656	HPCM High Pointe Capital Management Chicago, Illinois	$625K	-$1.51M	1	0.95%	Reduced
2657	MVIP Mar Vista Investment Partners Los Angeles, California	$625K	+$150K	1	0.04%	Increased
2658	CPA Capital Planning Advisors Roseville, California	$624K	+$49K	1	0.35%	Increased
2659	Eagle Capital Management (New York) New York	$623K	$0	1	0%	Maintained
2660	JSAM J. Safra Asset Management New York	$623K	+$610K	11	1.01%	New
2661	CL CIM LLC Albany, New York	$618K	+$203K	2	0.31%	Increased
2662	SAM Summit Asset Management Memphis, Tennessee	$618K	+$193K	2	0.39%	Increased
2663	SLF Sun Life Financial Toronto, Ontario, Canada	$617K	-$368K	1	0.07%	Reduced
2664	MCG Meru Capital Group New York	$611K	+$523K	1	0.21%	Increased
2665	SA Springowl Associates New York	$605K	+$83.7K	1	1.92%	Increased
2666	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$602K	$0	4	1.89%	Maintained
2667	HHGA Halbert Hargrove Global Advisors Long Beach, California	$599K	+$54.1K	2	0.17%	Increased
2668	PPCM PW Partners Capital Management Chicago, Illinois	$599K	-$1.37M	1	0.84%	Reduced
2669	JWM Jacobus Wealth Management Milwaukee, Wisconsin	$594K	-$517K	1	0.18%	Reduced
2670	WCM Windward Capital Management Los Angeles, California	$592K	+$6.6K	2	0.11%	Increased
2671	BCM Basso Capital Management Stamford, Connecticut	$588K	+$643K	1	0.09%	New
2672	MWP Moller Wealth Partners	$587K	$0	2	0.29%	Maintained
2673	GAG GM Advisory Group Melville, New York	$581K	-$130K	1	0.22%	Reduced
2674	LFA Landmark Financial Advisors Bowling Green, Kentucky	$574K	+$846	2	0.54%	Increased
2675	WDL Well Done LLC Holland, Michigan	$569K	-$5.08K	1	0.21%	Reduced