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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
2676	MWP Moller Wealth Partners	$792K	-$6.42K	2	0.39%	Reduced
2677	NFG Nadler Financial Group Deerfield, Illinois	$773K	+$21.6K	2	0.4%	Increased
2678	GIM Greylin Investment Management Orange, Virginia	$766K	+$185K	3	0.18%	Increased
2679	KIG Kessler Investment Group Columbus, Indiana	$757K	-$462K	2	1.24%	Reduced
2680	RVP Relative Value Partners Northbrook, Illinois	$753K	-$34.8K	1	0.09%	Reduced
2681	PC Pecaut & Co Sioux City, Iowa	$743K	$0	1	0.7%	Maintained
2682	Empirical Wealth Management Seattle, Washington	$742K	+$16.8K	1	0.18%	Increased
2683	BFA Beaumont Financial Advisors Needham, Massachusetts	$729K	+$15.3K	2	0.04%	Increased
2684	EWM Evermay Wealth Management Arlington, Virginia	$725K	-$278K	2	0.47%	Reduced
2685	FNB Farmers National Bank Danville, Kentucky	$725K	+$677K	1	0.6%	New
2686	SRSA S.R. Schill & Associates Mercer Island, Washington	$725K	+$695K	1	0.66%	New
2687	SFM Signature Financial Management Norfolk, Virginia	$724K	+$385	2	0.51%	Increased
2688	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$723K	-$9.88K	15	1.48%	Reduced
2689	FBFS First Business Financial Services Madison, Wisconsin	$716K	+$37K	2	0.23%	Increased
2690	1CM 1492 Capital Management Milwaukee, Wisconsin	$707K	+$77K	2	0.44%	Increased
2691	DRW Securities Chicago, Illinois	$705K	+$406K	1	0.08%	Increased
2692	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$686K	+$50.3K	12	0.11%	Increased
2693	SIM Strategic Investment Management Arlington, Virginia	$668K	+$197K	2	0.19%	Increased
2694	Quadrature Capital London, United Kingdom	$667K	+$592K	2	2.46%	New
2695	CAM Concorde Asset Management Ann Arbor, Michigan	$664K	+$639K	1	0.83%	New
2696	ZIG Zuckerman Investment Group Chicago, Illinois	$657K	$0	1	0.14%	Maintained
2697	LC Lourd Capital Beverly Hills, California	$656K	+$11.8K	1	0.06%	Increased
2698	IOOF Independent Order of Foresters Toronto, Ontario, Canada	$652K	-$248K	2	0.68%	Reduced
2699	CFS Commonwealth Financial Services Vienna, West Virginia	$650K	+$623K	4	0.58%	New
2700	BEAM Baker Ellis Asset Management Vancouver, Washington	$649K	-$39.2K	2	0.22%	Reduced