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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	SCG Sonata Capital Group Seattle, Washington	$792K	$0	2	0.64%	Maintained
2677	SFA Stewardship Financial Advisors Stockbridge, Georgia	$790K	+$3.15K	1	0.51%	Increased
2678	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$787K	+$109K	5	2.15%	Increased
2679	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$782K	+$695K	1	0.28%	New
2680	SAM Sandell Asset Management New York	$781K	+$338K	1	0.21%	Increased
2681	RVPG Relative Value Partners Group	$778K	+$7.08K	1	0.1%	Increased
2682	CHCM Columbus Hill Capital Management Short Hills, New Jersey	$765K	+$636K	1	0.08%	New
2683	IWA Inspirion Wealth Advisors Libertyville, Illinois	$765K	$0	2	0.5%	Maintained
2684	CFG CKW Financial Group Honolulu, Hawaii	$760K	+$487K	7	0.26%	Increased
2685	LPU Lansdowne Partners (UK) London, United Kingdom	$760K	+$702K	1	0.01%	New
2686	QOP Quinn Opportunity Partners Charlottesville, Virginia	$759K	-$89K	1	0.28%	Reduced
2687	NIM Nexus Investment Management Toronto, Ontario, Canada	$740K	$0	1	0.14%	Maintained
2688	CCM Concourse Capital Management Atlanta, Georgia	$737K	-$5.09M	1	0.48%	Reduced
2689	CPA Capital Planning Advisors Roseville, California	$729K	+$10.7K	1	0.39%	Increased
2690	TG Threshold Group Seattle, Washington	$701K	$0	1	0.68%	Maintained
2691	HFA High Falls Advisors Rochester, New York	$694K	-$1.52M	1	0.26%	Reduced
2692	DM Diker Management New York	$693K	$0	1	0.25%	Maintained
2693	PCP Proficio Capital Partners Newton, Massachusetts	$686K	+$6.89K	28	0.4%	Increased
2694	BCM BBT Capital Management Fort Worth, Texas	$685K	+$591K	1	0.13%	New
2695	IF IRON Financial Northbrook, Illinois	$669K	-$73.1K	2	0.82%	Reduced
2696	SA SRH Advisors Salina, Kansas	$664K	$0	5	3.46%	Maintained
2697	Moneta Group Investment Advisors St Louis, Missouri	$660K	-$2.86M	1	0.15%	Reduced
2698	FO FT Options Chicago, Illinois	$657K	+$171K	4	0.52%	Increased
2699	EDRM Edmond de Rothschild (Monaco) Monaco	$655K	+$618K	6	0.57%	New
2700	SAM Summit Asset Management Memphis, Tennessee	$651K	$0	2	0.4%	Maintained