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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
2701	BOS Bingham Osborn & Scarborough San Francisco, California	$647K	+$207K	2	0.08%	Increased
2702	BGIM Boussard & Gavaudan Investment Management London, United Kingdom	$644K	-$154K	3	0.41%	Reduced
2703	NCM Northroad Capital Management New York	$636K	-$6.16M	1	0.29%	Reduced
2704	FAG Financial Advisory Group Houston, Texas	$620K	+$1.54K	1	0.33%	Increased
2705	SAM Summit Asset Management Memphis, Tennessee	$620K	$0	2	0.45%	Maintained
2706	IF IRON Financial Northbrook, Illinois	$617K	-$34.8K	1	0.62%	Reduced
2707	CFG CKW Financial Group Honolulu, Hawaii	$614K	-$33.2K	16	0.26%	Reduced
2708	PI Panthera Investment Frankfurt, Germany	$614K	+$566K	1	0.16%	New
2709	AC Alley Company Lake Forest, Illinois	$608K	-$1.81M	2	0.31%	Reduced
2710	RMC Regis Management Company Menlo Park, California	$608K	$0	1	0.18%	Maintained
2711	VC Vicus Capital State College, Pennsylvania	$605K	$0	2	0.18%	Maintained
2712	APU Alpine Partners USVI St. Thomas, U.S. Virgin Islands	$593K	+$607K	2	1.97%	New
2713	Heritage Wealth Advisors Richmond, Virginia	$581K	+$21.8K	2	0.52%	Increased
2714	EA Evanston Advisors Schaumburg, Illinois	$576K	+$1.93K	1	0.2%	Increased
2715	BC Barnett & Company Chattanooga, Tennessee	$558K	-$383K	1	0.22%	Reduced
2716	LFA Landmark Financial Advisors Bowling Green, Kentucky	$556K	+$520K	2	0.57%	New
2717	RiverFront Investment Group Richmond, Virginia	$555K	+$696	1	0.02%	Increased
2718	GCIA Gabelli & Co Investment Advisers Rye, New York	$548K	$0	2	0.08%	Maintained
2719	IWC Integrated Wealth Counsel Carmel, California	$548K	-$29.1K	1	0.66%	Reduced
2720	ACM Argonaut Capital Management New York	$546K	-$525K	1	0.79%	Reduced
2721	CA Capital Advantage Walnut Creek, California	$541K	-$7.46K	2	0.22%	Reduced
2722	KL Kinsight LLC Birmingham, Alabama	$541K	+$252K	2	0.27%	Increased
2723	SA SRH Advisors Salina, Kansas	$539K	+$15.4K	6	3.67%	Increased
2724	ESBC E.S. Barr & Co Lexington, Kentucky	$536K	-$76.2K	2	0.06%	Reduced
2725	FDS First Dallas Securities Dallas, Texas	$530K	+$22.3K	1	0.34%	Increased