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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
2801	Arax Advisory Partners Denver, Colorado	$759K	+$757K	15	0.38%	New
2802	NIM Nexus Investment Management Toronto, Ontario, Canada	$750K	$0	1	0.13%	Maintained
2803	SFA Stewardship Financial Advisors Stockbridge, Georgia	$749K	-$10.5K	1	0.47%	Reduced
2804	Waverly Advisors Birmingham, Alabama	$748K	+$483K	3	0.28%	Increased
2805	SFPM Sensible Financial Planning & Management Waltham, Massachusetts	$743K	$0	1	0.51%	Maintained
2806	2L 22NW LP Seattle, Washington	$739K	+$676K	1	0.44%	New
2807	RVPG Relative Value Partners Group	$738K	-$8.95K	1	0.1%	Reduced
2808	WCM Weatherstone Capital Management Denver, Colorado	$738K	+$716K	2	0.48%	New
2809	BOS Bingham Osborn & Scarborough San Francisco, California	$733K	-$41.3K	2	0.08%	Reduced
2810	FFS Founders Financial Securities Towson, Maryland	$719K	+$698K	1	0.3%	New
2811	BMCM Bryn Mawr Capital Management Philadelphia, Pennsylvania	$714K	+$696K	2	0.73%	New
2812	QC QCM Cayman Houston, Texas	$711K	+$50.4K	3	1.39%	Increased
2813	TCM Tuttle Capital Management Riverside, Connecticut	$709K	+$251K	2	0.71%	Increased
2814	Brookstone Capital Management Wheaton, Illinois	$708K	-$4.57M	2	0.08%	Reduced
2815	DM Diker Management New York	$703K	$0	1	0.3%	Maintained
2816	FWM FFT Wealth Management Philadelphia, Pennsylvania	$703K	+$736K	1	0.16%	New
2817	RSA Robertson Stephens Advisors San Francisco, California	$702K	+$628K	2	0.4%	New
2818	BWM Baystate Wealth Management Boston, Massachusetts	$700K	+$678K	11	0.14%	New
2819	CPA Capital Planning Advisors Roseville, California	$693K	-$7.99K	1	0.37%	Reduced
2820	ICA Infrastructure Capital Advisors New York	$686K	+$696K	1	0.23%	New
2821	RMC Regis Management Company Menlo Park, California	$680K	$0	1	0.12%	Maintained
2822	PCP Proficio Capital Partners Newton, Massachusetts	$677K	-$13.7K	27	0.29%	Reduced
2823	MCG Meru Capital Group New York	$675K	-$3.16M	1	0.19%	Reduced
2824	KA KLCM Advisors Milwaukee, Wisconsin	$668K	+$650K	2	0.2%	New
2825	SAM Summit Asset Management Memphis, Tennessee	$664K	+$16.2K	2	0.41%	Increased