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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	PSC Prentiss Smith & Co Brattleboro, Vermont	$897K	+$53.4K	6	0.51%	Increased
2802	2L 22NW LP Seattle, Washington	$896K	$0	1	0.52%	Maintained
2803	MCG Meru Capital Group New York	$896K	$0	1	0.28%	Maintained
2804	VCP Vista Capital Partners Portland, Oregon	$885K	-$70K	1	0.23%	Reduced
2805	FPA Fieldpoint Private Advisors New York	$882K	$0	1	2.38%	Maintained
2806	FBA Front Barnett Associates Chicago, Illinois	$870K	-$21.7K	1	0.16%	Reduced
2807	BWM Baystate Wealth Management Boston, Massachusetts	$864K	+$157K	16	0.17%	Increased
2808	HHGA Halbert Hargrove Global Advisors Long Beach, California	$853K	-$253K	3	0.22%	Reduced
2809	IWA Inspirion Wealth Advisors Libertyville, Illinois	$845K	$0	2	0.48%	Maintained
2810	NFP Narus Financial Partners Salt Lake City, Utah	$842K	-$19.3K	3	0.81%	Reduced
2811	SP Summit Partners Boston, Massachusetts	$842K	-$56.2M	1	0.36%	Reduced
2812	SBA Seven Bridges Advisors New York	$841K	-$412K	2	0.8%	Reduced
2813	BWA Burt Wealth Advisors North Bethesda, Maryland	$838K	-$98.2K	6	0.6%	Reduced
2814	BFPW BOK Financial Private Wealth Denver, Colorado	$837K	-$216K	1	0.12%	Reduced
2815	PM Parametrica Management Wanchai, Hong Kong	$825K	-$1.49M	4	0.86%	Reduced
2816	LA Lucus Advisors New York	$820K	+$871K	2	0.76%	New
2817	NQWM Northwest Quadrant Wealth Management Bend, Oregon	$819K	+$7.17K	2	0.78%	Increased
2818	CCM Concourse Capital Management Atlanta, Georgia	$816K	+$800K	1	0.48%	New
2819	CPP Crow Point Partners Boston, Massachusetts	$812K	+$534K	5	0.13%	Increased
2820	KLI Kelman-Lazarov Inc Memphis, Tennessee	$810K	-$313K	1	0.52%	Reduced
2821	BOS Bingham Osborn & Scarborough San Francisco, California	$804K	+$51.1K	2	0.08%	Increased
2822	SCG Sonata Capital Group Seattle, Washington	$803K	+$470	2	0.61%	Increased
2823	CCG Chatham Capital Group Savannah, Georgia	$795K	-$3.31K	2	0.22%	Reduced
2824	RFG Advisory Birmingham, Alabama	$788K	+$567K	2	0.6%	Increased
2825	Brookstone Capital Management Wheaton, Illinois	$785K	+$58.1K	2	0.08%	Increased