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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
2826	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$785K	+$286K	2	0.6%	Increased
2827	Flow Traders U.S. New York	$780K	-$1.07M	3	0.06%	Reduced
2828	LWM Lenox Wealth Management Cincinnati, Ohio	$779K	+$317K	5	0.56%	Increased
2829	FBFS First Business Financial Services Madison, Wisconsin	$770K	+$326K	2	0.16%	Increased
2830	IF IRON Financial Northbrook, Illinois	$765K	+$176K	2	0.55%	Increased
2831	ZIG Zuckerman Investment Group Chicago, Illinois	$765K	-$219K	1	0.19%	Reduced
2832	EM Endicott Management New York	$764K	+$630K	1	0.4%	New
2833	KA KLCM Advisors Milwaukee, Wisconsin	$761K	$0	2	0.21%	Maintained
2834	AMCA Arthur M. Cohen & Associates Northbrook, Illinois	$757K	-$455K	2	0.34%	Reduced
2835	DDC Daniel Devine & Co Parkland, Florida	$753K	-$874K	1	0.62%	Reduced
2836	DM Diker Management New York	$753K	$0	1	0.35%	Maintained
2837	BMCM Bryn Mawr Capital Management Philadelphia, Pennsylvania	$748K	+$6.74K	2	0.77%	Increased
2838	EMB Elefante Mark B	$746K	+$323K	2	6.77%	Increased
2839	SFPM Sensible Financial Planning & Management Waltham, Massachusetts	$746K	-$140K	1	0.48%	Reduced
2840	Evergreen Capital Management Bellevue, Washington	$740K	-$102K	2	0.15%	Reduced
2841	OA Opes Advisors Cupertino, California	$731K	+$207K	1	0.52%	Increased
2842	GS Girard Securities San Diego, California	$729K	-$1.11M	2	0.62%	Reduced
2843	NIM Nexus Investment Management Toronto, Ontario, Canada	$727K	-$73.3K	1	0.12%	Reduced
2844	GAG GM Advisory Group Melville, New York	$722K	-$80.4K	2	0.25%	Reduced
2845	PCC Park Circle Company Baltimore, Maryland	$721K	$0	3	0.45%	Maintained
2846	CCM Coe Capital Management Highland Park, Illinois	$718K	+$62.5K	1	0.87%	Increased
2847	RC Reik & Co New York	$714K	+$30.8K	2	0.24%	Increased
2848	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$713K	+$444K	25	0.08%	Increased
2849	SAM Summit Asset Management Memphis, Tennessee	$713K	+$17.2K	2	0.41%	Increased
2850	ACM Americafirst Capital Management Roseville, California	$711K	-$586K	2	0.85%	Reduced