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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
2876	CI Capital Innovations Pewaukee, Wisconsin	$674K	+$124K	1	1.63%	Increased
2877	Alesco Advisors Pittsford, New York	$672K	+$201K	3	0.04%	Increased
2878	WIA Westbourne Investment Advisors Annapolis, Maryland	$669K	-$7.11K	2	0.52%	Reduced
2879	HCM Harvest Capital Management Concord, New Hampshire	$668K	$0	1	0.26%	Maintained
2880	MCIA Mountain Capital Investment Advisors Westminster, Colorado	$667K	-$536K	17	0.59%	Reduced
2881	MWP Moller Wealth Partners	$666K	-$276K	2	0.25%	Reduced
2882	GAG GM Advisory Group Melville, New York	$664K	-$38.7K	2	0.2%	Reduced
2883	AZA Arthur Zaske & Associates Bingham Farms, Michigan	$660K	-$260K	2	0.7%	Reduced
2884	Scharf Investments Los Gatos, California	$648K	$0	1	0.02%	Maintained
2885	RVPG Relative Value Partners Group	$644K	$0	1	0.07%	Maintained
2886	LFA Landmark Financial Advisors Bowling Green, Kentucky	$642K	+$866	2	0.43%	Increased
2887	PCFFS Pacific Center for Financial Services San Ramon, California	$634K	-$11.7K	8	0.41%	Reduced
2888	TCB Texas Capital Bancshares Dallas, Texas	$632K	-$206K	2	1.41%	Reduced
2889	TAM Taylor Asset Management Toronto, Ontario, Canada	$622K	+$635K	1	0.2%	New
2890	OA Opes Advisors Cupertino, California	$620K	-$551K	1	0.4%	Reduced
2891	Mesirow Financial Investment Management Chicago, Illinois	$619K	-$359K	2	2.92%	Reduced
2892	ECM Ensemble Capital Management San Francisco, California	$617K	-$748K	1	0.13%	Reduced
2893	SG Swarthmore Group Philadelphia, Pennsylvania	$609K	+$588K	2	0.14%	New
2894	DII Domini Impact Investments New York	$602K	$0	1	13.68%	Maintained
2895	LC Lincoln Capital Lincoln, Nebraska	$600K	-$12.7K	2	0.37%	Reduced
2896	CAM CMT Asset Management Chicago, Illinois	$595K	-$945K	1	0.03%	Reduced
2897	TWMP Taylor Wealth Management Partners Boston, Massachusetts	$592K	$0	5	0.26%	Maintained
2898	IF IRON Financial Northbrook, Illinois	$588K	$0	1	0.45%	Maintained
2899	RCG Ruggie Capital Group Tavares, Florida	$588K	+$452K	7	0.38%	Increased
2900	FA Fortis Advisors Wayne, Pennsylvania	$582K	+$536K	10	0.4%	Increased