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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	LA LexAurum Advisors Overland Park, Kansas	$1.66M	+$622K	2	1.16%	Increased
2877	MFS Madrona Financial Services Everett, Washington	$1.65M	+$103K	1	1.25%	Increased
2878	DS Dudley & Shanley Palm Beach, Florida	$1.64M	-$423K	1	0.31%	Reduced
2879	GAM Gemmer Asset Management Walnut Creek, California	$1.63M	-$86.5K	47	0.51%	Reduced
2880	BCP Blackhawk Capital Partners Thiensville, Wisconsin	$1.63M	-$3.4M	2	2.3%	Reduced
2881	DLHL Donald L. Hagan LLC Sarasota, Florida	$1.62M	-$381K	1	1.26%	Reduced
2882	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$1.62M	-$266K	22	1.08%	Reduced
2883	TI Telemetry Investments New York	$1.62M	-$867K	1	0.73%	Reduced
2884	JFM Jackson Financial Management Costa Mesa, California	$1.61M	-$230K	1	1.28%	Reduced
2885	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$1.61M	-$2.1K	21	0.85%	Reduced
2886	CCM Coe Capital Management Highland Park, Illinois	$1.6M	+$269K	2	1.58%	Increased
2887	CCS Crosspoint Capital Strategies Orinda, California	$1.59M	+$1.16M	1	2.61%	New
2888	BOS Bingham Osborn & Scarborough San Francisco, California	$1.58M	+$107K	4	0.14%	Increased
2889	VDFA Vickerman & Driscoll Financial Advisors Spokane, Washington	$1.58M	+$18.7K	2	1.1%	Increased
2890	FA FCG Advisors Chatham, New Jersey	$1.58M	-$237K	3	0.54%	Reduced
2891	VCM Versant Capital Management Phoenix, Arizona	$1.57M	+$28.7K	48	0.64%	Increased
2892	DCM Dean Capital Management Overland Park, Kansas	$1.57M	+$1.59M	1	1.11%	New
2893	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$1.56M	-$6.2K	3	0.25%	Reduced
2894	MCF Advisors Covington, Kentucky	$1.56M	+$1.87K	14	0.27%	Increased
2895	Arax Advisory Partners Denver, Colorado	$1.56M	-$903K	14	0.63%	Reduced
2896	FBCM Fort Baker Capital Management Larkspur, California	$1.55M	-$9.8M	1	0.91%	Reduced
2897	NPP New Potomac Partners Bethesda, Maryland	$1.55M	+$1.62M	4	1.43%	Increased
2898	CWM Connecticut Wealth Management Farmington, Connecticut	$1.53M	+$203K	4	0.68%	Increased
2899	SCM SG Capital Management Chicago, Illinois	$1.51M	-$19.7M	2	0.37%	Reduced
2900	NFG NewFocus Financial Group Vancouver, Washington	$1.51M	+$123K	1	0.82%	Increased