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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
2901	SCI Stableford Capital II Scottsdale, Arizona	$578K	+$103K	1	0.42%	Increased
2902	FHB First Hawaiian Bank Honolulu, Hawaii	$577K	+$206K	2	0.08%	Increased
2903	SLT St Louis Trust Saint Louis, Missouri	$572K	-$77.8K	1	0.25%	Reduced
2904	SWA SFMG Wealth Advisors Plano, Texas	$571K	-$21K	2	0.11%	Reduced
2905	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$569K	-$4.62K	2	2%	Reduced
2906	BBNB Baker Boyer National Bank Walla Walla, Washington	$562K	-$53.3K	2	1.85%	Reduced
2907	NorthRock Partners Minneapolis, Minnesota	$561K	+$1.21K	1	0.21%	Increased
2908	LCM Lee Capital Management New York	$560K	-$509K	1	0.45%	Reduced
2909	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$559K	-$122K	1	0.1%	Reduced
2910	Capital Wealth Planning Naples, Florida	$556K	-$57.1M	2	0.44%	Reduced
2911	Truepoint Inc Cincinnati, Ohio	$546K	-$31.4K	1	0.05%	Reduced
2912	BCM Beddow Capital Management Jackson, Wyoming	$545K	$0	1	0.22%	Maintained
2913	FIM Friedberg Investment Management Houston, Texas	$545K	+$543K	1	0.88%	New
2914	MKC M. Kraus & Co Shelburne, Vermont	$542K	-$20.4K	1	0.34%	Reduced
2915	SFS Summit Financial Strategies Columbus, Ohio	$531K	-$64.5K	2	0.31%	Reduced
2916	FEG Financial Enhancement Group Anderson, Indiana	$527K	-$14.5K	2	0.21%	Reduced
2917	BF Blankinship & Foster Solana Beach, California	$524K	-$4.18K	1	0.39%	Reduced
2918	LI LVZ Inc Holland, Michigan	$519K	$0	1	0.17%	Maintained
2919	CCG Chatham Capital Group Savannah, Georgia	$513K	-$326K	1	0.15%	Reduced
2920	GS Girard Securities San Diego, California	$511K	-$306K	2	0.45%	Reduced
2921	HRT Financial New York	$507K	+$283K	2	0.63%	Increased
2922	WC Wynnefield Capital New York	$504K	+$511K	1	0.18%	New
2923	PRCM Pine River Capital Management Minnetonka, Minnesota	$497K	-$6.29M	1	0.04%	Reduced
2924	KLI Kelman-Lazarov Inc Memphis, Tennessee	$494K	-$390K	1	0.26%	Reduced
2925	SAMH Shanda Asset Management Holdings Tortola,, British Virgin Islands	$490K	+$493K	1	0.07%	New