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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
2951	EA Efficient Advisors Mason, Ohio	$268K	-$222K	1	0.04%	Reduced
2952	RPA Rock Point Advisors Burlington, Vermont	$263K	-$5.46M	1	0.14%	Reduced
2953	SHJ Sharkey, Howes & Javer Denver, Colorado	$263K	$0	5	0.16%	Maintained
2954	PA Planning Alternatives Birmingham, Michigan	$259K	+$203K	1	0.05%	New
2955	SGS Sterling Global Strategies Carlsbad, California	$259K	+$941	1	1.05%	Increased
2956	WCM Wallace Capital Management Dallas, Texas	$257K	+$194K	2	0.05%	Increased
2957	SFS Summit Financial Strategies Columbus, Ohio	$255K	+$289	1	0.17%	Increased
2958	ZF Zhang Financial Portage, Michigan	$255K	$0	1	0.14%	Maintained
2959	NFM North Forty Management Seattle, Washington	$252K	+$197K	1	0.31%	New
2960	RPG Risk Paradigm Group Austin, Texas	$252K	-$33.7K	3	0.28%	Reduced
2961	HA Harfst & Associates Sheridan, Wyoming	$249K	+$246K	1	0.12%	New
2962	DSN D. Scott Neal Lexington, Kentucky	$248K	+$3.01K	4	0.18%	Increased
2963	RWM RKL Wealth Management Lancaster, Pennsylvania	$247K	-$17.8K	1	0.12%	Reduced
2964	DAM DLD Asset Management New York	$245K	+$248K	1	0.08%	New
2965	AIM Avity Investment Management Greenwich, Connecticut	$242K	+$239K	1	0.04%	New
2966	BC Barnett & Company Chattanooga, Tennessee	$242K	-$353K	4	0.13%	Reduced
2967	CCM Colorado Capital Management Boulder, Colorado	$241K	+$5.63K	1	0.22%	Increased
2968	AMG Asset Management Group Stamford, Connecticut	$240K	+$1.29K	1	0.1%	Increased
2969	Alesco Advisors Pittsford, New York	$239K	$0	1	0.02%	Maintained
2970	IOOF Independent Order of Foresters Toronto, Ontario, Canada	$238K	$0	1	0.2%	Maintained
2971	CPP Crow Point Partners Boston, Massachusetts	$233K	-$280K	5	0.04%	Reduced
2972	SWA SFMG Wealth Advisors Plano, Texas	$230K	-$573	1	0.05%	Reduced
2973	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$229K	$0	1	0.06%	Maintained
2974	SSA South Street Advisors New York	$228K	$0	1	0.08%	Maintained
2975	FCA Florence Capital Advisors New York	$226K	+$220K	2	0.25%	New