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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
3051	SAIG Semper Augustus Investments Group Highlands Ranch, Colorado	$995K	-$2.84M	1	0.75%	Reduced
3052	LWIC Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada	$990K	+$944K	2	1.73%	New
3053	CAC Certified Advisory Corp Altamonte Springs, Florida	$987K	+$983K	23	0.71%	New
3054	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$986K	+$21.8K	4	0.67%	Increased
3055	APG Abacus Planning Group Columbia, South Carolina	$984K	+$930K	1	1%	New
3056	KC Kingfisher Capital Charlotte, North Carolina	$972K	+$441K	3	0.62%	Increased
3057	NWS Newport Wealth Strategies Irvine, California	$961K	+$824K	3	0.69%	New
3058	SCG Sonata Capital Group Seattle, Washington	$955K	-$55.2K	2	0.69%	Reduced
3059	PSC Prentiss Smith & Co Brattleboro, Vermont	$952K	$0	6	0.46%	Maintained
3060	CPSAC Chas P. Smith & Associates (CPS) Lakeland, Florida	$950K	+$441K	2	0.13%	Increased
3061	GCM Gator Capital Management Tampa, Florida	$948K	+$981K	2	0.91%	New
3062	SHJ Sharkey, Howes & Javer Denver, Colorado	$944K	-$40.4K	6	0.55%	Reduced
3063	RPG Risk Paradigm Group Austin, Texas	$943K	+$540K	7	1.01%	Increased
3064	ZIG Zuckerman Investment Group Chicago, Illinois	$941K	$0	1	0.24%	Maintained
3065	Integrated Wealth Concepts Waltham, Massachusetts	$940K	+$910K	2	0.4%	New
3066	LA LexAurum Advisors Overland Park, Kansas	$937K	+$946K	1	0.88%	New
3067	SFPM Sensible Financial Planning & Management Waltham, Massachusetts	$934K	-$39.3K	1	0.48%	Reduced
3068	HHGA Halbert Hargrove Global Advisors Long Beach, California	$932K	-$27.1K	3	0.24%	Reduced
3069	DM Diker Management New York	$926K	$0	1	0.33%	Maintained
3070	CA Continuum Advisory Eagle, Idaho	$920K	+$487K	3	0.71%	Increased
3071	RCC Red Cedar Capital Omaha, Nebraska	$919K	+$897K	2	0.77%	New
3072	NQWM Northwest Quadrant Wealth Management Bend, Oregon	$918K	-$679	2	0.63%	Reduced
3073	EWF Epstein & White Financial San Diego, California	$916K	+$875K	3	0.53%	New
3074	B Bellecapital Zurich, Switzerland	$915K	-$440K	2	0.74%	Reduced
3075	AAM American Asset Management Boca Raton, Florida	$912K	-$100K	3	0.55%	Reduced