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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
3176	SFS Summit Financial Strategies Columbus, Ohio	$565K	-$38.9K	2	0.3%	Reduced
3177	KLI Kelman-Lazarov Inc Memphis, Tennessee	$554K	$0	1	0.28%	Maintained
3178	PP Professional Planning Thousand Oaks, California	$551K	+$567K	1	1.01%	New
3179	HS Huntington Steele Oaks, Pennsylvania	$549K	$0	1	0.15%	Maintained
3180	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$544K	+$234K	2	0.37%	Increased
3181	BCA Berman Capital Advisors Atlanta, Georgia	$543K	+$540K	2	0.18%	New
3182	Reinhart Partners Mequon, Wisconsin	$533K	-$1.12M	1	0.05%	Reduced
3183	DPA Delphi Private Advisors San Diego, California	$532K	+$232K	4	1.31%	Increased
3184	DCM Dimension Capital Management Coral Gables, Florida	$526K	+$299K	1	0.33%	Increased
3185	ABA American Beacon Advisors Irving, Texas	$520K	+$28.3K	5	5.56%	Increased
3186	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$516K	+$433	2	0.53%	Increased
3187	LI LVZ Inc Holland, Michigan	$510K	$0	1	0.15%	Maintained
3188	CWM Capital Wealth Management W. Warwick, Rhode Island	$507K	+$520K	1	0.44%	New
3189	TA Trellis Advisors Ellensburg, Washington	$507K	+$480K	1	0.48%	New
3190	PFM Probabilities Fund Management White Plains, New York	$505K	+$478K	1	0.72%	New
3191	KAM Kassirer Asset Management Toronto, Ontario, Canada	$503K	-$398K	2	0.52%	Reduced
3192	FAM Fortaleza Asset Management Chicago, Illinois	$494K	-$2.45M	3	3.1%	Reduced
3193	LFR Lehman Financial Resources Media, Pennsylvania	$493K	+$209K	2	0.26%	Increased
3194	SFG StrategIQ Financial Group Merrillville, Indiana	$485K	+$210K	2	0.19%	Increased
3195	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$477K	+$499K	25	0.43%	New
3196	NA Nottingham Advisors Amherst, New York	$473K	+$3.08K	1	0.06%	Increased
3197	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$472K	-$4.85K	5	0.19%	Reduced
3198	PC Passport Capital San Francisco, California	$470K	-$13.9M	1	1.61%	Reduced
3199	AIA Arrow Investment Advisors Laurel, Maryland	$464K	-$54.4K	1	0.13%	Reduced
3200	ME McIlrath & Eck Arlington, Washington	$463K	+$456K	19	0.27%	New