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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	SPL Smart Portfolios LLC Seattle, Washington	$499K	$0	3	0.33%	Maintained
3177	WMG WESCAP Management Group Glendale, California	$499K	$0	1	0.24%	Maintained
3178	FPCM Financial Partners Capital Management New York	$496K	-$7.56M	2	0.15%	Reduced
3179	DA DSC Advisors Chicago, Illinois	$492K	-$8.3K	2	0.08%	Reduced
3180	PEA Pacific Edge Advisors Corona Del Mar, California	$490K	+$275K	2	0.27%	Increased
3181	LFR Lehman Financial Resources Media, Pennsylvania	$489K	$0	2	0.25%	Maintained
3182	LFS Legacy Financial Strategies Overland Park, Kansas	$480K	+$51.2K	1	0.43%	Increased
3183	BWA BlueSky Wealth Advisors New Bern, North Carolina	$479K	+$535K	1	0.18%	New
3184	Polen Capital Management Boca Raton, Florida	$478K	+$49.3K	1	0%	Increased
3185	BIA BHK Investment Advisors Birmingham, Alabama	$475K	+$133K	1	0.33%	Increased
3186	CM Columbus Macro New Castle, Pennsylvania	$475K	-$14.9K	1	0.12%	Reduced
3187	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$468K	+$42.3K	10	0.35%	Increased
3188	CPP Crow Point Partners Boston, Massachusetts	$463K	-$504K	1	0.09%	Reduced
3189	KLI Kelman-Lazarov Inc Memphis, Tennessee	$463K	$0	1	0.25%	Maintained
3190	SMH Sanders Morris Harris Houston, Texas	$458K	-$647K	2	0.21%	Reduced
3191	BW Biegel & Waller Columbia, Maryland	$456K	$0	2	0.28%	Maintained
3192	FAM Fortaleza Asset Management Chicago, Illinois	$455K	-$74.7K	4	3.69%	Reduced
3193	PP PDS Planning Dublin, Ohio	$455K	-$34.4K	3	0.45%	Reduced
3194	AP Advisors Preferred Rockville, Maryland	$449K	-$12M	4	0.2%	Reduced
3195	RMC Regis Management Company Menlo Park, California	$443K	$0	1	0.07%	Maintained
3196	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$440K	-$1.24M	10	0.47%	Reduced
3197	Reinhart Partners Mequon, Wisconsin	$436K	-$354K	1	0.04%	Reduced
3198	PFM Probabilities Fund Management White Plains, New York	$434K	$0	1	0.64%	Maintained
3199	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$426K	-$40.5K	5	0.16%	Reduced
3200	FMP Financial Management Professionals Austin, Texas	$426K	-$4.3M	10	0.17%	Reduced