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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
3201	FEG Financial Enhancement Group Anderson, Indiana	$425K	-$461K	3	0.15%	Reduced
3202	IA Independence Advisors Wayne, Pennsylvania	$423K	+$192K	2	0.14%	Increased
3203	TA Trellis Advisors Ellensburg, Washington	$423K	-$442K	1	0.4%	Reduced
3204	BC Barnett & Company Chattanooga, Tennessee	$422K	+$42.2K	4	0.2%	Increased
3205	CFC Coyle Financial Counsel Glenview, Illinois	$422K	+$426K	11	0.4%	Increased
3206	FFS Founders Financial Securities Towson, Maryland	$420K	+$436K	1	0.13%	New
3207	PW Price Wealth Austin, Texas	$420K	+$253K	20	0.16%	Increased
3208	MA Minerva Advisors Bala Cynwyd, Pennsylvania	$418K	$0	2	0.21%	Maintained
3209	MRI Mad River Investors Boston, Massachusetts	$417K	$0	1	0.35%	Maintained
3210	SEM Suncoast Equity Management Tampa, Florida	$416K	+$39K	1	0.1%	Increased
3211	AF Aldebaran Financial	$411K	-$12.6K	1	0.28%	Reduced
3212	DOA D'Orazio & Associates Falls Church, Virginia	$407K	-$5.34K	11	0.16%	Reduced
3213	RPAM Rhenman & Partners Asset Management Stockholm, Sweden	$407K	-$44.9K	1	0.04%	Reduced
3214	SRIM Saratoga Research & Investment Management Saratoga, California	$407K	-$61.9K	1	0.03%	Reduced
3215	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$406K	-$122K	1	0.07%	Reduced
3216	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$401K	-$54.5K	1	0.06%	Reduced
3217	MGIA Matthew Goff Investment Advisor Houston, Texas	$401K	-$204K	1	0.16%	Reduced
3218	SCA Strategic Capital Advisers Denver, Colorado	$400K	+$395K	1	0.29%	New
3219	BRA Blue Rock Advisors Wayzata, Minnesota	$399K	+$419K	1	1.01%	New
3220	SVCP Silicon Valley Capital Partners San Jose, California	$397K	+$394K	1	0.19%	New
3221	LIA LBMC Investment Advisors Brentwood, Tennessee	$395K	+$214K	1	0.07%	Increased
3222	TC TradeLink Capital Chicago, Illinois	$393K	+$420K	1	1.89%	New
3223	KAM Kazazian Asset Management Fort Lauderdale, Florida	$392K	-$1.09M	2	0.36%	Reduced
3224	ACM Alta Capital Management Salt Lake City, Utah	$390K	$0	1	0.02%	Maintained
3225	CFIA Cantor Fitzgerald Investment Advisors New York	$390K	+$279	1	0.05%	Increased