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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	NAS Nicolet Advisory Services Green Bay, Wisconsin	$766K	+$16K	2	0.12%	Increased
3202	MWP Moller Wealth Partners	$765K	$0	2	0.39%	Maintained
3203	Simon Quick Advisors Morristown, New Jersey	$765K	-$323K	20	0.39%	Reduced
3204	CVM Cheviot Value Management Beverly Hills, California	$758K	+$231K	2	0.33%	Increased
3205	B Bellecapital Zurich, Switzerland	$751K	$0	2	0.47%	Maintained
3206	PCFFS Pacific Center for Financial Services San Ramon, California	$749K	+$23.4K	10	0.38%	Increased
3207	IA Independence Advisors Wayne, Pennsylvania	$748K	+$35.2K	3	0.19%	Increased
3208	AF Aldebaran Financial	$743K	-$188K	2	0.51%	Reduced
3209	BAM Baldrige Asset Management Allentown, Pennsylvania	$739K	+$4.01K	2	0.68%	Increased
3210	LAIC Lederer & Associates Investment Counsel Long Beach, California	$737K	-$1.26M	2	0.68%	Reduced
3211	NFGCM Norman Fields Gottscho Capital Management New York	$737K	$0	2	0.37%	Maintained
3212	DLG Daniel L. Goodwin	$735K	$0	2	0.34%	Maintained
3213	WGA Weather Gauge Advisory Williamsburg, Virginia	$733K	-$1.74K	1	0.7%	Reduced
3214	WFI West Family Investments Carlsbad, California	$731K	$0	1	0.18%	Maintained
3215	WRM Weybosset Research & Management Province, Rhode Island	$727K	+$150K	3	0.42%	Increased
3216	BRF B. Riley Financial Los Angeles, California	$721K	-$1.03M	1	0.35%	Reduced
3217	RVPG Relative Value Partners Group	$718K	+$14.9K	1	0.08%	Increased
3218	IDA Intelligence Driven Advisers Carlsbad, California	$717K	+$36.8K	2	0.34%	Increased
3219	IR Invictus RG Hamilton, Bermuda	$712K	+$93.5K	1	3.36%	Increased
3220	TCB Texas Capital Bancshares Dallas, Texas	$710K	-$3.15K	2	1.18%	Reduced
3221	EIM Elephas Investment Management Hong Kong	$708K	-$14.7M	1	0.43%	Reduced
3222	CCM Concourse Capital Management Atlanta, Georgia	$701K	$0	2	0.68%	Maintained
3223	SA SRH Advisors Salina, Kansas	$696K	+$3.78K	8	2.37%	Increased
3224	ZIG Zuckerman Investment Group Chicago, Illinois	$693K	$0	1	0.15%	Maintained
3225	RCC Red Cedar Capital Omaha, Nebraska	$688K	$0	2	0.58%	Maintained