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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
3376	FWM Fairhaven Wealth Management Oak Brook, Illinois	$950K	-$243K	3	0.79%	Reduced
3377	LWA Lenox Wealth Advisors New York	$948K	+$18.9K	34	0.15%	Increased
3378	FCM Firestone Capital Management Coral Gables, Florida	$935K	+$877K	12	0.4%	New
3379	NAS Nicolet Advisory Services Green Bay, Wisconsin	$934K	+$31.8K	2	0.15%	Increased
3380	PCM Poehling Capital Management Madison, Wisconsin	$925K	-$16.2K	2	0.61%	Reduced
3381	AA Aufman Associates Sewickley, Pennsylvania	$924K	+$869K	2	0.95%	New
3382	WB West Bancorporation West Des Moines, Iowa	$923K	+$873K	8	0.93%	New
3383	MECA Miller Equity Capital Advisors Irving, Texas	$918K	+$883K	1	1.18%	New
3384	WGA Weather Gauge Advisory Williamsburg, Virginia	$917K	+$224	1	0.81%	Increased
3385	PTP Platform Technology Partners New York	$916K	+$856K	3	0.69%	New
3386	Truepoint Inc Cincinnati, Ohio	$904K	+$1.34K	1	0.07%	Increased
3387	RVPG Relative Value Partners Group	$898K	$0	1	0.09%	Maintained
3388	CVM Cheviot Value Management Beverly Hills, California	$896K	-$72.2K	2	0.35%	Reduced
3389	AWW Alan W. Weber	$894K	$0	2	0.36%	Maintained
3390	DA DSC Advisors Chicago, Illinois	$894K	+$286K	3	0.43%	Increased
3391	BW Gestao de Investimentos Sao Paulo, Brazil	$886K	$0	1	0.23%	Maintained
3392	WAG Winthrop Advisory Group Boston, Massachusetts	$886K	+$14.4K	2	0.32%	Increased
3393	SC Steph & Co Marinette, Wisconsin	$882K	+$831K	7	0.75%	New
3394	LC Landaas & Company Milwaukee, Wisconsin	$879K	$0	2	0.61%	Maintained
3395	SP Summit Partners Boston, Massachusetts	$878K	+$159K	1	0.42%	Increased
3396	PCFFS Pacific Center for Financial Services San Ramon, California	$875K	-$3.56K	10	0.38%	Reduced
3397	IAP Indie Asset Partners Carmel, Indiana	$873K	+$805K	3	0.93%	New
3398	Veritas Asset Management London, United Kingdom	$871K	+$796K	1	0.01%	New
3399	JLBC J.L. Bainbridge & Co Sarasota, Florida	$870K	+$33.2K	2	0.12%	Increased
3400	NFGCM Norman Fields Gottscho Capital Management New York	$869K	$0	2	0.42%	Maintained