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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
3626	Mesirow Financial Investment Management Chicago, Illinois	$335K	+$311K	1	1.41%	New
3627	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$333K	-$64.1K	4	0.09%	Reduced
3628	QAM Q3 Asset Management Birmingham, Michigan	$330K	+$306K	1	0.74%	New
3629	SLT St Louis Trust Saint Louis, Missouri	$328K	$0	1	0.09%	Maintained
3630	VFP Verus Financial Partners Richmond, Virginia	$321K	-$3.69K	1	0.1%	Reduced
3631	FPIS Financial Planning & Information Services De Pere, Wisconsin	$320K	+$45K	1	0.13%	Increased
3632	ACR Alpine Capital Research St. Louis, Missouri	$319K	+$280	1	0.02%	Increased
3633	CCM Colorado Capital Management Boulder, Colorado	$319K	$0	1	0.23%	Maintained
3634	PWAC Private Wealth Advisors (California) Fresno, California	$317K	-$12.9K	1	0.18%	Reduced
3635	SIS Sound Income Strategies Ft Lauderdale, Florida	$317K	-$7.09K	28	0.09%	Reduced
3636	SFC SYM Financial Corp Winona Lake, Indiana	$316K	+$51.6K	2	0.21%	Increased
3637	CFG CKW Financial Group Honolulu, Hawaii	$315K	$0	4	0.06%	Maintained
3638	BRF B. Riley Financial Los Angeles, California	$314K	-$585K	1	0.08%	Reduced
3639	CCM Contrarian Capital Management Greenwich, Connecticut	$313K	+$316K	1	0.04%	New
3640	ICM Islay Capital Management Lubbock, Texas	$310K	+$286K	10	0.3%	New
3641	BWM Brickley Wealth Management San Mateo, California	$309K	+$5.32K	1	0.11%	Increased
3642	C1AG Client 1st Advisory Group Dunedin, Florida	$309K	+$293K	1	0.3%	New
3643	PS Portfolio Solutions Royal Oak, Michigan	$309K	$0	1	0.04%	Maintained
3644	SP Steelhead Partners Seattle, Washington	$307K	-$563K	1	0.03%	Reduced
3645	IA IFG Advisors St. Louis, Missouri	$306K	$0	1	0.25%	Maintained
3646	AWC Abundance Wealth Counselors State College, Pennsylvania	$305K	+$25.2K	1	0.09%	Increased
3647	AF Apexium Financial Dallas, Texas	$305K	+$294K	1	0.39%	New
3648	SCA Strategic Capital Advisers Denver, Colorado	$305K	+$420	1	0.29%	Increased
3649	Whitebox Advisors Minneapolis, Minnesota	$305K	+$94.7K	1	0.01%	Increased
3650	BM Brandywine Managers Hockessin, Delaware	$303K	+$18.8K	1	0.09%	Increased