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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
3651	LI LVZ Inc Holland, Michigan	$303K	$0	1	0.06%	Maintained
3652	EGWAG Elwood & Goetz Wealth Advisory Group Athens, Georgia	$301K	$0	1	0.22%	Maintained
3653	ECM Engine Capital Management New York	$300K	-$54.3K	1	0.12%	Reduced
3654	TW Towerpoint Wealth Sacramento, California	$300K	+$2.23M	1	0.2%	Increased
3655	RICHC Renaissance Investment Consultants Holding Company Wayne, Pennsylvania	$299K	+$281K	1	0.34%	New
3656	RPAM Rhenman & Partners Asset Management Stockholm, Sweden	$299K	$0	1	0.03%	Maintained
3657	CAM Concorde Asset Management Ann Arbor, Michigan	$298K	-$182K	1	0.21%	Reduced
3658	GA Geller Advisors New York	$298K	+$278K	1	0.09%	New
3659	PCC Park Circle Company Baltimore, Maryland	$298K	$0	3	0.2%	Maintained
3660	CJA C-J Advisory San Jose, California	$297K	-$65.5K	1	0.18%	Reduced
3661	DIM DC Investments Management Mclean, Virginia	$297K	-$838K	1	0.23%	Reduced
3662	PBF Petix & Botte Financial La Mesa, California	$294K	+$275K	1	0.23%	New
3663	Valmark Advisers Akron, Ohio	$294K	-$715K	1	0.01%	Reduced
3664	FEG Financial Enhancement Group Anderson, Indiana	$293K	-$2.57K	3	0.07%	Reduced
3665	G Gainplan Bloomfield Hills, Michigan	$293K	+$282K	1	0.15%	New
3666	LCC Lincoln Capital Corp East Greenwich, Rhode Island	$293K	$0	1	0.22%	Maintained
3667	AFIA America First Investment Advisors Omaha, Nebraska	$290K	$0	3	0.09%	Maintained
3668	PG Prostatis Group Hanover, Maryland	$289K	+$235K	1	0.26%	New
3669	TCM Towercrest Capital Management Newtown, Pennsylvania	$288K	+$273K	1	0.07%	New
3670	BCM Brown Capital Management Baltimore, Maryland	$286K	-$14.7K	1	0%	Reduced
3671	MAS Managed Account Services Coconut Grove, Florida	$286K	-$14.4K	1	0.12%	Reduced
3672	ACM Academy Capital Management Waco, Texas	$284K	-$18K	1	0.06%	Reduced
3673	RAM Riggs Asset Management Dallas, Pennsylvania	$284K	+$9.56K	6	0.11%	Increased
3674	KLI Kelman-Lazarov Inc Memphis, Tennessee	$283K	$0	1	0.13%	Maintained
3675	JMG Financial Group Downers Grove, Illinois	$280K	$0	1	0.03%	Maintained