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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
5551	HAS Holland Advisory Services Ormond Beach, Florida	$333K	+$273K	1	0.41%	New
5552	BCM Basso Capital Management Stamford, Connecticut	$332K	$0	1	0.3%	Maintained
5553	TCM Twele Capital Management Minnetonka, Minnesota	$330K	-$135K	1	0.07%	Reduced
5554	OFG Omega Financial Group Santa Barbara, California	$329K	+$24.2K	1	0.13%	Increased
5555	CWM Core Wealth Management Jupiter, Florida	$326K	+$267K	1	0.13%	New
5556	PCM Ping Capital Management New York	$324K	+$322K	1	0.1%	New
5557	RDIA RE Dickinson Investment Advisors Council Bluffs, Iowa	$323K	+$10.7K	8	0.2%	Increased
5558	SS Sound Stewardship Overland Park, Kansas	$321K	-$130K	1	0.2%	Reduced
5559	SFG Sage Financial Group W. Conshohocken, Pennsylvania	$321K	-$18.2K	1	0.03%	Reduced
5560	DA DSC Advisors Chicago, Illinois	$319K	-$64.7K	1	1.06%	Reduced
5561	OAP One Advisory Partners Overland Park, Kansas	$319K	+$302K	1	0.15%	New
5562	IAIM Industrial Alliance Investment Management Quebec, Quebec, Canada	$318K	+$286K	2	0.18%	New
5563	NAM Nexpoint Asset Management Dallas, Texas	$318K	+$327K	1	0.04%	New
5564	EGWAG Elwood & Goetz Wealth Advisory Group Athens, Georgia	$317K	-$278K	1	0.09%	Reduced
5565	SGWM Sterling Group Wealth Management Pasadena, California	$315K	+$258K	1	0.18%	New
5566	MWA Merkkuri Wealth Advisors Hicksville, New York	$314K	+$72K	1	0.29%	New
5567	ACM ADAR1 Capital Management Austin, Texas	$314K	+$213K	3	0.06%	Increased
5568	EWA ERTS Wealth Advisors Marquette, Michigan	$311K	-$203K	1	0.06%	Reduced
5569	BIG Bush Investment Group Valdosta, Georgia	$311K	+$255K	1	0.27%	New
5570	WIC Whitegate Investment Counselors Concord, New Hampshire	$311K	+$1.4K	1	0.09%	Increased
5571	EC EJF Capital Arlington, Virginia	$309K	+$253K	1	0.23%	New
5572	WAM Warberg Asset Management Winnetka, Illinois	$309K	+$253K	1	0.05%	New
5573	RWIA Roger Wittlin Investment Advisory San Francisco, California	$305K	$0	1	0.2%	Maintained
5574	SPAS Spectrum Planning & Advisory Services San Diego, California	$304K	+$248K	1	0.29%	New
5575	DMKJ David M. Knott Jr	$303K	$0	3	0.12%	Maintained