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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
2151	BDF Balasa Dinverno & Foltz	$4.01M	+$110K	5	0.73%	Increased
2152	TCM Tegean Capital Management New York	$4M	+$3.43M	1	4.38%	New
2153	IAS IMA Advisory Services Denver, Colorado	$3.99M	+$187K	4	2.28%	Increased
2154	MBT Montecito Bank & Trust Santa Barbara, California	$3.98M	+$273K	4	1.64%	Increased
2155	VIP Vantage Investment Partners Kansas City, Missouri	$3.98M	-$21M	2	0.52%	Reduced
2156	JPC Jackson Park Capital Alpine, Utah	$3.97M	$0	1	5.15%	Maintained
2157	SCM Stanley Capital Management Houston, Texas	$3.97M	$0	1	3.14%	Maintained
2158	LWM Lyons Wealth Management Winter Park, Florida	$3.96M	-$54.9K	2	5.47%	Reduced
2159	Savant Capital Rockford, Illinois	$3.96M	+$5.45K	6	1.09%	Increased
2160	SAM SignalPoint Asset Management Springfield, Missouri	$3.96M	+$626K	6	1.05%	Increased
2161	FPTW Franklin, Parlapiano, Turner & Welch Houston, Texas	$3.96M	+$190K	8	2.01%	Increased
2162	UMA USA Mutuals Advisors Dallas, Texas	$3.95M	+$524K	1	2.21%	Increased
2163	CC Coastland Capital Palo Alto, California	$3.94M	-$23.8M	1	0.15%	Reduced
2164	TS Twin Securities New York	$3.93M	+$4.33M	1	0.69%	New
2165	FMP Financial Management Professionals Austin, Texas	$3.92M	+$65.2K	15	2.03%	Increased
2166	RWA River Wealth Advisors Camp Hill, Pennsylvania	$3.91M	-$92.6K	3	2.16%	Reduced
2167	OC Oarsman Capital Milwaukee, Wisconsin	$3.91M	-$68.4K	4	1.99%	Reduced
2168	LSCM LaSalle Street Capital Management Chicago, Illinois	$3.9M	-$140K	5	3.6%	Reduced
2169	PWAP Private Wealth Advisors (Pennsylvania) Greensburg, Pennsylvania	$3.9M	+$13.3K	2	1.85%	Increased
2170	SM Scoggin Management New York	$3.89M	+$1.35M	1	0.67%	Increased
2171	HTI Hikari Tsushin Inc Tokyo, Japan	$3.88M	$0	1	1.02%	Maintained
2172	BLAM Bourne Lent Asset Management Pawling, New York	$3.87M	+$45.7K	3	2.85%	Increased
2173	JSA Jacobson & Schmitt Advisors Middleton, Wisconsin	$3.87M	+$41.2K	1	3.09%	Increased
2174	MC Middleton & Co Boston, Massachusetts	$3.85M	+$533K	5	0.86%	Increased
2175	LA LVW Advisors Pittsford, New York	$3.85M	+$78.2K	2	1.26%	Increased