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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
2301	SIC Shoker Investment Counsel Oxford, Ohio	$2.23M	-$61.2K	2	2.06%	Reduced
2302	Northeast Financial Consultants Westport, Connecticut	$2.22M	$0	4	1.22%	Maintained
2303	BCM Beck Capital Management Austin, Texas	$2.22M	+$370K	4	1.56%	Increased
2304	LWM LBA Wealth Management Jacksonville, Florida	$2.21M	+$200K	17	1.54%	Increased
2305	ICM IMS Capital Management Portland, Oregon	$2.21M	-$1.17M	7	2.56%	Reduced
2306	IAS IMA Advisory Services Denver, Colorado	$2.19M	+$120K	2	1.04%	Increased
2307	CFA Camarda Financial Advisors Fleming Island, Florida	$2.19M	+$1.83M	7	1.52%	Increased
2308	TAL TIG Advisors LLC New York	$2.19M	+$2.24M	1	0.08%	New
2309	IFS Ifrah Financial Services Little Rock, Arkansas	$2.18M	+$195K	5	0.84%	Increased
2310	ECP Elk Creek Partners Denver, Colorado	$2.17M	+$2.84M	1	0.57%	New
2311	NAM Needelman Asset Management Ladera Ranch, California	$2.15M	-$48.2K	2	6.9%	Reduced
2312	FWSM First Wilshire Securities Management Pasadena, California	$2.14M	-$254K	1	0.39%	Reduced
2313	PVWM Point View Wealth Management Summit, New Jersey	$2.13M	-$105K	3	1.8%	Reduced
2314	FHC First Heartland Consultants Lake St. Louis, Missouri	$2.12M	-$459K	4	0.93%	Reduced
2315	FTI Fiduciary Trust International Lincoln, Massachusetts	$2.12M	+$109K	2	0.62%	Increased
2316	CPO Cerity Partners OCIO New York	$2.09M	+$890K	3	0.28%	Increased
2317	CFA Capstone Financial Advisors Downers Grove, Illinois	$2.08M	-$21.5K	2	1.26%	Reduced
2318	RCM Rotella Capital Management Bellevue, Washington	$2.07M	-$2.2M	7	2.18%	Reduced
2319	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$2.07M	+$28.1K	3	1.27%	Increased
2320	RH Rayner & Haynor Mill Valley, California	$2.06M	-$25.1K	2	1.58%	Reduced
2321	VST Van Strum & Towne San Francisco, California	$2.05M	+$167K	3	1.34%	Increased
2322	TCM Tradewinds Capital Management Bellingham, Washington	$2.02M	-$65.7K	15	1.53%	Reduced
2323	WI Wedgewood Investors Erie, Pennsylvania	$2.01M	-$20.8K	3	2.08%	Reduced
2324	BCA Benchmark Capital Advisors New York	$2.01M	-$369K	2	1.39%	Reduced
2325	HCM Horrell Capital Management Little Rock, Arkansas	$2M	+$1.13M	8	0.96%	Increased