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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
2376	FBFS First Business Financial Services Madison, Wisconsin	$204K	+$205K	1	0.11%	New
2377	KL Kinsight LLC Birmingham, Alabama	$202K	+$197K	1	0.12%	New
2378	CS Comerica Securities Detroit, Michigan	$201K	+$196K	1	0.23%	New
2379	UMA USA Mutuals Advisors Dallas, Texas	$183K	$0	1	0.12%	Maintained
2380	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$180K	+$43.9K	4	0.11%	Increased
2381	MIM Merit Investment Management Wilmington, Delaware	$167K	$0	1	0.2%	Maintained
2382	WP Westend Partners San Francisco, California	$163K	+$156K	3	0.19%	New
2383	FMP Financial Management Professionals Austin, Texas	$147K	+$22.5K	7	0.09%	Increased
2384	TFMS Trust & Fiduciary Management Services Boston, Massachusetts	$144K	-$6.85K	3	0.11%	Reduced
2385	TIM Tortoise Investment Management White Plains, New York	$121K	$0	3	0.07%	Maintained
2386	New York Life Investment Management New York	$114K	$0	1	0.04%	Maintained
2387	Carlyle Group Washington, District of Columbia	$108K	$0	1	0%	Maintained
2388	MAS Madden Advisory Services Jacksonville, Florida	$108K	+$63.3K	2	0.09%	Increased
2389	VCM Vigilant Capital Management Portland, Maine	$107K	+$12.4K	4	0.03%	Increased
2390	CCM Cutler Capital Management Worcester, Massachusetts	$102K	+$104K	1	0.04%	New
2391	RBF Capital San Francisco, California	$102K	$0	1	0.03%	Maintained
2392	MWAM Mariner Wealth Advisors (Madison) Overland Park, Kansas	$98K	+$69.7K	3	0.04%	Increased
2393	HF Hoxton Financial Shepherdstown, West Virginia	$84K	-$358K	3	0.08%	Reduced
2394	LWA Lenox Wealth Advisors New York	$82K	-$7.99K	7	0.08%	Reduced
2395	NHFG New Harbor Financial Group Worcester, Massachusetts	$75K	+$23K	3	0.09%	Increased
2396	CAS CTC Alternative Strategies Chicago, Illinois	$65.1K	-$2.02M	1	0.1%	Reduced
2397	AA Alta Advisers London, United Kingdom	$56K	-$30K	2	0.02%	Reduced
2398	SMA Simply Money Advisors Cincinnati, Ohio	$55K	-$103K	3	0.01%	Reduced
2399	WFI West Family Investments Carlsbad, California	$43K	$0	1	0.01%	Maintained
2400	Financial Engines Advisors Santa Clara, California	$42K	-$955	1	0.04%	Reduced