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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
2426	PFG Pacific Financial Group Bellevue, Washington	$1.31M	+$1.22M	1	2.07%	New
2427	Gradient Investments Arden Hills, Minnesota	$1.29M	-$1.88M	9	0.25%	Reduced
2428	SH Scepter Holdings Fort Worth, Texas	$1.29M	+$14.9K	2	0.33%	Increased
2429	CPM Chesapeake Partners Management Baltimore, Maryland	$1.29M	-$16.8M	1	0.04%	Reduced
2430	VNA VNBTrust National Association Charlottesville, Virginia	$1.29M	-$20.1K	4	0.64%	Reduced
2431	GA GFS Advisors Houston, Texas	$1.28M	+$207K	3	0.52%	Increased
2432	WKA Wilson Kemp & Associates Birmingham, Michigan	$1.28M	-$224K	3	4.6%	Reduced
2433	KFA Kelleher Financial Advisors New York	$1.27M	+$22.3K	5	0.66%	Increased
2434	AR Advisory Research Chicago, Illinois	$1.26M	-$1.09M	2	0.01%	Reduced
2435	KIG Kessler Investment Group Columbus, Indiana	$1.26M	-$27.2K	1	2.22%	Reduced
2436	QC QCM Cayman Houston, Texas	$1.26M	-$1.07M	5	0.6%	Reduced
2437	SWM Strategic Wealth Management Kirkland, Washington	$1.26M	-$129K	1	1.29%	Reduced
2438	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$1.25M	+$464K	3	0.3%	Increased
2439	EA Elm Advisors Burlingame, California	$1.25M	-$14.7K	2	1.16%	Reduced
2440	FHB First Hawaiian Bank Honolulu, Hawaii	$1.24M	-$37K	3	0.21%	Reduced
2441	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$1.24M	-$3.73K	1	1.15%	Reduced
2442	NBC Neuberger Berman Canada Toronto, Ontario, Canada	$1.24M	-$1.12M	3	0.32%	Reduced
2443	LGC Laurel Grove Capital Los Angeles, California	$1.24M	-$20.5K	2	0.68%	Reduced
2444	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$1.23M	-$10K	4	3.16%	Reduced
2445	MSTVIM Messner & Smith Theme Value Investment Management San Diego, California	$1.21M	-$8.74K	1	1.91%	Reduced
2446	IAS INR Advisory Services Media, Pennsylvania	$1.17M	$0	1	0.24%	Maintained
2447	TM Tikvah Management Charlotte, North Carolina	$1.16M	$0	1	0.82%	Maintained
2448	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$1.16M	$0	1	0.34%	Maintained
2449	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$1.16M	+$5.31K	11	0.99%	Increased
2450	CPO Cerity Partners OCIO New York	$1.16M	-$1.24K	3	0.16%	Reduced