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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
3126	NQWM Northwest Quadrant Wealth Management Bend, Oregon	$676K	-$300K	1	0.45%	Reduced
3127	RWM RKL Wealth Management Lancaster, Pennsylvania	$675K	-$88.1K	2	0.15%	Reduced
3128	LC Lincoln Capital Lincoln, Nebraska	$673K	$0	2	0.36%	Maintained
3129	QVR San Francisco, California	$673K	-$216K	1	0.07%	Reduced
3130	BFG Barber Financial Group Lenexa, Kansas	$671K	-$16K	1	0.19%	Reduced
3131	MWP Moller Wealth Partners	$665K	$0	2	0.26%	Maintained
3132	PCFFS Pacific Center for Financial Services San Ramon, California	$649K	$0	8	0.38%	Maintained
3133	PM Parametrica Management Wanchai, Hong Kong	$647K	-$1.26M	2	3.07%	Reduced
3134	CI Capital Innovations Pewaukee, Wisconsin	$646K	$0	1	1.6%	Maintained
3135	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$646K	+$217K	2	0.39%	Increased
3136	TCB Texas Capital Bancshares Dallas, Texas	$644K	-$5.73K	2	1.4%	Reduced
3137	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$637K	+$45.5K	1	0.44%	Increased
3138	TC Toews Corporation Northfield, New Jersey	$635K	-$1.08M	2	0.15%	Reduced
3139	SFG StrategIQ Financial Group Merrillville, Indiana	$632K	+$425K	2	0.22%	Increased
3140	DII Domini Impact Investments New York	$631K	$0	2	10.88%	Maintained
3141	AIP Almanack Investment Partners Wayne, Pennsylvania	$627K	+$21.3K	4	0.28%	Increased
3142	KFA Kabarec Financial Advisors Palatine, Illinois	$624K	+$24.4K	2	0.48%	Increased
3143	MWA MFA Wealth Advisors Pittsburgh, Pennsylvania	$623K	+$13.9K	1	0.41%	Increased
3144	SLT St Louis Trust Saint Louis, Missouri	$621K	-$2.58M	2	0.21%	Reduced
3145	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$618K	-$1.11M	1	0.57%	Reduced
3146	SCI Stableford Capital II Scottsdale, Arizona	$618K	+$39.9K	1	0.4%	Increased
3147	HCM Harvest Capital Management Concord, New Hampshire	$617K	-$16.4K	1	0.21%	Reduced
3148	CC Claybrook Capital Wellesley, Massachusetts	$612K	+$119	6	0.38%	Increased
3149	GC Gilbert & Cook West Des Moines, Iowa	$610K	-$155K	2	0.21%	Reduced
3150	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$603K	+$42.2K	2	0.61%	Increased