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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
3151	BWA Burt Wealth Advisors North Bethesda, Maryland	$811K	+$98	6	0.33%	Increased
3152	PBT Pictet Bank & Trust Nassau, Bahamas	$810K	-$176K	1	0.36%	Reduced
3153	LI Leap Investments Chicago, Illinois	$804K	-$1.04M	5	0.4%	Reduced
3154	NIM Nicollet Investment Management Minneapolis, Minnesota	$803K	+$741	2	0.51%	Increased
3155	NAS Nicolet Advisory Services Green Bay, Wisconsin	$801K	+$19.4K	2	0.12%	Increased
3156	DLG Daniel L. Goodwin	$800K	$0	2	0.36%	Maintained
3157	SHJ Sharkey, Howes & Javer Denver, Colorado	$800K	-$198K	1	0.34%	Reduced
3158	CI Capital Innovations Pewaukee, Wisconsin	$798K	-$51.7K	1	2.45%	Reduced
3159	OMIC Old Mission Investment Co Traverse City, Michigan	$796K	+$759K	1	0.76%	New
3160	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$793K	-$1.23K	43	0.97%	Reduced
3161	RWM Raffa Wealth Management Washington, District of Columbia	$792K	+$793K	25	0.28%	Increased
3162	ACM Arlington Capital Management Arlington Heights, Illinois	$789K	+$790K	1	0.48%	New
3163	WGA Weather Gauge Advisory Williamsburg, Virginia	$789K	+$197	1	0.74%	Increased
3164	LC Landaas & Company Milwaukee, Wisconsin	$784K	-$24.6K	2	0.57%	Reduced
3165	FAM Formidable Asset Management Cincinnati, Ohio	$783K	-$7.78M	3	0.72%	Reduced
3166	HPC Hobart Private Capital Charlotte, North Carolina	$779K	+$107K	2	0.53%	Increased
3167	Truepoint Inc Cincinnati, Ohio	$777K	-$208K	1	0.07%	Reduced
3168	CAM Costello Asset Management Feasterville, Pennsylvania	$775K	$0	1	0.93%	Maintained
3169	NFGCM Norman Fields Gottscho Capital Management New York	$775K	$0	2	0.39%	Maintained
3170	RVPG Relative Value Partners Group	$773K	$0	1	0.08%	Maintained
3171	DII Domini Impact Investments New York	$770K	-$112K	2	11.95%	Reduced
3172	GAG GM Advisory Group Melville, New York	$768K	+$56.8K	2	0.24%	Increased
3173	QCIG Quad-Cities Investment Group Davenport, Iowa	$766K	+$4.66K	13	0.65%	Increased
3174	PCFFS Pacific Center for Financial Services San Ramon, California	$765K	-$21.7K	12	0.37%	Reduced
3175	WAG Winthrop Advisory Group Boston, Massachusetts	$758K	+$199K	2	0.3%	Increased