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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
3176	OFW Omnia Family Wealth Aventura, Florida	$826K	-$453K	1	0.42%	Reduced
3177	BWA Burt Wealth Advisors North Bethesda, Maryland	$825K	-$7.93K	6	0.36%	Reduced
3178	Valmark Advisers Akron, Ohio	$824K	+$2.03K	3	0.02%	Increased
3179	PO Private Ocean San Rafael, California	$823K	-$47.6K	13	0.22%	Reduced
3180	FAM Flaharty Asset Management Clearwater, Florida	$822K	-$578K	2	0.32%	Reduced
3181	DC Diametric Capital Boston, Massachusetts	$820K	-$2.21M	3	0.52%	Reduced
3182	JMH J.M. Hartwell New York	$820K	-$4.37M	2	0.15%	Reduced
3183	PCM Poehling Capital Management Madison, Wisconsin	$816K	-$60.5K	2	0.55%	Reduced
3184	ACM AUA Capital Management Camp Hill, Pennsylvania	$815K	$0	7	0.65%	Maintained
3185	BFWA Benchmark Financial Wealth Advisors Boca Raton, Florida	$813K	+$96.8K	2	0.79%	Increased
3186	CAM Costello Asset Management Feasterville, Pennsylvania	$803K	$0	1	0.91%	Maintained
3187	WDL Well Done LLC Holland, Michigan	$803K	-$737K	2	0.19%	Reduced
3188	NIM Nicollet Investment Management Minneapolis, Minnesota	$801K	-$42.6K	2	0.5%	Reduced
3189	PIA Pinion Investment Advisors Wichita, Kansas	$801K	-$341K	2	1.72%	Reduced
3190	CCG Chatham Capital Group Savannah, Georgia	$798K	$0	1	0.2%	Maintained
3191	LC Landaas & Company Milwaukee, Wisconsin	$798K	$0	2	0.57%	Maintained
3192	OMC Overbrook Management Corp New York	$794K	+$744	1	0.16%	Increased
3193	WPSG Wealth & Pension Services Group Atlanta, Georgia	$788K	-$232K	2	0.57%	Reduced
3194	NCM Next Capital Management New York	$787K	+$431K	32	0.53%	Increased
3195	JLBC J.L. Bainbridge & Co Sarasota, Florida	$786K	-$67.1K	2	0.12%	Reduced
3196	Wealthspire Advisors (New York) New York	$783K	+$490K	2	0.07%	Increased
3197	DWM Dorchester Wealth Management Montreal, Quebec, Canada	$778K	-$405K	2	0.23%	Reduced
3198	QCIG Quad-Cities Investment Group Davenport, Iowa	$774K	-$56.5K	13	0.68%	Reduced
3199	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$773K	-$765K	38	1%	Reduced
3200	IGGA Iron Gate Global Advisors Nsl, Utah	$770K	-$1.49M	2	0.51%	Reduced