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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
4751	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$560K	-$96K	7	0.23%	Reduced
4752	SW SMART Wealth Omaha, Nebraska	$559K	+$201K	2	0.42%	Increased
4753	PVAMC PPS&V Asset Management Consultants Portage, Michigan	$549K	-$21.2K	1	0.44%	Reduced
4754	MAM Marotta Asset Management Charlottesville, Virginia	$546K	+$522K	1	0.12%	New
4755	WLIM White Lighthouse Investment Management Bedford, Massachusetts	$546K	+$248K	2	0.13%	Increased
4756	DA DCM Advisors New York	$543K	+$171K	1	0.23%	Increased
4757	FPW Flagship Private Wealth Woburn, Massachusetts	$543K	$0	1	0.45%	Maintained
4758	LFA Landmark Financial Advisors Bowling Green, Kentucky	$541K	-$54.8K	1	0.22%	Reduced
4759	KHC Koesten Hirschmann & Crabtree Overland Park, Kansas	$540K	-$302K	3	0.41%	Reduced
4760	MWP Madison Wealth Partners Madison, Wisconsin	$538K	+$234K	2	0.25%	Increased
4761	SAM Satovsky Asset Management New York	$536K	+$178K	2	0.18%	Increased
4762	GWM Gitterman Wealth Management Edison, New Jersey	$532K	-$46.4K	2	0.25%	Reduced
4763	QWM QP Wealth Management Eatontown, New Jersey	$532K	+$454K	2	0.84%	New
4764	RA Riversedge Advisors Wilmington, Delaware	$531K	$0	1	0.15%	Maintained
4765	AFG Affinia Financial Group Burlington, Massachusetts	$530K	-$5.93K	1	0.37%	Reduced
4766	CI Cordant Inc Portland, Oregon	$529K	$0	3	0.34%	Maintained
4767	CWA Centennial Wealth Advisory Traverse City, Michigan	$528K	-$246K	1	0.28%	Reduced
4768	RR Robotti Robert	$527K	$0	1	0.09%	Maintained
4769	PWM Pacific Wealth Management San Diego, California	$525K	-$47.7K	2	0.34%	Reduced
4770	TCM Towercrest Capital Management Newtown, Pennsylvania	$522K	+$126K	1	0.1%	Increased
4771	ACA Aspire Capital Advisors Seattle, Washington	$518K	-$158K	1	0.25%	Reduced
4772	SWM Shakespeare Wealth Management Pewaukee, Wisconsin	$518K	+$118K	1	0.18%	Increased
4773	AWM Activest Wealth Management Aventure, Florida	$517K	-$586K	14	0.36%	Reduced
4774	DWP Destiny Wealth Partners Tavares, Florida	$516K	+$6.31K	1	0.1%	Increased
4775	TC Tacita Capital Toronto, Ontario, Canada	$515K	+$8.99K	7	0.38%	Increased