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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
5001	HWM Horizons Wealth Management Asheville, North Carolina	$231K	+$102K	7	0.16%	Increased
5002	HWM Howard Wealth Management Madison, Connecticut	$230K	$0	1	0.2%	Maintained
5003	AFA Alpha Financial Advisors Charlotte, North Carolina	$229K	$0	1	0.14%	Maintained
5004	ARIS Advanced Research Investment Solutions Los Angeles, California	$228K	+$179K	1	0.13%	New
5005	SFA Seneca Financial Advisors Rochester, New York	$228K	+$179K	1	0.15%	New
5006	RI Rinkey Investments San Diego, California	$228K	+$202K	1	0.1%	New
5007	RK Rather & Kittrell Knoxville, Tennessee	$225K	+$176K	1	0.09%	New
5008	SCP Silverleafe Capital Partners Germantown, Tennessee	$224K	$0	1	0.14%	Maintained
5009	FCC Flower City Capital Pittsford, New York	$223K	+$175K	1	0.26%	New
5010	BWA Burt Wealth Advisors North Bethesda, Maryland	$223K	$0	1	0.07%	Maintained
5011	GSAM Grant Street Asset Management Canonsburg, Pennsylvania	$223K	+$193K	1	0.08%	New
5012	VPP Vertex Planning Partners Downers Grove, Illinois	$223K	+$213K	1	0.08%	New
5013	SCA Summit Creek Advisors Minneapolis, Minnesota	$223K	+$475	1	0.03%	Increased
5014	AWM AAF Wealth Management Westborough, Massachusetts	$222K	+$214K	1	0.14%	New
5015	LJCM Lee Johnson Capital Management Fort Worth, Texas	$221K	-$6.89M	1	0.21%	Reduced
5016	CWM Cadence Wealth Management Westborough, Massachusetts	$221K	-$94.7K	1	0.21%	Reduced
5017	MF Meridian Financial Holliston, Massachusetts	$221K	+$785	1	0.2%	Increased
5018	FC Financial Consulate Hunt Valley, Maryland	$218K	-$1.38M	1	0.09%	Reduced
5019	TPW TL Private Wealth Southlake, Texas	$218K	-$272K	1	0.12%	Reduced
5020	BI Bramshill Investments Naples, Florida	$217K	-$36.5K	1	0.02%	Reduced
5021	AC Anson Capital Tyrone, Georgia	$217K	+$210K	1	0.4%	New
5022	BWM Brickley Wealth Management San Mateo, California	$216K	+$170K	1	0.05%	New
5023	TWM Tanager Wealth Management Goring On Thames, United Kingdom	$216K	+$170K	1	0.05%	New
5024	WF Whelan Financial Fresno, California	$215K	+$168K	1	0.11%	New
5025	SWM SFG Wealth Management Towson, Maryland	$214K	+$201K	1	0.18%	New