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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	BAG Briggs Advisory Group Lincoln, Rhode Island	$252K	$0	1	0.14%	Maintained
5002	NEPPG New England Professional Planning Group Westerly, Rhode Island	$251K	$0	1	0.16%	Maintained
5003	EW Element Wealth Ridgeland, Mississippi	$250K	+$2.03K	2	0.18%	Increased
5004	AWA Archvest Wealth Advisors Concord, California	$250K	+$258K	1	0.2%	New
5005	GWI Grace & White Inc Ny, New York	$250K	$0	1	0.05%	Maintained
5006	MA MAS Advisors Miami, Florida	$249K	+$8.67K	1	0.36%	Increased
5007	ACM Alethea Capital Management Mercer Island, Washington	$249K	-$54K	1	0.31%	Reduced
5008	SFWC Strategic Family Wealth Counselors Fairfield, New Jersey	$248K	-$212K	1	0.12%	Reduced
5009	ECAM East Coast Asset Management Essex, Massachusetts	$246K	$0	1	0.11%	Maintained
5010	WA Win Advisors Palm Beach Gardens, Florida	$244K	+$255K	1	0.12%	New
5011	EPAM Euro Pacific Asset Management Dorado, Puerto Rico	$242K	+$16.1K	1	0.06%	Increased
5012	MAM McCarthy Asset Management Redwood Shores, California	$242K	$0	1	0.18%	Maintained
5013	BWCS Beirne Wealth Consulting Services Shelton, Connecticut	$241K	$0	1	0.19%	Maintained
5014	QWM QP Wealth Management Eatontown, New Jersey	$241K	-$301K	1	0.42%	Reduced
5015	HAFS Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania	$240K	+$61.4K	1	0.17%	Increased
5016	GCIM Gunn & Company Investment Management Jacksonville, Florida	$239K	+$246K	1	0.21%	New
5017	MSCM McElhenny Sheffield Capital Management Dallas, Texas	$239K	+$1.73K	1	0.12%	Increased
5018	MM Meridian Management Little Rock, Arkansas	$239K	+$246K	1	0.08%	New
5019	KV Kickstand Ventures Pittsford, New York	$239K	+$246K	1	0.07%	New
5020	VFPW Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin	$238K	+$252K	1	0.09%	New
5021	TWM Tanager Wealth Management Goring On Thames, United Kingdom	$236K	+$13.9K	1	0.05%	Increased
5022	CL COWA LLC Tulsa, Oklahoma	$235K	+$245K	1	0.16%	New
5023	MF Meridian Financial Holliston, Massachusetts	$235K	+$70	1	0.22%	Increased
5024	SAS SMI Advisory Services Columbus, Indiana	$233K	+$216K	1	0.09%	New
5025	GFG GR Financial Group Tucson, Arizona	$232K	+$1.88K	1	0.07%	Increased