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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
5051	SRWM Shira Ridge Wealth Management Larkspur, California	$218K	+$30.9K	1	0.14%	Increased
5052	ASI Advisory Services & Investments Bend, Oregon	$217K	$0	1	0.19%	Maintained
5053	WCM Weik Capital Management Wyomissing, Pennsylvania	$217K	+$224K	1	0.11%	New
5054	PCI Planning Center Inc Moline, Illinois	$217K	$0	1	0.06%	Maintained
5055	BWM Brickley Wealth Management San Mateo, California	$217K	-$5.82K	1	0.06%	Reduced
5056	AL ADE LLC Baltimore, Maryland	$216K	-$214K	1	0.16%	Reduced
5057	GCM Glaxis Capital Management Sarasota, Florida	$215K	-$5.3M	2	1.37%	Reduced
5058	BAM Brilliance Asset Management Admiralty, Hong Kong, Hong Kong	$215K	+$227K	1	0.05%	New
5059	AA AF Advisors Sacramento, California	$214K	$0	1	0.07%	Maintained
5060	GSAM Grant Street Asset Management Canonsburg, Pennsylvania	$213K	-$287	1	0.09%	Reduced
5061	SCM Stonehearth Capital Management Danvers, Massachusetts	$213K	-$80.2K	1	0.12%	Reduced
5062	RI Rinkey Investments San Diego, California	$213K	$0	1	0.1%	Maintained
5063	BWM Brown Wealth Management Naperville, Illinois	$212K	-$64.1K	1	0.1%	Reduced
5064	MSWMA Market Street Wealth Management Advisors Indianapolis, Indiana	$211K	+$218K	1	0.05%	New
5065	LODC Lanham O'Dell & Company Hurricane, West Virginia	$211K	+$217K	1	0.17%	New
5066	AC Avant Capital Lafayette, Louisiana	$211K	+$1.79K	1	0.24%	Increased
5067	MIM Montgomery Investment Management Rockville, Maryland	$209K	-$53.8K	1	0.07%	Reduced
5068	BWA Burt Wealth Advisors North Bethesda, Maryland	$209K	$0	1	0.06%	Maintained
5069	EWG Executive Wealth Group Kirkland, Washington	$208K	+$203K	1	0.15%	New
5070	RIM Rockbridge Investment Management Syracuse, New York	$207K	-$2.24K	1	0.04%	Reduced
5071	AAM Austin Asset Management Austin, Texas	$207K	+$213K	1	0.06%	New
5072	FWM FSA Wealth Management Needham, Massachusetts	$205K	-$191K	1	0.11%	Reduced
5073	Private Management Group Irvine, California	$205K	$0	1	0.01%	Maintained
5074	CPWM Cypress Point Wealth Management Dallas, Texas	$204K	+$210K	1	0.18%	New
5075	AFO Arrowroot Family Office Marina Del Rey, California	$204K	+$200K	1	0.16%	New