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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
7051	CCM Cutler Capital Management Worcester, Massachusetts	$220K	+$2.44K	1	0.06%	Increased
7052	SIM Sterling Investment Management Tucson, Arizona	$220K	-$119K	1	0.12%	Reduced
7053	RWA Reicon Wealth Advisors Atlanta, Georgia	$219K	+$226K	1	0.14%	New
7054	SCM SummitPoint Capital Management Littleton, Colorado	$219K	+$225K	1	0.24%	New
7055	PRAG Portfolio Resources Advisor Group Coral Gables, Florida	$217K	+$208K	1	0.18%	Increased
7056	GFM GEN Financial Management Plymouth, Minnesota	$217K	-$216K	1	0.13%	Reduced
7057	AIA Acute Investment Advisory Mesa, Arizona	$217K	+$152K	1	2.29%	New
7058	MCCM Morgan Creek Capital Management Chapel Hill, North Carolina	$216K	+$184K	1	0.15%	New
7059	LKBC L.K. Benson & Company Baltimore, Maryland	$216K	+$222K	1	0.07%	New
7060	EMCIP Ewing Morris & Co Investment Partners Toronto, Ontario, Canada	$214K	+$151K	1	0.11%	New
7061	UOP University of Pittsburgh Pittsburgh, Pennsylvania	$214K	+$139K	1	0.3%	New
7062	AIA Arcadia Investment Advisors Eagle, Idaho	$212K	$0	2	0.09%	Maintained
7063	MWA Mills Wealth Advisors Southlake, Texas	$212K	+$218K	1	0.07%	New
7064	FWM FLP Wealth Management Bentonville, Arkansas	$212K	+$218K	1	0.38%	New
7065	HWA HighRoad Wealth Advisors Coos Bay, Oregon	$212K	-$37.4K	1	0.18%	Reduced
7066	MWM McMill Wealth Management Norfolk, Nebraska	$211K	+$217K	1	0.05%	New
7067	LCP Larch Capital Partners Miami, Florida	$210K	+$216K	1	0.03%	New
7068	VAG Vannoy Advisory Group Austin, Texas	$210K	+$136K	1	0.12%	New
7069	IFA Independence Financial Advisors Franklin, New Hampshire	$209K	-$481K	1	0.05%	Reduced
7070	TCM TT Capital Management Coto De Caza, California	$209K	+$152K	1	0.16%	New
7071	TBC Tweedy, Browne Co Stamford, Connecticut	$209K	+$152K	1	0.02%	New
7072	NDWM New Dimensions Wealth Management Allen, Texas	$209K	+$222K	1	0.16%	New
7073	FAI Fiduciary Advisors Inc St. Louis, Missouri	$209K	+$29.3K	3	0.14%	Increased
7074	KWIA Kinetic Wealth Investment Advisors Westlake, Ohio	$209K	+$222K	1	0.1%	New
7075	BCWM Ball & Co Wealth Management Franklin, Tennessee	$208K	+$214K	1	0.15%	New