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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
2926	B Bridgeworth Birmingham, Alabama	$320K	+$311K	1	0.18%	New
2927	MC Micawber Capital Seattle, Washington	$318K	+$349K	1	0.93%	New
2928	CI Capital Innovations Pewaukee, Wisconsin	$313K	+$304K	1	1.75%	New
2929	FFW Fusion Family Wealth Woodbury, New York	$313K	+$308K	9	0.18%	New
2930	EWM Evermay Wealth Management Arlington, Virginia	$309K	+$179	1	0.15%	Increased
2931	TAM Trust Asset Management Houston, Texas	$308K	$0	1	0.15%	Maintained
2932	AF Aldebaran Financial	$307K	-$15K	1	0.24%	Reduced
2933	RCA Rex Capital Advisors Providence, Rhode Island	$307K	$0	1	0.29%	Maintained
2934	JWM Janiczek Wealth Management Denver, Colorado	$299K	+$306K	2	0.13%	New
2935	RR Robotti Robert	$292K	$0	1	0.09%	Maintained
2936	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$291K	-$595K	2	0.18%	Reduced
2937	BI Boulegeris Investments Sandy Springs, Georgia	$287K	-$12.8K	1	0.17%	Reduced
2938	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$286K	-$13.4K	4	0.13%	Reduced
2939	CAM CMT Asset Management Chicago, Illinois	$284K	-$177K	1	0.01%	Reduced
2940	TCM Trent Capital Management Greensboro, North Carolina	$280K	+$288K	2	0.31%	New
2941	NA Nottingham Advisors Amherst, New York	$279K	$0	1	0.05%	Maintained
2942	ESBC E.S. Barr & Co Lexington, Kentucky	$277K	-$8.66K	1	0.03%	Reduced
2943	DII Domini Impact Investments New York	$275K	+$269K	1	9.57%	New
2944	LBG Lloyds Banking Group London, United Kingdom	$273K	-$9.42K	2	2.37%	Reduced
2945	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$272K	$0	1	0%	Maintained
2946	RFG Advisory Birmingham, Alabama	$272K	$0	1	0.26%	Maintained
2947	BWP BSW Wealth Partners Boulder, Colorado	$269K	+$256K	1	0.14%	Increased
2948	JC Jentner Corp Akron, Ohio	$269K	+$277K	1	0.27%	New
2949	RPAM Rhenman & Partners Asset Management Stockholm, Sweden	$269K	+$84.4K	1	0.05%	Increased
2950	BHTS Bar Harbor Trust Services Ellsworth, Maine	$268K	$0	1	0.14%	Maintained