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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
2951	MAS Managed Account Services Coconut Grove, Florida	$347K	$0	1	0.25%	Maintained
2952	BMCM Bryn Mawr Capital Management Philadelphia, Pennsylvania	$344K	-$438K	1	0.39%	Reduced
2953	RR Robotti Robert	$344K	$0	1	0.1%	Maintained
2954	CCM CWH Capital Management Spokane, Washington	$332K	$0	1	0.17%	Maintained
2955	RWM Raffa Wealth Management Washington, District of Columbia	$327K	+$11.3K	13	0.14%	Increased
2956	ESBC E.S. Barr & Co Lexington, Kentucky	$323K	$0	1	0.04%	Maintained
2957	ZF Zhang Financial Portage, Michigan	$322K	$0	1	0.17%	Maintained
2958	DPA Delphi Private Advisors San Diego, California	$319K	+$36.7K	6	0.64%	Increased
2959	CO Caldwell & Orkin Norcross, Georgia	$317K	-$3.39M	1	0.39%	Reduced
2960	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$317K	$0	1	0%	Maintained
2961	BHTS Bar Harbor Trust Services Ellsworth, Maine	$312K	$0	1	0.16%	Maintained
2962	GA Gateway Advisory Westfield, New Jersey	$305K	+$268K	1	0.09%	New
2963	WCM Wallace Capital Management Dallas, Texas	$305K	$0	2	0.05%	Maintained
2964	B Bridgeworth Birmingham, Alabama	$303K	-$41.6K	1	0.16%	Reduced
2965	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$302K	+$1.82K	1	0.06%	Increased
2966	QFA Quattro Financial Advisors The Woodlands, Texas	$301K	$0	1	0.12%	Maintained
2967	SHJ Sharkey, Howes & Javer Denver, Colorado	$299K	-$1K	5	0.17%	Reduced
2968	AWW Alan W. Weber	$296K	$0	1	0.16%	Maintained
2969	RPAM Rhenman & Partners Asset Management Stockholm, Sweden	$296K	$0	1	0.04%	Maintained
2970	AF Aldebaran Financial	$294K	+$7.8K	1	0.21%	Increased
2971	BW Biegel & Waller Columbia, Maryland	$287K	$0	1	0.18%	Maintained
2972	MGIA Matthew Goff Investment Advisor Houston, Texas	$287K	-$7.62K	1	0.26%	Reduced
2973	CCM Colorado Capital Management Boulder, Colorado	$286K	+$4.18K	1	0.23%	Increased
2974	TAM Trust Asset Management Houston, Texas	$286K	$0	1	0.1%	Maintained
2975	PS Portfolio Solutions Royal Oak, Michigan	$285K	-$13.4K	6	0.04%	Reduced