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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
426	TP Tesuji Partners Fort Lee, New Jersey	$104M	+$109M	1	10.04%	New
427	OI Oakbrook Investments Lisle, Illinois	$104M	+$104M	16	3%	New
428	SM Seminole Management New York	$103M	+$94.1M	4	5.86%	New
429	Weiss Multi-Strategy Advisers New York	$103M	+$95.4M	21	3.02%	New
430	SRC Shufro Rose & Co New York	$103M	+$103M	8	12.22%	New
431	PHAM Pacific Heights Asset Management San Francisco, California	$102M	+$105M	2	2.49%	New
432	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$102M	+$101M	19	2.87%	New
433	Meag Munich Ergo Munich, Germany	$102M	+$92.9M	10	7.65%	New
434	CP Coho Partners Berwyn, Pennsylvania	$101M	+$100M	3	10.09%	New
435	CIM Contrarius Investment Management St. Helier, Jersey	$101M	+$98.9M	2	11.06%	New
436	AP Alydar Partners Boston, Massachusetts	$101M	+$91.8M	6	5.42%	New
437	Haverford Trust Company Radnor, Pennsylvania	$101M	+$103M	4	3.31%	New
438	RIG Roosevelt Investment Group New York	$100M	+$95.2M	4	4.5%	New
439	SCM Sandler Capital Management New York	$100M	+$98.2M	5	3.76%	New
440	OAM Origin Asset Management London, United Kingdom	$100M	+$102M	4	8.72%	New
441	AC Axon Capital New York	$99.9M	+$104M	1	7.02%	New
442	Welch & Forbes Boston, Massachusetts	$99.8M	+$101M	9	3.57%	New
443	KG Killen Group Berwyn, Pennsylvania	$99.6M	+$98.9M	7	7.1%	New
444	Axiom Investors Greenwich, Connecticut	$99.5M	+$96.6M	4	3.61%	New
445	Wedge Capital Management Charlotte, North Carolina	$99.4M	+$100M	6	1.2%	New
446	ACP Ashfield Capital Partners San Francisco, California	$99.3M	+$100M	8	5.35%	New
447	HCM Highfields Capital Management Boston, Massachusetts	$99.3M	+$104M	1	0.82%	New
448	City National Bank Beverly Hills, Delaware	$99.2M	+$100M	11	1.85%	New
449	FC Fiera Capital New York	$98.9M	+$99.1M	3	7.06%	New
450	Mutual of America Capital Management New York	$98.8M	+$97.6M	32	2.92%	New