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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	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$179M	-$74.4M	5	4.26%	Reduced
427	Homestead Advisers Arlington, Virginia	$178M	-$30.2M	2	3.32%	Reduced
428	TPG Group Holdings (SBS) Advisors Fort Worth, Texas	$178M	-$101M	2	3.49%	Reduced
429	Advisors Asset Management Monument, Colorado	$177M	-$5.52M	50	3.22%	Reduced
430	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$176M	+$68K	7	13.01%	Increased
431	MICM Matthews International Capital Management San Francisco, California	$175M	-$7.88M	2	8.22%	Reduced
432	Clark Capital Management Group Philadelphia, Pennsylvania	$174M	-$17.5M	14	4.15%	Reduced
433	Fenimore Asset Management Cobleskill, New York	$174M	-$33.3M	4	6.31%	Reduced
434	SAM Shell Asset Management The Hague, Netherlands	$172M	-$1.56M	35	3.8%	Reduced
435	MUFG Securities EMEA London, United Kingdom	$172M	-$3.84M	20	2%	Reduced
436	Advisors Capital Management Ridgewood, New Jersey	$172M	+$2.97M	15	10.7%	Increased
437	Kennedy Capital Management St Louis, Missouri	$171M	+$8.45M	23	4.04%	Increased
438	River Road Asset Management Louisville, Kentucky	$171M	-$22.7M	4	3.81%	Reduced
439	Welch & Forbes Boston, Massachusetts	$171M	+$10.4M	11	4.28%	Increased
440	Riverbridge Partners Minneapolis, Minnesota	$170M	+$3.41M	7	3.31%	Increased
441	Letko, Brosseau & Associates Montreal, Quebec, Canada	$170M	-$42.4M	3	1.69%	Reduced
442	Advisor Group Phoenix, Arizona	$168M	+$14.2M	94	1.39%	Increased
443	RHJA Rice Hall James & Associates San Diego, California	$168M	+$16.8M	11	5.41%	Increased
444	Hardman Johnston Global Advisors Stamford, Connecticut	$168M	+$34.7M	4	7.38%	Increased
445	ORIO Old Republic International (ORI) Chicago, Illinois	$167M	$0	4	4.49%	Maintained
446	FCM Flinton Capital Management Philadelphia, Pennsylvania	$166M	+$5.28M	28	5.46%	Increased
447	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$166M	+$282K	24	2.52%	Increased
448	Truist Financial Charlotte, North Carolina	$165M	+$6.8M	24	2.95%	Increased
449	BCM Bares Capital Management Austin, Texas	$165M	-$18.8M	1	4.65%	Reduced
450	RG Renaissance Group Covington, Kentucky	$165M	-$6.03M	12	6.58%	Reduced