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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
451	ZDA Zweig-DiMenna Associates New York	$128M	+$68.8M	12	7.05%	Increased
452	CC Clearline Capital New York	$128M	+$39.7M	7	17.74%	Increased
453	Conning Inc Hartford, Connecticut	$127M	+$14.9M	16	5.22%	Increased
454	NA Navellier & Associates Reno, Nevada	$127M	+$2.8M	20	11.15%	Increased
455	Commerce Bank Kansas City, Missouri	$127M	+$4.93M	20	1.99%	Increased
456	VAM Visium Asset Management New York	$126M	+$16.3M	27	1.78%	Increased
457	Commonwealth Equity Services Waltham, Massachusetts	$125M	+$6.33M	33	1.24%	Increased
458	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$125M	-$39.5M	14	3.19%	Reduced
459	RC RGM Capital Naples, Florida	$125M	+$12.5M	2	17.64%	Increased
460	Granahan Investment Management Waltham, Massachusetts	$124M	+$6.04M	8	3.52%	Increased
461	HA Heartland Advisors Milwaukee, Wisconsin	$124M	-$38.8M	9	3.47%	Reduced
462	CIBC Asset Management Toronto, Ontario, Canada	$124M	+$4.02M	26	0.86%	Increased
463	Meyer Handelman Company Rye Brook, New York	$124M	+$1.05M	8	5.66%	Increased
464	Mutual of America Capital Management New York	$123M	-$11.9M	38	2.7%	Reduced
465	RNC Capital Management Los Angeles, California	$123M	-$58.2K	5	10.48%	Reduced
466	O'Shaughnessy Asset Management Stamford, Connecticut	$121M	+$2.61M	22	2.44%	Increased
467	GA Glenhill Advisors New York	$119M	-$17.7M	3	8.42%	Reduced
468	Utah Retirement Systems Salt Lake City, Utah	$119M	-$1.9M	24	3.17%	Reduced
469	ArrowMark Colorado Holdings Denver, Colorado	$119M	+$10.9M	5	2.9%	Increased
470	Marshall Wace London, United Kingdom	$118M	-$138M	17	1.54%	Reduced
471	CCM Criterion Capital Management San Francisco, California	$118M	+$6.03M	3	4.49%	Increased
472	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$118M	-$11.2M	9	6.07%	Reduced
473	Bowen Hanes & Co Ponte Vedra Beach, Florida	$118M	+$2.61M	5	5.86%	Increased
474	AEGON Asset Management (UK) Edinburgh, United Kingdom	$118M	-$1.54M	9	3.26%	Reduced
475	CCP Clough Capital Partners Boston, Massachusetts	$117M	-$17.1M	7	4.46%	Reduced