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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	O'Shaughnessy Asset Management Stamford, Connecticut	$107M	-$306K	15	2.22%	Reduced
452	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$106M	-$1.66M	9	6.04%	Reduced
453	Scout Investments Kansas City, Missouri	$106M	-$60.6M	11	2.47%	Reduced
454	Edgewood Management Greenwich, Connecticut	$106M	-$375K	2	0.89%	Reduced
455	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$105M	+$35.9M	7	5.8%	Increased
456	ST Spinnaker Trust Portland, Maine	$105M	-$574K	5	16.06%	Reduced
457	Mitsubishi UFJ Asset Management Tokyo, Japan	$104M	-$18.2M	20	3.28%	Reduced
458	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$104M	+$11M	4	12.64%	Increased
459	Eventide Asset Management Boston, Massachusetts	$103M	+$13.3M	4	5.99%	Increased
460	OAM Origin Asset Management London, United Kingdom	$103M	-$31.6M	7	8.51%	Reduced
461	SRC Shufro Rose & Co New York	$102M	+$2.95M	9	12.29%	Increased
462	ARTA A.R.T. Advisors New York	$102M	+$41.9M	44	3.78%	Increased
463	Bowen Hanes & Co Ponte Vedra Beach, Florida	$102M	-$6.63M	5	5.87%	Reduced
464	MAM Marketfield Asset Management New York	$101M	+$10.2M	3	4.03%	Increased
465	ACR Alpine Capital Research St. Louis, Missouri	$101M	+$18.7M	1	11.02%	Increased
466	AEGON Asset Management (UK) Edinburgh, United Kingdom	$100M	-$3.28M	9	3.03%	Reduced
467	Welch & Forbes Boston, Massachusetts	$100M	-$5.83M	13	3.35%	Reduced
468	Alyeska Investment Group Chicago, Illinois	$100M	+$34.1M	6	1.18%	Increased
469	Ruffer LLP London, United Kingdom	$99.6M	+$16.3M	1	4.26%	Increased
470	PEAK6 Group Chicago, Illinois	$99.2M	-$16.9M	37	0.52%	Reduced
471	Jane Street New York	$99.1M	-$24.1M	32	0.62%	Reduced
472	DCM Dupont Capital Management Wilmington, Delaware	$98.7M	+$2.67M	17	2.5%	Increased
473	NA Navellier & Associates Reno, Nevada	$98.4M	-$5.31M	18	9.91%	Reduced
474	CC Coastland Capital Palo Alto, California	$98M	+$30.4M	5	2.89%	Increased
475	Evercore Wealth Management New York	$97.9M	+$10.3M	20	4.67%	Increased