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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	TU TDAM USA Toronto, Ontario, Canada	$111M	+$26.8M	10	5.4%	Increased
452	Welch & Forbes Boston, Massachusetts	$111M	+$3.17M	9	3.55%	Increased
453	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$111M	+$3.11M	4	12.76%	Increased
454	Luther King Capital Management (LKCM) Fort Worth, Texas	$110M	-$13M	11	1.03%	Reduced
455	Becker Capital Management Portland, Oregon	$110M	-$8.49M	4	4.82%	Reduced
456	Snyder Capital Management San Francisco, California	$110M	-$23.2M	5	7.55%	Reduced
457	ST Spinnaker Trust Portland, Maine	$109M	-$2.21M	5	15.62%	Reduced
458	SC SRB Corp Boston, Massachusetts	$109M	-$13.8M	7	17.73%	Reduced
459	Edgewood Management Greenwich, Connecticut	$109M	-$3.05M	2	0.81%	Reduced
460	SCA Southpoint Capital Advisors New York	$109M	+$39M	1	5.06%	Increased
461	Fuller & Thaler Asset Management San Mateo, California	$109M	+$20.4M	19	2.33%	Increased
462	Nomura Holdings Tokyo, Japan	$108M	+$11.9M	40	0.3%	Increased
463	Bowen Hanes & Co Ponte Vedra Beach, Florida	$107M	-$1.37M	6	6%	Reduced
464	Cooke & Bieler Philadelphia, Pennsylvania	$107M	-$70.1M	5	2.36%	Reduced
465	DCM Dupont Capital Management Wilmington, Delaware	$107M	+$181K	18	2.58%	Increased
466	William Blair & Company Chicago, Illinois	$107M	-$45.9M	22	1%	Reduced
467	Numeric Investors Boston, Massachusetts	$106M	-$3.73M	23	1.14%	Reduced
468	SW SVB Wealth Boston, Massachusetts	$105M	-$12.5M	16	4.16%	Reduced
469	Carmignac Gestion Paris, France	$105M	+$104M	1	1.16%	New
470	OAM Oxford Asset Management Oxford, United Kingdom	$105M	+$12.6M	28	2.47%	Increased
471	TAL TIG Advisors LLC New York	$104M	+$79M	1	4.67%	Increased
472	SH Svenska Handelsbanken Stockholm, Sweden	$104M	+$102M	2	10.48%	New
473	OAM Origin Asset Management London, United Kingdom	$104M	-$4.25M	7	8.39%	Reduced
474	Commerce Bank Kansas City, Missouri	$104M	-$16.5M	21	1.73%	Reduced
475	Evercore Wealth Management New York	$104M	+$3.66M	18	4.81%	Increased