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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	D.A. Davidson & Co Great Falls, Montana	$165M	-$1.75M	26	2.83%	Reduced
452	Burgundy Asset Management Toronto, Ontario, Canada	$165M	+$1.8M	2	1.69%	Increased
453	MC Martin Currie Edinburgh, United Kingdom	$165M	+$14M	5	11.54%	Increased
454	DIGDR Dynamo Internacional Gestao de Recursos Rio De Janeiro, Brazil	$163M	-$4.04M	1	24.2%	Reduced
455	Jefferies Group New York	$162M	+$25.2M	41	1.33%	Increased
456	SRC Shufro Rose & Co New York	$160M	-$495K	9	16.03%	Reduced
457	Marshall Wace London, United Kingdom	$159M	-$208M	32	1.49%	Reduced
458	Davenport & Co Richmond, Virginia	$158M	+$31.1M	18	1.98%	Increased
459	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$158M	-$11.9M	7	11.84%	Reduced
460	Fort Washington Investment Advisors Cincinnati, Ohio	$156M	-$747K	15	1.75%	Reduced
461	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$155M	+$14.2M	21	4.42%	Increased
462	SCA Southpoint Capital Advisors New York	$155M	-$24M	1	6.56%	Reduced
463	HM Payson & Co Portland, Maine	$155M	+$144M	6	5.91%	Increased
464	B BP London, United Kingdom	$154M	+$17.2M	22	5.99%	Increased
465	Ariel Investments Chicago, Illinois	$153M	+$9.72M	4	1.91%	Increased
466	Hamlin Capital Management New York	$153M	-$25.2M	3	6.83%	Reduced
467	HCM Hitchwood Capital Management New York	$153M	+$125M	3	2.2%	Increased
468	NC Northcape Capital Sydney, Australia	$153M	-$944K	2	31.2%	Reduced
469	Profund Advisors Bethesda, Maryland	$153M	+$25.4M	43	7.35%	Increased
470	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$153M	-$2.58M	28	1.46%	Reduced
471	Cornerstone Investment Partners Atlanta, Georgia	$151M	+$9.28M	5	6.72%	Increased
472	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$150M	-$7.09M	7	0.94%	Reduced
473	MUFG Americas New York	$149M	-$869K	26	4.28%	Reduced
474	Driehaus Capital Management Chicago, Illinois	$148M	-$2.28M	10	5.55%	Reduced
475	Daiwa Securities Group Tokyo, Japan	$147M	+$2.82M	26	1.28%	Increased