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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	Fort Washington Investment Advisors Cincinnati, Ohio	$160M	+$10.8M	13	1.77%	Increased
452	Profund Advisors Bethesda, Maryland	$159M	+$13.1M	51	8.06%	Increased
453	South Dakota Investment Council Sioux Falls, South Dakota	$159M	-$7.5M	17	3.11%	Reduced
454	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$159M	+$11M	6	9.66%	Increased
455	SFM Systematic Financial Management Teaneck, New Jersey	$158M	-$15.6M	28	7.09%	Reduced
456	Weiss Multi-Strategy Advisers New York	$158M	+$84.8M	23	3.2%	Increased
457	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$157M	-$150M	10	4.33%	Reduced
458	Beutel, Goodman & Co Toronto, Ontario, Canada	$156M	-$18.7M	1	1.09%	Reduced
459	Zevenbergen Capital Investments Edmonds, Washington	$156M	-$2.68M	2	5.96%	Reduced
460	Welch & Forbes Boston, Massachusetts	$154M	-$5.39M	12	3.67%	Reduced
461	Kennedy Capital Management St Louis, Missouri	$152M	-$8.12M	25	3.78%	Reduced
462	NIMC NWQ Investment Management Company Los Angeles, California	$152M	-$42.2M	8	3.67%	Reduced
463	OAM Oxford Asset Management Oxford, United Kingdom	$151M	+$30.8M	43	3.62%	Increased
464	USAA United Services Automobile Association San Antonio, Texas	$150M	-$1.89B	19	1.88%	Reduced
465	NA Neuburgh Advisers Los Angeles, California	$149M	+$134K	34	4.63%	Increased
466	CS Central Securities New York	$147M	$0	3	22.16%	Maintained
467	Homestead Advisers Arlington, Virginia	$147M	+$39.5M	3	2.97%	Increased
468	Wolverine Trading Chicago, Illinois	$147M	-$39.8M	45	0.42%	Reduced
469	Becker Capital Management Portland, Oregon	$147M	-$10.5M	9	5.61%	Reduced
470	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$147M	+$16.4M	14	6.71%	Increased
471	Oppenheimer & Co New York	$147M	-$3.3M	38	3.99%	Reduced
472	Crawford Investment Counsel Atlanta, Georgia	$146M	-$9.91M	7	4.05%	Reduced
473	Cambridge Investment Research Advisors Fairfield, Iowa	$145M	+$4.12M	40	1.27%	Increased
474	Cookson Peirce & Co Pittsburgh, Pennsylvania	$144M	+$28.2M	12	12.62%	Increased
475	B BP London, United Kingdom	$144M	-$6.68M	23	5.34%	Reduced