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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	B BP London, United Kingdom	$175M	+$7.56M	23	5.9%	Increased
452	Brandes Investment Partners La Jolla, California	$174M	-$18.8M	4	4.15%	Reduced
453	Hamlin Capital Management New York	$174M	+$43.1M	3	7.24%	Increased
454	MPMG Minneapolis Portfolio Management Group Wayzata, Minnesota	$173M	-$3.11M	4	20%	Reduced
455	Ruane, Cunniff & Goldfarb New York	$173M	+$158M	1	2.14%	New
456	RC RGM Capital Naples, Florida	$173M	-$33.8M	2	9.89%	Reduced
457	Great Lakes Advisors Chicago, Illinois	$173M	-$30.4M	21	3.71%	Reduced
458	PP Paloma Partners Greenwich, Connecticut	$172M	+$42.2M	59	2.58%	Increased
459	PIA Piedmont Investment Advisors Durham, North Carolina	$171M	+$7.34M	37	5.92%	Increased
460	PointState Capital New York	$170M	-$34.7M	6	3.09%	Reduced
461	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$170M	+$3.64M	6	9.62%	Increased
462	SRC Shufro Rose & Co New York	$169M	-$3.47M	11	15.25%	Reduced
463	TPG Group Holdings (SBS) Advisors Fort Worth, Texas	$169M	+$23.9M	2	2.49%	Increased
464	Oppenheimer & Co New York	$168M	-$533K	37	4.16%	Reduced
465	RHJA Rice Hall James & Associates San Diego, California	$168M	+$15.9M	9	5.67%	Increased
466	BOK Financial Tulsa, Oklahoma	$164M	+$24.3M	28	3.7%	Increased
467	Cornerstone Investment Partners Atlanta, Georgia	$164M	-$38.5M	15	7.77%	Reduced
468	D.A. Davidson & Co Great Falls, Montana	$163M	+$3.71M	25	2.64%	Increased
469	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$163M	-$660K	58	0.56%	Reduced
470	USAA United Services Automobile Association San Antonio, Texas	$162M	-$7.6M	15	1.84%	Reduced
471	CS Central Securities New York	$162M	$0	3	23.16%	Maintained
472	GAM Griffin Asset Management New York	$162M	+$730K	16	22.65%	Increased
473	Becker Capital Management Portland, Oregon	$161M	-$3.65M	9	5.7%	Reduced
474	Maverick Capital Dallas, Texas	$160M	+$58.1M	18	2.33%	Increased
475	Nicholas Company Milwaukee, Wisconsin	$160M	+$1.74M	9	3.37%	Increased