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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
476	Hamlin Capital Management New York	$88.1M	+$86.2M	2	7.19%	New
477	WI WHV Investments San Francisco, California	$88M	+$87.2M	11	0.91%	New
478	Thomaspartners Boston, Massachusetts	$87.6M	+$77.8M	2	3.43%	New
479	State of New Jersey Common Pension Fund D Trenton, New Jersey	$87.1M	+$87.7M	2	2.81%	New
480	GAMCO Investors Greenwich, Connecticut	$86.8M	+$89.1M	11	0.55%	New
481	Meyer Handelman Company Rye Brook, New York	$86.7M	+$87M	7	4.76%	New
482	MCM McKinley Capital Management Anchorage, Alaska	$86.5M	+$88.2M	12	4.35%	New
483	VM Valinor Management New York	$86.5M	+$90.3M	1	3.58%	New
484	Tiger Global Management New York	$85.5M	+$89.3M	1	1.49%	New
485	AGA Altrinsic Global Advisors Stamford, Connecticut	$85.2M	+$79M	3	1.47%	New
486	HSA Hussman Strategic Advisors Ellicott City, Maryland	$85M	+$86.9M	13	3.87%	New
487	CCM Criterion Capital Management San Francisco, California	$84.2M	+$82.3M	3	3.41%	New
488	CIBC Asset Management Toronto, Ontario, Canada	$83.9M	+$83.8M	21	0.57%	New
489	CCM Cadence Capital Management Boston, Massachusetts	$83.4M	+$82.2M	12	3.91%	New
490	HAM HHR Asset Management Berkeley Heights, New Jersey	$83.1M	+$86.7M	1	4.05%	New
491	Zacks Investment Management Chicago, Illinois	$83M	+$82.7M	14	3.81%	New
492	Balyasny Asset Management Chicago, Illinois	$82.9M	+$77.9M	11	1.39%	New
493	AG Ashmore Group London, United Kingdom	$82.3M	+$82.7M	1	12.08%	New
494	AIM Aster Investment Management Larkspur, California	$82.2M	+$78.8M	6	3.07%	New
495	Evercore Wealth Management New York	$82M	+$80.5M	17	4.64%	New
496	Great Lakes Advisors Chicago, Illinois	$82M	+$81.6M	7	3.84%	New
497	Highbridge Capital Management New York	$81.2M	+$81.4M	20	0.81%	New
498	B BP London, United Kingdom	$80.4M	+$77.7M	8	4.87%	New
499	Mawer Investment Management Calgary, Alberta, Canada	$80.3M	+$84.4M	2	2.99%	New
500	CBU CIBC Bank USA Chicago, Illinois	$80M	+$79.4M	6	4.71%	New