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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	PIMC Praesidium Investment Management Company New York	$117M	+$3.14M	1	10.63%	Increased
477	Cincinnati Financial Corp Fairfield, Ohio	$116M	-$21M	3	7.59%	Reduced
478	Edgewood Management Greenwich, Connecticut	$115M	-$339M	2	1.15%	Reduced
479	Santa Barbara Asset Management Los Angeles, California	$114M	-$220K	1	2.36%	Reduced
480	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$114M	-$583K	9	5.91%	Reduced
481	TI Turner Investments Berwyn, Pennsylvania	$114M	-$25.6M	18	6.85%	Reduced
482	AA Antipodean Advisors New York	$114M	+$18M	2	11.11%	Increased
483	CS Central Securities New York	$114M	-$2.94M	4	24.81%	Reduced
484	GL GLG LLC New York	$113M	+$25.6M	17	3.01%	Increased
485	DF Dent & Co Baltimore, Maryland	$113M	-$40.3M	3	2.8%	Reduced
486	FA Friess Associates Greenville, Delaware	$112M	+$12.7M	8	9.51%	Increased
487	Great Lakes Advisors Chicago, Illinois	$111M	+$20.9M	13	3.72%	Increased
488	SRC Shufro Rose & Co New York	$111M	+$2.37M	10	11.49%	Increased
489	CC Curian Capital Denver, Colorado	$110M	-$12.4M	11	1.95%	Reduced
490	WAM World Asset Management Detroit, Michigan	$110M	+$3.55M	32	3.29%	Increased
491	WIM Weitz Investment Management Omaha, Nebraska	$109M	+$802K	1	3.21%	Increased
492	ST Spinnaker Trust Portland, Maine	$109M	-$3.14M	4	17.55%	Reduced
493	Granahan Investment Management Waltham, Massachusetts	$108M	-$9.11M	7	3.33%	Reduced
494	D.A. Davidson & Co Great Falls, Montana	$107M	+$7.07M	47	3.62%	Increased
495	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$107M	-$9.75M	7	3.92%	Reduced
496	CP Coho Partners Berwyn, Pennsylvania	$107M	-$25.7M	3	6.81%	Reduced
497	ACM Argent Capital Management St Louis, Missouri	$106M	-$5.18M	6	5.84%	Reduced
498	Sachem Head Capital Management New York	$106M	$0	1	11.78%	Maintained
499	CEP Chicago Equity Partners Chicago, Illinois	$105M	+$13.3M	12	2.77%	Increased
500	KBC Group Brussels, Belgium	$105M	-$217M	34	3.66%	Reduced