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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	HAM HHR Asset Management Berkeley Heights, New Jersey	$97.8M	+$3.69M	2	4.15%	Increased
477	Dana Investment Advisors Waukesha, Wisconsin	$97M	+$34.8M	8	4.57%	Increased
478	Cincinnati Insurance Fairfield, Ohio	$96.9M	+$1.78M	2	3.7%	Increased
479	SIG Senator Investment Group New York	$96.9M	-$501M	1	1.18%	Reduced
480	SIC Schwartz Investment Counsel Plymouth, Michigan	$96.8M	+$20.4M	7	7.51%	Increased
481	MUFG Americas New York	$96.3M	-$3.65M	25	3.59%	Reduced
482	Marsico Capital Management Denver, Colorado	$95.9M	-$342M	1	1%	Reduced
483	BCM Brown Capital Management Baltimore, Maryland	$95.5M	-$1.63M	2	1.64%	Reduced
484	CCM Cadian Capital Management New York	$95.2M	-$156M	3	3.43%	Reduced
485	Point72 Asset Management Stamford, Connecticut	$94.5M	-$123M	5	0.74%	Reduced
486	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$94.2M	-$991K	3	1.92%	Reduced
487	ACM Andor Capital Management Rye Brook, New York	$94.2M	-$74.1M	5	14.81%	Reduced
488	Paradigm Capital Management Inc Albany, New York	$92.8M	+$7.81M	12	11.3%	Increased
489	AT Alliance Trust Dundee, Scotland, United Kingdom	$92.6M	+$96.1M	2	4.36%	New
490	Truist Financial Charlotte, North Carolina	$92.5M	+$13.7M	22	2.4%	Increased
491	Bank of Nova Scotia Toronto, Ontario, Canada	$92.3M	+$6.44M	15	0.5%	Increased
492	WestEnd Advisors Charlotte, North Carolina	$91.9M	+$9.86M	1	4.65%	Increased
493	RIM Ranger Investment Management Dallas, Texas	$91.8M	+$16M	5	5.17%	Increased
494	Oppenheimer & Co New York	$91.5M	+$2.33M	37	2.78%	Increased
495	CAM Cortina Asset Management Milwaukee, Wisconsin	$91.1M	+$37.3M	10	4.18%	Increased
496	Hamlin Capital Management New York	$89.3M	+$8.11M	2	4.94%	Increased
497	MSA Mason Street Advisors Milwaukee, Wisconsin	$88.7M	+$808K	47	2.99%	Increased
498	CS Central Securities New York	$88.4M	-$13.6M	3	23.22%	Reduced
499	Nomura Holdings Tokyo, Japan	$87.8M	-$74M	37	0.32%	Reduced
500	BB&T Securities Richmond, Virginia	$87.8M	-$347K	19	1.93%	Reduced