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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	Commerce Bank Kansas City, Missouri	$108M	-$319K	23	1.7%	Reduced
477	Kayne Anderson Rudnick Investment Management Los Angeles, California	$107M	+$12.6M	6	1.62%	Increased
478	Cooke & Bieler Philadelphia, Pennsylvania	$107M	-$534K	4	2.38%	Reduced
479	OA Oak Associates Akron, Ohio	$105M	+$931K	16	12.65%	Increased
480	PP Paloma Partners Greenwich, Connecticut	$105M	+$12.1M	36	1.16%	Increased
481	Ariel Investments Chicago, Illinois	$105M	+$28.3M	3	1.32%	Increased
482	Folketrygdfondet Oslo Norway, Norway	$105M	+$54.7M	1	2.94%	Increased
483	SC SRB Corp Boston, Massachusetts	$104M	-$86.1K	8	15.98%	Reduced
484	Balyasny Asset Management Chicago, Illinois	$104M	-$38.8M	19	0.67%	Reduced
485	Paradigm Capital Management Inc Albany, New York	$103M	+$689K	13	12.58%	Increased
486	Granahan Investment Management Waltham, Massachusetts	$103M	-$7.58M	8	3.74%	Reduced
487	PRA Parametric Risk Advisors Westport, Connecticut	$102M	+$22.3M	8	6.72%	Increased
488	FQ First Quadrant Glendale, California	$102M	-$35.6M	21	2.25%	Reduced
489	B BP London, United Kingdom	$102M	+$816K	14	4.05%	Increased
490	RNC Capital Management Los Angeles, California	$102M	-$17.2M	8	9.51%	Reduced
491	CIBC Asset Management Toronto, Ontario, Canada	$101M	+$11.3M	25	0.76%	Increased
492	BOK Financial Tulsa, Oklahoma	$101M	+$1.22M	20	3.56%	Increased
493	SW SVB Wealth Boston, Massachusetts	$99.8M	-$2.27M	14	4.07%	Reduced
494	Fort Washington Investment Advisors Cincinnati, Ohio	$99.7M	+$4.66M	12	1.86%	Increased
495	Becker Capital Management Portland, Oregon	$99.1M	-$16.4M	5	4.04%	Reduced
496	Mirae Asset Global Investments Seoul, South Korea	$98.6M	+$20.9M	10	2.55%	Increased
497	Ferguson Wellman Capital Management Portland, Oregon	$98.5M	+$556K	10	4.14%	Increased
498	EA Euclid Advisors Hartford, Connecticut	$98.1M	+$26.2M	19	4.26%	Increased
499	CS Central Securities New York	$97.7M	-$866K	4	22.72%	Reduced
500	MUFG Americas New York	$95.7M	-$3.52M	25	3.33%	Reduced