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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	Oppenheimer & Co New York	$120M	+$9.48M	33	3.51%	Increased
477	Paradigm Capital Management Inc Albany, New York	$120M	+$1.06M	13	12.64%	Increased
478	Hood River Capital Management Palm Beach Gardens, Florida	$120M	+$20.3M	11	12.27%	Increased
479	SC SRB Corp Boston, Massachusetts	$119M	-$514K	5	17.45%	Reduced
480	Clark Capital Management Group Philadelphia, Pennsylvania	$119M	+$44.1M	13	6.84%	Increased
481	CI Global Investments Oakland, California	$119M	+$92.6M	2	2.77%	Increased
482	CIBC World Market Toronto, Ontario, Canada	$119M	+$18.1M	29	0.44%	Increased
483	ST Spinnaker Trust Portland, Maine	$119M	-$3.37M	4	16.05%	Reduced
484	Yacktman Asset Management Austin, Texas	$118M	-$36.4M	2	1.02%	Reduced
485	Creative Planning Overland Park, Kansas	$117M	+$11.4M	73	0.75%	Increased
486	Granahan Investment Management Waltham, Massachusetts	$117M	-$3.27M	12	3.84%	Reduced
487	MPMG Minneapolis Portfolio Management Group Wayzata, Minnesota	$117M	-$1.64M	3	20.35%	Reduced
488	D.A. Davidson & Co Great Falls, Montana	$117M	+$11.4M	47	2.91%	Increased
489	HM Payson & Co Portland, Maine	$117M	+$10.6M	8	5.69%	Increased
490	Commerce Bank Kansas City, Missouri	$116M	-$2.64M	23	1.81%	Reduced
491	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$115M	+$2.8M	14	1.13%	Increased
492	Norinchukin Bank Tokyo, Japan	$115M	-$8.21M	17	2.75%	Reduced
493	Zurich Insurance Group Zurich, Switzerland	$114M	+$8.36M	12	3.84%	Increased
494	Commerzbank Aktiengesellschaft Frankfurt, Germany	$114M	-$32.4M	29	1.84%	Reduced
495	BCM Bares Capital Management Austin, Texas	$114M	+$11.5M	1	6.79%	Increased
496	SCM Snow Capital Management Sewickley, Pennsylvania	$113M	+$34.2M	3	5.09%	Increased
497	Edmond de Rothschild Holding Chambesy, Switzerland	$113M	-$42.3M	26	3.42%	Reduced
498	BOK Financial Tulsa, Oklahoma	$113M	-$3.11M	22	3.73%	Reduced
499	CPM Crescent Park Management East Palo Alto, California	$112M	+$21.9M	4	19.67%	Increased
500	Flossbach Von Storch Cologne, Germany	$111M	-$60.1M	4	1.86%	Reduced