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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	Advisors Asset Management Monument, Colorado	$156M	-$2.24M	39	2.62%	Reduced
477	WP Wedgewood Partners St Louis, Missouri	$156M	-$14M	1	5.32%	Reduced
478	CS Central Securities New York	$156M	-$1.21M	3	26.68%	Reduced
479	Castleark Management Chicago, Illinois	$156M	-$50.8M	15	4.89%	Reduced
480	Kennedy Capital Management St Louis, Missouri	$155M	+$11.3M	25	2.8%	Increased
481	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$155M	+$22.8M	1	9.26%	Increased
482	Wasatch Advisors Salt Lake City, Utah	$153M	-$8.63M	8	2.07%	Reduced
483	Sachem Head Capital Management New York	$153M	+$151M	1	7.25%	New
484	SPC Silver Point Capital Greenwich, Connecticut	$153M	+$3.28M	1	9.8%	Increased
485	SCA Southpoint Capital Advisors New York	$152M	-$6.18M	1	6.22%	Reduced
486	ArrowMark Colorado Holdings Denver, Colorado	$152M	-$34.6M	7	1.72%	Reduced
487	SAM Sentinel Asset Management Montpelier, Vermont	$151M	+$6.95M	7	3.62%	Increased
488	CIBC World Market Toronto, Ontario, Canada	$149M	-$60.8M	20	0.72%	Reduced
489	QS Investors New York	$148M	+$2.23M	47	1.2%	Increased
490	Första AP-fonden Stockholm, Sweden	$147M	-$46.2M	7	5.19%	Reduced
491	Evercore Wealth Management New York	$146M	-$7.17M	24	5.68%	Reduced
492	MC Montag & Caldwell Atlanta, Georgia	$146M	+$42.7M	5	4.48%	Increased
493	ACM Atlanta Capital Management Atlanta, Georgia	$145M	+$1.64M	3	0.82%	Increased
494	SIM Sadoff Investment Management Milwaukee, Wisconsin	$145M	-$322K	5	12.98%	Reduced
495	FPM Francisco Partners Management San Francisco, California	$145M	-$127M	1	63.77%	Reduced
496	NA Neuburgh Advisers Los Angeles, California	$145M	-$12.4M	31	5.37%	Reduced
497	SW SVB Wealth Boston, Massachusetts	$143M	+$3.4M	17	5.49%	Increased
498	H Hexavest Montreal, Quebec, Canada	$143M	+$76.4M	7	1.75%	Increased
499	SC SRB Corp Boston, Massachusetts	$143M	-$16.2K	7	18.82%	Reduced
500	Ladenburg Thalmann Financial Services Miami, Florida	$141M	+$4.6M	89	1.53%	Increased