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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	RHJA Rice Hall James & Associates San Diego, California	$140M	-$23.4M	9	4.66%	Reduced
477	Carson Wealth (CWM LLC) Omaha, Nebraska	$140M	$0	67	1.12%	Maintained
478	GAM Griffin Asset Management New York	$140M	+$19.8M	22	17.76%	Increased
479	Dai-ichi Life Insurance Company Tokyo, Japan	$140M	+$1.46M	24	3.39%	Increased
480	R.M. Davis Inc Portland, Maine	$139M	+$2.73M	10	4.94%	Increased
481	Profund Advisors Bethesda, Maryland	$139M	-$15M	44	6.58%	Reduced
482	CS Central Securities New York	$139M	$0	3	21.15%	Maintained
483	Ariel Investments Chicago, Illinois	$138M	-$6.47M	4	1.74%	Reduced
484	HP Holowesko Partners Nassau, Bahamas	$138M	-$37.4M	1	11.36%	Reduced
485	Cambridge Investment Research Advisors Fairfield, Iowa	$137M	-$6.31M	38	1.26%	Reduced
486	AssetMark Inc Concord, California	$136M	+$79.4M	44	1.11%	Increased
487	Vaughan David Investments Peoria, Illinois	$136M	+$1.09M	4	5.39%	Increased
488	BOI Bank of Italy Rome, Italy	$136M	$0	1	7.25%	Maintained
489	Meyer Handelman Company Rye Brook, New York	$135M	-$4.1M	9	6.93%	Reduced
490	RCM Riverhead Capital Management Wilmington, Delaware	$135M	+$9.6M	59	4.98%	Increased
491	Twin Tree Management Dallas, Texas	$135M	+$12.9M	24	0.66%	Increased
492	Van Berkom & Associates Montreal, Quebec, Canada	$134M	-$17.1M	3	3.88%	Reduced
493	PEAK6 Investments Chicago, Illinois	$133M	+$23.3M	44	0.88%	Increased
494	CC Cannell & Co New York	$132M	+$57.3M	7	5.01%	Increased
495	BOK Financial Tulsa, Oklahoma	$132M	-$5.79M	25	3.17%	Reduced
496	WIM Weitz Investment Management Omaha, Nebraska	$132M	-$16.3M	4	5.23%	Reduced
497	D.A. Davidson & Co Great Falls, Montana	$131M	-$30.8M	24	2.45%	Reduced
498	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$131M	-$4.7K	58	0.53%	Reduced
499	BCM Bluefin Capital Management New York	$131M	+$7.72M	6	18.49%	Increased
500	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$130M	+$13.2M	12	5.98%	Increased