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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	PIA Piedmont Investment Advisors Durham, North Carolina	$144M	+$12.9M	34	5.57%	Increased
477	MUFG Americas New York	$143M	-$1.01M	24	3.97%	Reduced
478	Vaughan David Investments Peoria, Illinois	$142M	-$1.09M	4	5.43%	Reduced
479	Carson Wealth (CWM LLC) Omaha, Nebraska	$140M	$0	67	1.12%	Maintained
480	Whittier Trust South Pasadena, California	$139M	+$10.3M	48	3.98%	Increased
481	ABI Abrams Bison Investments Bethesda, Maryland	$139M	+$13.3M	1	13.85%	Increased
482	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$139M	+$2.46M	61	0.53%	Increased
483	Van Berkom & Associates Montreal, Quebec, Canada	$139M	-$21.2M	3	3.4%	Reduced
484	R.M. Davis Inc Portland, Maine	$138M	-$1.57M	9	4.88%	Reduced
485	D.A. Davidson & Co Great Falls, Montana	$138M	+$3.32M	24	2.48%	Increased
486	Shelton Capital Management Denver, Colorado	$138M	-$15.5M	44	8.15%	Reduced
487	RHJA Rice Hall James & Associates San Diego, California	$138M	-$13.3M	7	4.92%	Reduced
488	Personal Capital Advisors Redwood City, California	$137M	+$6.61M	12	1.31%	Increased
489	LMR Partners London, United Kingdom	$137M	-$17.6M	13	6.77%	Reduced
490	Comgest Global Investors Paris, France	$137M	+$42.4M	1	2.79%	Increased
491	Meyer Handelman Company Rye Brook, New York	$136M	-$101K	9	6.89%	Reduced
492	Bartlett & Co Wealth Management Cincinnati, Ohio	$136M	+$20.6M	19	3.56%	Increased
493	Bartlett & Co Cincinnati, Ohio	$136M	+$20.6M	19	3.57%	Increased
494	SCM Suvretta Capital Management New York	$136M	-$45.7M	1	3.51%	Reduced
495	HP Holowesko Partners Nassau, Bahamas	$135M	-$3.01M	1	10.72%	Reduced
496	Ferguson Wellman Capital Management Portland, Oregon	$135M	+$32.2M	15	4.31%	Increased
497	Voloridge Investment Management Jupiter, Florida	$135M	+$27M	18	2.34%	Increased
498	RCM Riverhead Capital Management Wilmington, Delaware	$135M	-$7.75M	60	4.98%	Reduced
499	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$134M	+$7.85M	7	0.76%	Increased
500	AGDR AdamCapital Gestao de Recursos Rio De Janeiro, Brazil	$134M	-$19.6M	1	15.11%	Reduced