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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	Norinchukin Bank Tokyo, Japan	$199M	+$8.23M	26	4.06%	Increased
477	PCM Polaris Capital Management Boston, Massachusetts	$199M	-$1M	3	7.8%	Reduced
478	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$198M	+$162M	4	5.08%	Increased
479	R.M. Davis Inc Portland, Maine	$195M	+$3.2M	12	5.67%	Increased
480	LGT Group Foundation Vaduz, Liechtenstein	$195M	-$69.2M	26	7.59%	Reduced
481	TC TwinBeech Capital Purchase, New York	$194M	+$118M	18	5.13%	Increased
482	Trillium Asset Management Boston, Massachusetts	$192M	-$3.96M	14	6.3%	Reduced
483	Scotia Capital Toronto, Ontario, Canada	$192M	-$5.32M	24	1.56%	Reduced
484	Riverbridge Partners Minneapolis, Minnesota	$192M	+$45M	7	2.85%	Increased
485	D.A. Davidson & Co Great Falls, Montana	$190M	+$6.4M	37	2.49%	Increased
486	TCM Tybourne Capital Management Hong Kong	$189M	-$4.43M	5	18.22%	Reduced
487	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$189M	+$3.16M	28	6.12%	Increased
488	SSM Sound Shore Management Greenwich, Connecticut	$188M	+$46.8M	3	7.62%	Increased
489	BOK Financial Tulsa, Oklahoma	$188M	-$5.43M	30	3.8%	Reduced
490	Hosking Partners London, United Kingdom	$187M	-$1.83M	13	8.18%	Reduced
491	MMC Mizuho Markets Cayman Grand Cayman, Cayman Islands	$187M	+$60.6M	7	17.61%	Increased
492	Kestra Advisory Services Austin, Texas	$187M	+$11.2M	44	2%	Increased
493	Oppenheimer & Co New York	$187M	-$10.2M	43	4.37%	Reduced
494	SFM Systematic Financial Management Teaneck, New Jersey	$186M	-$16.8M	20	6.8%	Reduced
495	CIBC World Markets New York	$185M	-$248M	24	2.58%	Reduced
496	TD Waterhouse Canada Toronto, Ontario, Canada	$185M	-$2.37M	53	2.1%	Reduced
497	Simplex Trading Chicago, Illinois	$184M	+$22.4M	58	0.21%	Increased
498	Abeille Asset Management France	$183M	-$30.9M	4	7.11%	Reduced
499	Conning Inc Hartford, Connecticut	$183M	-$48.6M	18	6.5%	Reduced
500	Needham Investment Management New York	$183M	-$280K	27	35.83%	Reduced