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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
501	Sachem Head Capital Management New York	$104M	+$21M	1	10.66%	Increased
502	ACM Argent Capital Management St Louis, Missouri	$104M	-$2.23M	6	5.54%	Reduced
503	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$104M	+$26.4K	6	22.66%	Increased
504	Bowen Hanes & Co Ponte Vedra Beach, Florida	$104M	-$2M	4	4.84%	Reduced
505	IIM Ivory Investment Management New York	$104M	-$666K	4	2.95%	Reduced
506	Ferguson Wellman Capital Management Portland, Oregon	$102M	-$8.35M	11	4.3%	Reduced
507	WM WS Management Jacksonville, Florida	$102M	+$286K	1	3.09%	Increased
508	AC Alleghany Corporation New York	$101M	+$12.1M	3	3.67%	Increased
509	Livforsakringsbolaget Skandia Stockholm, Sweden	$101M	+$108K	20	3.63%	Increased
510	Oppenheimer & Co New York	$101M	-$5.6M	35	3.04%	Reduced
511	WestEnd Advisors Charlotte, North Carolina	$101M	-$4.38M	1	4.95%	Reduced
512	Cooperman Leon G	$101M	-$64.1M	1	1.33%	Reduced
513	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$101M	-$51.2K	5	5.88%	Reduced
514	SM Senvest Management New York	$101M	+$1.67M	8	8.79%	Increased
515	RNC Capital Management Los Angeles, California	$101M	+$18.7M	5	8.1%	Increased
516	Hermes Investment Management London Uk, United Kingdom	$100M	+$6.91M	6	2.77%	Increased
517	SM Seminole Management New York	$100M	-$10.1M	2	4.81%	Reduced
518	DILH Dai-ichi Life Holdings Tokyo, Japan	$100M	-$1.35M	21	3.11%	Reduced
519	GW&K Investment Management Boston, Massachusetts	$100M	+$8.81M	5	2.53%	Increased
520	Hamlin Capital Management New York	$99.4M	-$17.3M	2	5.59%	Reduced
521	D.A. Davidson & Co Great Falls, Montana	$99.1M	-$3.3M	45	3.36%	Reduced
522	ArrowMark Colorado Holdings Denver, Colorado	$98.6M	-$19M	7	2.81%	Reduced
523	FA Friess Associates Greenville, Delaware	$97.9M	-$55.5M	7	7.98%	Reduced
524	AWMDMG Austin W. Marxe & David M. Greenhouse New York	$97.8M	+$906K	10	12.39%	Increased
525	JCM Janney Capital Management Pittsburgh, Pennsylvania	$97.8M	+$6.35M	7	5.91%	Increased