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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	BA Boston Advisors Boston, Massachusetts	$111M	+$13M	13	2.74%	Increased
502	SW SVB Wealth Boston, Massachusetts	$111M	-$3.88M	14	4.5%	Reduced
503	Fenimore Asset Management Cobleskill, New York	$110M	+$757K	3	5.25%	Increased
504	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$110M	+$20.7M	16	2.5%	Increased
505	CS Central Securities New York	$109M	-$4.64M	3	23.72%	Reduced
506	Hamlin Capital Management New York	$109M	-$30.1M	2	5.03%	Reduced
507	DILH Dai-ichi Life Holdings Tokyo, Japan	$108M	+$3.18M	25	3.28%	Increased
508	PRA Parametric Risk Advisors Westport, Connecticut	$108M	-$3.49M	7	7.27%	Reduced
509	Fuller & Thaler Asset Management San Mateo, California	$107M	-$13.4M	16	1.77%	Reduced
510	MUFG Americas New York	$107M	+$136K	26	3.64%	Increased
511	Folketrygdfondet Oslo Norway, Norway	$106M	$0	1	3.14%	Maintained
512	DL Delta Lloyd Amsterdam, Netherlands	$106M	+$5.64M	22	3.29%	Increased
513	Livforsakringsbolaget Skandia Stockholm, Sweden	$106M	+$5.24M	21	5.17%	Increased
514	Ferguson Wellman Capital Management Portland, Oregon	$104M	-$7.57M	10	4.46%	Reduced
515	Hosking Partners London, United Kingdom	$104M	+$12.1M	5	3.48%	Increased
516	Fort Washington Investment Advisors Cincinnati, Ohio	$103M	-$10.1M	11	1.85%	Reduced
517	WAM World Asset Management Detroit, Michigan	$103M	+$4.16M	35	3.65%	Increased
518	Nicholas Company Milwaukee, Wisconsin	$103M	-$8.04M	3	2.26%	Reduced
519	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$103M	+$30.2M	28	2.17%	Increased
520	FA Friess Associates Greenville, Delaware	$103M	+$55.2M	11	9.97%	Increased
521	CIBC World Markets New York	$103M	-$126M	14	1.95%	Reduced
522	CIM Calvert Investment Management Bethesda, Maryland	$103M	+$11.4M	26	3.78%	Increased
523	Park National Corp Newark, Ohio	$102M	-$1.49M	10	6.47%	Reduced
524	Hancock Whitney Gulfport, Mississippi	$102M	+$10.9M	17	4.02%	Increased
525	OMERS Administration Corp Toronto, Ontario, Canada	$101M	+$4.9M	12	1.8%	Increased