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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	Van Berkom & Associates Montreal, Quebec, Canada	$133M	-$2.45M	3	4.2%	Reduced
502	HP Holowesko Partners Nassau, Bahamas	$132M	+$13.9M	1	10.27%	Increased
503	WIM Weitz Investment Management Omaha, Nebraska	$132M	+$1.62M	4	5.47%	Increased
504	ST Spinnaker Trust Portland, Maine	$132M	+$756K	8	13.25%	Increased
505	Haverford Trust Company Radnor, Pennsylvania	$132M	-$9.96M	6	2.45%	Reduced
506	Sit Investment Associates Minneapolis, Minnesota	$131M	-$16.8M	18	4.16%	Reduced
507	NA Neuburgh Advisers Los Angeles, California	$131M	+$12.2M	32	4.45%	Increased
508	SW SVB Wealth Boston, Massachusetts	$131M	-$13.4M	15	5.17%	Reduced
509	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$131M	+$3.99M	59	0.57%	Increased
510	Beutel, Goodman & Co Toronto, Ontario, Canada	$130M	+$631K	1	0.98%	Increased
511	Evercore Wealth Management New York	$130M	+$6.61M	12	4.19%	Increased
512	DFO Duquesne Family Office New York	$130M	+$122M	5	3.77%	New
513	PP Paloma Partners Greenwich, Connecticut	$130M	+$27.7M	37	3.16%	Increased
514	DP Dearborn Partners Chicago, Illinois	$130M	-$8.98M	9	8.66%	Reduced
515	Kovitz Investment Group Partners Chicago, Illinois	$130M	+$9.49M	13	4.1%	Increased
516	Nicholas Company Milwaukee, Wisconsin	$129M	-$23.7M	8	3.06%	Reduced
517	PIA Piedmont Investment Advisors Durham, North Carolina	$129M	+$5.12M	47	5.23%	Increased
518	HBK Investments Dallas, Texas	$128M	-$1.92M	28	1.3%	Reduced
519	Gofen & Glossberg Chicago, Illinois	$128M	-$2.05M	13	4.55%	Reduced
520	R.M. Davis Inc Portland, Maine	$128M	+$4.64M	7	4.77%	Increased
521	OCMI Oaktop Capital Management II Chatham, New Jersey	$128M	$0	4	26.67%	Maintained
522	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$127M	+$22.3M	10	5.94%	Increased
523	Erste Asset Management Vienna, Austria	$126M	-$2.42M	19	7.05%	Reduced
524	CMG Cavalry Management Group San Francisco, California	$125M	-$52.8M	7	36.89%	Reduced
525	Hancock Whitney Gulfport, Mississippi	$125M	-$5.83M	33	4.02%	Reduced