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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	Summit Partners Public Asset Management Boston, Massachusetts	$182M	-$124M	9	9.4%	Reduced
502	AE Wealth Management Topeka, Kansas	$181M	+$7.68M	44	1.43%	Increased
503	Mondrian Investment Partners London, United Kingdom	$181M	+$36M	5	3.95%	Increased
504	MAI Capital Management Independence, Ohio	$180M	+$9.81M	31	3.39%	Increased
505	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$179M	-$7.02M	27	5.17%	Reduced
506	Verition Fund Management Greenwich, Connecticut	$179M	+$22.4M	56	2%	Increased
507	Gofen & Glossberg Chicago, Illinois	$178M	-$2.28M	17	5.04%	Reduced
508	Laurion Capital Management New York	$176M	+$83.5M	12	1.04%	Increased
509	UBS O'Connor Chicago, Illinois	$176M	-$441M	9	2%	Reduced
510	RAM RWC Asset Management London, United Kingdom	$176M	-$4.01M	3	5.9%	Reduced
511	Cetera Advisor Networks El Segundo, California	$175M	+$29M	41	2.17%	Increased
512	Cullen/Frost Bankers San Antonio, Texas	$174M	+$4.06M	33	3.98%	Increased
513	Cerity Partners New York	$172M	-$8.42M	38	2.07%	Reduced
514	MUFG Americas New York	$171M	-$3.36M	31	4.24%	Reduced
515	Mawer Investment Management Calgary, Alberta, Canada	$170M	-$34.1M	4	1.03%	Reduced
516	UMB Bank Kansas City, Missouri	$170M	-$4.42M	55	2.87%	Reduced
517	Kovitz Investment Group Partners Chicago, Illinois	$170M	+$26M	19	3.92%	Increased
518	Alphinity Investment Management Sydney, Australia	$170M	+$2.06M	1	5.43%	Increased
519	Gotham Asset Management New York	$169M	-$6.26M	49	5.07%	Reduced
520	Personal Capital Advisors Redwood City, California	$169M	+$847K	18	0.91%	Increased
521	Welch & Forbes Boston, Massachusetts	$168M	-$2.79M	12	3.27%	Reduced
522	KI Koch Industries Wichita, Kansas	$167M	$0	1	11.2%	Maintained
523	TI Trigran Investments Northbrook, Illinois	$166M	+$78.3M	4	19.09%	Increased
524	SIM Sadoff Investment Management Milwaukee, Wisconsin	$166M	-$4.08M	5	12.92%	Reduced
525	Bartlett & Co Cincinnati, Ohio	$166M	+$2.85M	28	3.56%	Increased