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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
526	Waverly Advisors Birmingham, Alabama	$1.03B	+$77.8M	55	5.97%	Increased
527	Nikko Asset Management Americas New York	$1.03B	-$345M	12	13.27%	Reduced
528	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$1.02B	+$33.8M	13	19.99%	Increased
529	Brinker Capital Investments Berwyn, Pennsylvania	$1.02B	+$8.55M	75	7.82%	Increased
530	Ferguson Wellman Capital Management Portland, Oregon	$1.02B	+$37.7M	26	12.4%	Increased
531	Gulf International Bank (UK) London, United Kingdom	$1.01B	-$18M	28	19.85%	Reduced
532	Marsico Capital Management Denver, Colorado	$1.01B	+$12.2M	13	26.27%	Increased
533	Generali Asset Management Trieste, Italy	$1B	+$28.3M	29	18.15%	Increased
534	Horizon Investments Charlotte, North Carolina	$1B	-$22.4M	57	10.97%	Reduced
535	Jain Global New York	$1B	-$182M	53	3.93%	Reduced
536	Concurrent Investment Advisors Tampa, Florida	$991M	+$76.4M	63	8.43%	Increased
537	Comgest Global Investors Paris, France	$990M	+$8.61M	6	21.79%	Increased
538	RK Capital Management (Florida) Weston, Florida	$989M	+$880M	5	9.14%	New
539	Independent Advisor Alliance Charlotte, North Carolina	$986M	+$57.7M	45	23.08%	Increased
540	SCM Silvant Capital Management Atlanta, Georgia	$983M	+$198M	31	28.61%	Increased
541	Gabelli Funds Rye, New York	$981M	+$1.88M	43	6.27%	Increased
542	Frontier Capital Management Boston, Massachusetts	$981M	-$486M	23	9.14%	Reduced
543	Boston Trust Walden Boston, Massachusetts	$971M	+$7.5M	23	7.39%	Increased
544	Y.D. More Investments Ramat Gan, Israel	$970M	+$63.5M	26	30.18%	Increased
545	Nearwater Capital Markets Dublin 4, Dublin, Ireland	$964M	-$71.2M	9	16.62%	Reduced
546	Pinnacle Financial Partners (Georgia) Atlanta, Georgia	$962M	-$17.3M	44	6.56%	Reduced
547	Tocqueville Asset Management New York	$961M	-$113M	27	12.71%	Reduced
548	Wasatch Advisors Salt Lake City, Utah	$960M	-$444M	12	6.28%	Reduced
549	YC Yarbrough Capital Franklin, Tennessee	$959M	+$10.2M	14	28.7%	Increased
550	Cresset Asset Management Chicago, Illinois	$958M	+$55.4M	60	3.47%	Increased