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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	PEAK6 Group Chicago, Illinois	$72.4M	+$67.3M	42	0.27%	New
527	Oppenheimer & Co New York	$72.2M	+$71.7M	28	2.79%	New
528	Klingenstein Fields & Co New York	$71.9M	+$72.7M	7	2.57%	New
529	Bridgeway Capital Management Houston, Texas	$71.8M	+$69.5M	28	2.87%	New
530	Oregon Public Employees Retirement Fund Tigard, Oregon	$71.6M	+$70.8M	26	3.06%	New
531	Disciplined Growth Investors Minneapolis, Minnesota	$70.9M	+$68.3M	3	2.29%	New
532	FI Focused Investors Los Angeles, California	$70.7M	+$70.2M	1	3.07%	New
533	PAM Private Asset Management San Diego, California	$70.6M	+$72.6M	4	13.49%	New
534	PCM Penn Capital Management Philadelphia, Pennsylvania	$70.6M	+$67.3M	7	2.89%	New
535	DIA Denver Investment Advisors Denver, Colorado	$70.5M	+$68.9M	15	1.62%	New
536	OCG Opus Capital Group Cincinnati, Ohio	$70.1M	+$72.3M	7	4.29%	New
537	OA Oak Associates Akron, Ohio	$70M	+$70M	14	8.34%	New
538	AWCI Alpine Woods Capital Investors Purchase, New York	$69.8M	+$69.1M	5	4.45%	New
539	FA Friess Associates Greenville, Delaware	$69.5M	+$65.7M	5	5.44%	New
540	BPBT Boston Private Bank & Trust Boston, Massachusetts	$69.3M	+$69.2M	21	4.04%	New
541	Williams Jones & Associates New York	$68.8M	+$69.9M	6	3.43%	New
542	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$68.7M	+$69.6M	5	5.15%	New
543	Reinhart Partners Mequon, Wisconsin	$68.2M	+$66.4M	7	6.24%	New
544	D.A. Davidson & Co Great Falls, Montana	$68M	+$67.7M	42	3.28%	New
545	Conning Inc Hartford, Connecticut	$67.9M	+$67.6M	13	5.61%	New
546	EdgePoint Investment Group Toronto, Ontario, Canada	$67.9M	+$65.8M	1	2.26%	New
547	DCM Dupont Capital Management Wilmington, Delaware	$67.6M	+$66.9M	19	1.26%	New
548	Whittier Trust South Pasadena, California	$67.4M	+$67M	30	3.78%	New
549	Gotham Asset Management New York	$67.3M	+$67.4M	27	2.88%	New
550	WA Westport Advisers Westport, Connecticut	$67.2M	+$66.9M	3	6.52%	New