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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	Fort Washington Investment Advisors Cincinnati, Ohio	$94M	-$2.14M	9	2.03%	Reduced
527	OI Oakbrook Investments Lisle, Illinois	$93.8M	-$14.5M	14	2.96%	Reduced
528	IIM Ivory Investment Management New York	$93.8M	-$4.24M	7	3.96%	Reduced
529	Mar Vista Investment Partners Los Angeles, California	$93.3M	+$2.11M	2	5.37%	Increased
530	Livforsakringsbolaget Skandia Stockholm, Sweden	$92.7M	+$85.2M	20	3.48%	Increased
531	Stephens Investment Management Group Houston, Texas	$92.5M	+$10.7M	9	2.82%	Increased
532	GW&K Investment Management Boston, Massachusetts	$92.1M	+$815K	5	2.47%	Increased
533	GLG LLC New York	$92.1M	+$88.4M	18	3.09%	New
534	HCS Harvest Capital Strategies San Francisco, California	$92.1M	+$6.34M	13	6.85%	Increased
535	BHF Kleinwort Benson Group Brussels, Belgium	$91.5M	+$66.8M	15	2.64%	Increased
536	SC SRB Corp Boston, Massachusetts	$91.3M	+$26.6M	1	14.96%	Increased
537	Disciplined Growth Investors Minneapolis, Minnesota	$90.7M	-$1.33M	3	2.31%	Reduced
538	SCM Stevens Capital Management Radnor, Pennsylvania	$89.4M	-$48.3M	26	2.42%	Reduced
539	STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$89.4M	+$1.16M	4	11.34%	Increased
540	CCM Cadence Capital Management Boston, Massachusetts	$89.3M	-$54.9M	15	3.76%	Reduced
541	SM Seminole Management New York	$89.1M	-$59.4M	2	4.27%	Reduced
542	Standard Investments New York	$88.6M	+$23.9M	5	8.29%	Increased
543	SRFM Shannon River Fund Management New York	$88.6M	+$34.3M	5	5.63%	Increased
544	FI Focused Investors Los Angeles, California	$88.4M	-$2.76M	1	3.5%	Reduced
545	PEAK6 Group Chicago, Illinois	$87.9M	-$20M	46	0.75%	Reduced
546	Baring International Investment London, United Kingdom	$87.8M	-$33.1M	2	5.16%	Reduced
547	HC Hawkins Capital Houston, Texas	$87.8M	$0	1	12.04%	Maintained
548	Evercore Wealth Management New York	$87.7M	-$4.59M	19	4.92%	Reduced
549	OAM Oxford Asset Management Oxford, United Kingdom	$87.6M	-$50.2M	18	2.55%	Reduced
550	HM Payson & Co Portland, Maine	$87M	+$22.3M	5	4.61%	Increased