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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	PineBridge Investments New York	$96.9M	+$29.2M	31	3.96%	Increased
527	1832 Asset Management Toronto, Ontario, Canada	$96.7M	-$15.1M	9	0.32%	Reduced
528	BB&T Securities Richmond, Virginia	$96.7M	-$4.46M	19	2.26%	Reduced
529	Livforsakringsbolaget Skandia Stockholm, Sweden	$96.3M	-$6.27M	20	3.63%	Reduced
530	QI Qualcomm Inc San Diego, California	$96.3M	-$8.92M	4	6.75%	Reduced
531	Dana Investment Advisors Waukesha, Wisconsin	$96.2M	+$17.6M	6	5.57%	Increased
532	Stephens Investment Management Group Houston, Texas	$96M	+$7.12M	9	2.9%	Increased
533	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$95.9M	-$912K	5	5.59%	Reduced
534	BPBT Boston Private Bank & Trust Boston, Massachusetts	$95.8M	+$2.32M	27	4.66%	Increased
535	WestEnd Advisors Charlotte, North Carolina	$95.8M	+$576K	1	4.84%	Increased
536	Evercore Wealth Management New York	$95.3M	+$788K	20	4.77%	Increased
537	Ferguson Wellman Capital Management Portland, Oregon	$95.2M	-$3.77M	11	4.06%	Reduced
538	SM Senvest Management New York	$95.1M	-$2.67M	8	8.9%	Reduced
539	Conning Inc Hartford, Connecticut	$95M	-$1.85M	15	4.98%	Reduced
540	People's United Financial Bridgeport, Connecticut	$94.5M	+$1.31M	22	5.01%	Increased
541	GAI General American Investors New York	$94.5M	$0	3	7.53%	Maintained
542	Vontobel Asset Management New York	$94.5M	+$11.1M	1	0.74%	Increased
543	Fort Washington Investment Advisors Cincinnati, Ohio	$93.9M	-$1.41M	8	1.95%	Reduced
544	Hamlin Capital Management New York	$93.8M	-$12.2M	2	5.62%	Reduced
545	Madison Investment Holdings Madison, Wisconsin	$93.7M	-$8M	5	2.07%	Reduced
546	WM WS Management Jacksonville, Florida	$93.6M	-$11.3M	1	3%	Reduced
547	Gofen & Glossberg Chicago, Illinois	$93.4M	-$784K	8	4.12%	Reduced
548	MDSL M.D. Sass LLC New York	$93.4M	+$62.4M	2	5.43%	Increased
549	PRCM Pine River Capital Management Minnetonka, Minnesota	$93.3M	+$64.5M	14	1.09%	Increased
550	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$93.3M	+$1.56M	4	11.14%	Increased