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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	Van Berkom & Associates Montreal, Quebec, Canada	$80.5M	+$14.8M	3	4.03%	Increased
527	People's United Financial Bridgeport, Connecticut	$80.5M	-$1.03M	27	4.56%	Reduced
528	Janney Montgomery Scott Philadelphia, Pennsylvania	$80.4M	+$819K	27	2.27%	Increased
529	CC Crosslink Capital Menlo Park, California	$80.2M	+$19.8M	5	11.18%	Increased
530	CIBC Asset Management Toronto, Ontario, Canada	$80.1M	-$34M	23	0.64%	Reduced
531	Folketrygdfondet Oslo Norway, Norway	$80.1M	$0	1	2.41%	Maintained
532	OAM Oxford Asset Management Oxford, United Kingdom	$80M	-$12.7M	26	2.52%	Reduced
533	Evercore Trust Company New York	$79.5M	-$2.94M	1	0.3%	Reduced
534	AL Airain Ltd St. Peter Port, Guernsey	$79.3M	-$16.6M	30	4.75%	Reduced
535	Park National Corp Newark, Ohio	$79.2M	+$1.81M	8	5.69%	Increased
536	WesBanco Bank Wheeling, West Virginia	$79.1M	+$1.63M	15	4.8%	Increased
537	HCMT Highland Capital Management (Texas) Dallas, Texas	$78.9M	-$2.66M	4	2.3%	Reduced
538	HBK Investments Dallas, Texas	$78.9M	+$15.6M	30	0.79%	Increased
539	BOK Financial Tulsa, Oklahoma	$78.7M	+$683K	23	2.96%	Increased
540	CEP Chicago Equity Partners Chicago, Illinois	$78.4M	-$4.19M	12	2.19%	Reduced
541	Findlay Park Partners London, United Kingdom	$78.4M	-$46.8M	1	0.87%	Reduced
542	Sentry Investments Toronto, Ontario, Canada	$78M	-$4.44M	3	0.94%	Reduced
543	Gofen & Glossberg Chicago, Illinois	$77.9M	+$1.04M	11	3.54%	Increased
544	R.M. Davis Inc Portland, Maine	$77.6M	+$3.1M	5	4.15%	Increased
545	HM Payson & Co Portland, Maine	$77M	-$4.57M	5	4.17%	Reduced
546	Andra AP-fonden Goteborg, Sweden	$76.8M	-$511K	18	2.25%	Reduced
547	Hancock Whitney Gulfport, Mississippi	$76.7M	-$16M	14	3.2%	Reduced
548	Baupost Group Boston, Massachusetts	$76.6M	-$313M	2	1.28%	Reduced
549	GVI Green Valley Investors Wilmington, Delaware	$76.5M	$0	1	1.64%	Maintained
550	TU TDAM USA Toronto, Ontario, Canada	$76.1M	-$2.87M	9	3.88%	Reduced