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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	FI Focused Investors Los Angeles, California	$84M	-$6.58M	1	3.24%	Reduced
527	World Asset Management Detroit, Michigan	$83.4M	+$2.09M	31	3.16%	Increased
528	Laurion Capital Management New York	$83.1M	+$50.4M	19	0.77%	Increased
529	GGPE Golden Gate Private Equity San Francisco, California	$82.6M	+$83.9M	1	28.1%	New
530	WestEnd Advisors Charlotte, North Carolina	$82.1M	-$3.64M	1	4.02%	Reduced
531	CIBC Asset Management Toronto, Ontario, Canada	$81.9M	-$4.32M	23	0.67%	Reduced
532	QAM Quentec Asset Management New York	$80.6M	+$1.44M	11	14.18%	Increased
533	D.A. Davidson & Co Great Falls, Montana	$80.3M	-$506K	46	2.61%	Reduced
534	BB&T Securities Richmond, Virginia	$80.2M	-$7.2M	18	1.68%	Reduced
535	HM Payson & Co Portland, Maine	$80M	-$3.25M	5	4.11%	Reduced
536	PEAK6 Group Chicago, Illinois	$79.5M	-$23.5M	36	0.54%	Reduced
537	Ferguson Wellman Capital Management Portland, Oregon	$79.4M	+$1.4M	10	3.27%	Increased
538	EP Edinburgh Partners Edinburgh, United Kingdom	$79.2M	+$16.5M	2	8.56%	Increased
539	BHF Kleinwort Benson Group Brussels, Belgium	$79M	+$74.7M	10	1.81%	Increased
540	Livforsakringsbolaget Skandia Stockholm, Sweden	$79M	+$11.2M	23	3.72%	Increased
541	Gofen & Glossberg Chicago, Illinois	$79M	-$677K	11	3.43%	Reduced
542	Andra AP-fonden Goteborg, Sweden	$78.7M	-$3.36M	18	2.25%	Reduced
543	Janney Montgomery Scott Philadelphia, Pennsylvania	$78.6M	-$8.77M	26	2.03%	Reduced
544	Zacks Investment Management Chicago, Illinois	$78.6M	+$20.1M	10	2.57%	Increased
545	Zurich Insurance Group Zurich, Switzerland	$78.4M	+$58.4M	8	2.81%	Increased
546	Hancock Whitney Gulfport, Mississippi	$78.3M	-$1.08M	14	3.28%	Reduced
547	Wilmington Savings Fund Society Wilmington, Delaware	$78.1M	+$24.8K	14	4.89%	Increased
548	GVI Green Valley Investors Wilmington, Delaware	$78.1M	$0	1	1.6%	Maintained
549	Crosslink Capital Menlo Park, California	$78M	-$10.1M	7	11.27%	Reduced
550	DL Delta Lloyd Amsterdam, Netherlands	$77.4M	-$14.2M	17	2.67%	Reduced