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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	Riverbridge Partners Minneapolis, Minnesota	$110M	-$33.1M	6	2.3%	Reduced
527	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$110M	+$30.1M	6	4.17%	Increased
528	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$110M	+$972K	28	2.16%	Increased
529	Ferguson Wellman Capital Management Portland, Oregon	$109M	+$1.9M	10	4.45%	Increased
530	Fort Washington Investment Advisors Cincinnati, Ohio	$108M	+$5.13M	11	1.81%	Increased
531	Samlyn Capital New York	$108M	-$81.6M	2	2.45%	Reduced
532	MUFG Americas New York	$108M	-$616K	26	3.58%	Reduced
533	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$108M	+$156K	15	2.4%	Increased
534	ORIO Old Republic International (ORI) Chicago, Illinois	$108M	$0	4	3.86%	Maintained
535	Seizert Capital Partners Birmingham, Michigan	$107M	-$15.1M	11	3.81%	Reduced
536	GA Glenhill Advisors New York	$107M	+$54.3M	2	7.55%	Increased
537	MCM McKinley Capital Management Anchorage, Alaska	$106M	-$28.6M	20	4.18%	Reduced
538	HP Holowesko Partners Nassau, Bahamas	$106M	+$5.92M	3	7.42%	Increased
539	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$106M	-$177M	6	2.39%	Reduced
540	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$105M	+$18.1M	15	7.27%	Increased
541	CIM Calvert Investment Management Bethesda, Maryland	$105M	-$608K	26	3.91%	Reduced
542	MPMG Minneapolis Portfolio Management Group Wayzata, Minnesota	$104M	-$7.5M	3	18.09%	Reduced
543	CCM Criterion Capital Management San Francisco, California	$104M	-$52M	4	4.25%	Reduced
544	Hamlin Capital Management New York	$104M	+$277K	2	4.66%	Increased
545	PP PDT Partners New York	$104M	+$6.34M	18	6.81%	Increased
546	Hancock Whitney Gulfport, Mississippi	$104M	-$422K	20	3.86%	Reduced
547	SW SVB Wealth Boston, Massachusetts	$103M	-$7.14M	13	4.28%	Reduced
548	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$102M	+$20M	18	4.32%	Increased
549	Nicholas Company Milwaukee, Wisconsin	$101M	-$1.87M	4	2.25%	Reduced
550	DP Dearborn Partners Chicago, Illinois	$100M	+$485K	6	8.38%	Increased