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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	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$179M	+$9.88M	33	9.17%	Increased
527	Nomura Holdings Tokyo, Japan	$179M	-$5.84M	35	0.62%	Reduced
528	CP Coho Partners Berwyn, Pennsylvania	$179M	-$9.81M	3	3.34%	Reduced
529	Bartlett & Co Cincinnati, Ohio	$179M	+$5.8M	34	3.62%	Increased
530	Bartlett & Co Wealth Management Cincinnati, Ohio	$179M	+$5.8M	34	3.62%	Increased
531	ACM Analog Century Management New York	$178M	-$32.2M	16	96.65%	Reduced
532	Steward Partners Investment Advisory New York	$178M	-$351K	71	3.26%	Reduced
533	Dai-ichi Life Insurance Company Tokyo, Japan	$177M	-$35.2M	23	3.94%	Reduced
534	Oaktree Capital Management Los Angeles, California	$175M	$0	5	2.04%	Maintained
535	Riverbridge Partners Minneapolis, Minnesota	$174M	-$57M	6	2.79%	Reduced
536	SAM Securian Asset Management St Paul, Minnesota	$174M	+$142K	42	4.17%	Increased
537	VF Virtu Financial New York	$173M	+$117M	31	14.71%	Increased
538	Profund Advisors Bethesda, Maryland	$173M	-$44.8M	47	10.97%	Reduced
539	Cetera Advisor Networks El Segundo, California	$173M	+$17.4M	40	2.21%	Increased
540	Pacer Advisors Malvern, Pennsylvania	$172M	-$110M	51	1.28%	Reduced
541	Hood River Capital Management Palm Beach Gardens, Florida	$172M	-$76.6M	10	6.83%	Reduced
542	Maryland State Retirement & Pension System Baltimore, Maryland	$171M	+$12.4M	53	5.52%	Increased
543	Verition Fund Management Greenwich, Connecticut	$170M	+$13.3M	57	3.36%	Increased
544	MMC Mizuho Markets Cayman Grand Cayman, Cayman Islands	$170M	-$51.9M	8	18.8%	Reduced
545	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$169M	-$2.45M	15	6.75%	Reduced
546	PRO Pensioenfonds Rail & OV Utrecht, Netherlands	$168M	-$108M	3	6.06%	Reduced
547	Brinker Capital Investments Berwyn, Pennsylvania	$168M	-$4.82M	59	3.19%	Reduced
548	CIP Champlain Investment Partners Burlington, Vermont	$168M	+$6.16M	1	1.09%	Increased
549	Scout Investments Kansas City, Missouri	$168M	+$28.5M	16	3.32%	Increased
550	Kennedy Capital Management St Louis, Missouri	$166M	-$2.54M	29	4.65%	Reduced