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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
551	VVP Vulcan Value Partners Birmingham, Alabama	$67M	+$69.9M	1	2.94%	New
552	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$66.9M	+$67.8M	4	10.82%	New
553	BOK Financial Tulsa, Oklahoma	$66.7M	+$66.2M	23	2.52%	New
554	Fiduciary Trust Boston, Massachusetts	$66.2M	+$66.4M	10	3.07%	New
555	ELC Edgar Lomax Company Kingstowne, Virginia	$65.8M	+$64.2M	1	5.12%	New
556	SCM Snow Capital Management Sewickley, Pennsylvania	$65.6M	+$66M	4	3.03%	New
557	GAI General American Investors New York	$65.5M	+$66.4M	2	5.96%	New
558	GLG Inc New York	$65M	+$65.2M	12	1.59%	New
559	Zevenbergen Capital Investments Edmonds, Washington	$65M	+$67.9M	1	2.63%	New
560	MVP Miller Value Partners Sarasota, Florida	$64.8M	+$63.4M	4	4.45%	New
561	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$64.3M	+$62.8M	6	2.54%	New
562	Bartlett & Co Cincinnati, Ohio	$64M	+$64.7M	12	3.53%	New
563	M&T Bank Buffalo, New York	$63.9M	+$63.9M	23	3.1%	New
564	JCM Janney Capital Management Pittsburgh, Pennsylvania	$63.3M	+$63.1M	7	6.23%	New
565	FQ First Quadrant Glendale, California	$62.7M	+$61M	20	1.68%	New
566	BUB BBVA USA Bancshares Houston, Texas	$62.7M	+$62.1M	13	3.18%	New
567	SM Senvest Management New York	$62.6M	+$53.2M	9	8.09%	New
568	SIM Sadoff Investment Management Milwaukee, Wisconsin	$62.1M	+$61.5M	4	11.3%	New
569	Needham Investment Management New York	$61.9M	+$58.6M	14	14.45%	New
570	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$61.7M	+$60.7M	26	2.41%	New
571	People's United Financial Bridgeport, Connecticut	$61.3M	+$61.4M	20	3.98%	New
572	Gofen & Glossberg Chicago, Illinois	$61.3M	+$62.6M	9	3.32%	New
573	Corvex Management New York	$61.1M	+$63.8M	1	1.15%	New
574	CPA Cowen Prime Advisors New York	$61.1M	+$57.7M	10	25.46%	New
575	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$61.1M	+$62.6M	3	1.19%	New