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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	GAI General American Investors New York	$92.2M	-$7.15M	3	7.49%	Reduced
552	People's United Financial Bridgeport, Connecticut	$92.1M	+$9.18M	22	4.91%	Increased
553	Martingale Asset Management Boston, Massachusetts	$91.9M	+$23M	18	2.88%	Increased
554	DnB Asset Management Oslo, Norway	$91.6M	+$88.1M	18	1.94%	New
555	Stephens Investment Management Group Houston, Texas	$91.4M	+$2.39M	9	2.81%	Increased
556	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$91.2M	+$73.1M	4	1.7%	Increased
557	TGCM Tukman Grossman Capital Management Larkspur, California	$90.8M	-$15M	1	4.4%	Reduced
558	BPBT Boston Private Bank & Trust Boston, Massachusetts	$90.8M	+$849K	25	4.4%	Increased
559	SIC Schwartz Investment Counsel Plymouth, Michigan	$90.5M	+$4.7M	6	6.41%	Increased
560	Great Lakes Advisors Chicago, Illinois	$90.4M	-$1.11M	6	3.72%	Reduced
561	GVI Green Valley Investors Wilmington, Delaware	$90M	$0	1	2.09%	Maintained
562	United Capital Financial Advisors Irving, Texas	$89.4M	+$14.7M	14	1.66%	Increased
563	DAC Dividend Assets Capital Ridgeland, South Carolina	$88.8M	-$276K	3	2.37%	Reduced
564	CC Crosslink Capital Menlo Park, California	$88.5M	-$13.6M	6	9.1%	Reduced
565	CCM Cadence Capital Management Boston, Massachusetts	$88.4M	-$7.48M	16	4.24%	Reduced
566	Vontobel Asset Management New York	$87.9M	+$253K	1	0.89%	Increased
567	ARTA A.R.T. Advisors New York	$87.7M	+$26.2M	35	4.57%	Increased
568	OAMG Odey Asset Management Group London, United Kingdom	$87.7M	+$67.8M	2	2.28%	Increased
569	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$87.5M	-$15.5M	17	2.58%	Reduced
570	JHC JFB Holdings Corp Atlanta, Georgia	$87.3M	+$4.16M	1	2.37%	Increased
571	Cullen/Frost Bankers San Antonio, Texas	$86.6M	+$1.17M	12	3.5%	Increased
572	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$86.2M	-$18.4M	20	2.46%	Reduced
573	ELC Edgar Lomax Company Kingstowne, Virginia	$86.1M	+$60.6K	2	6.09%	Increased
574	OI Oakbrook Investments Lisle, Illinois	$85.8M	-$13.1M	15	2.59%	Reduced
575	Jefferies Group New York	$85.7M	+$16.6M	35	0.72%	Increased