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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	Mirae Asset Global Investments Seoul, South Korea	$77.1M	+$3.73M	13	2.55%	Increased
552	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$77M	+$1.84M	22	2.6%	Increased
553	Hodges Capital Management Dallas, Texas	$76.8M	+$13.8M	8	3.2%	Increased
554	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$76.8M	-$36M	16	1.9%	Reduced
555	Vaughan David Investments Peoria, Illinois	$76.6M	+$290K	3	4.61%	Increased
556	Crawford Investment Counsel Atlanta, Georgia	$76.3M	-$7.28M	6	3.36%	Reduced
557	FTCM Fir Tree Capital Management New York	$75.4M	-$299M	1	1.34%	Reduced
558	Sadoff Investment Management Milwaukee, Wisconsin	$75.1M	+$789K	4	8.64%	Increased
559	People's United Financial Bridgeport, Connecticut	$75M	-$11.3M	26	3.97%	Reduced
560	Stephens Investment Management Group Houston, Texas	$74.5M	-$5.56M	10	2.63%	Reduced
561	Beck Mack & Oliver New York	$74.4M	-$30.4M	4	2.54%	Reduced
562	Bridgewater Associates Westport, Connecticut	$74.4M	-$36.2M	10	0.96%	Reduced
563	Profund Advisors Bethesda, Maryland	$74.2M	+$18M	44	3.52%	Increased
564	AAM Ardevora Asset Management London, United Kingdom	$74M	+$35.2M	4	4.89%	Increased
565	CCM Cadence Capital Management Boston, Massachusetts	$73.8M	-$17.5M	16	4.96%	Reduced
566	Fiduciary Trust Boston, Massachusetts	$73.8M	-$3.97M	11	3.13%	Reduced
567	EA Euclid Advisors Hartford, Connecticut	$73.5M	+$38.6M	18	2.24%	Increased
568	FA Friess Associates Greenville, Delaware	$73.2M	+$4.79M	7	6.81%	Increased
569	Fenimore Asset Management Cobleskill, New York	$73.2M	-$5.06M	2	3.83%	Reduced
570	R.M. Davis Inc Portland, Maine	$73M	-$6.85M	5	3.74%	Reduced
571	Robeco Schweiz Zurich, Switzerland	$72.7M	+$12.1M	12	6.23%	Increased
572	KG Killen Group Berwyn, Pennsylvania	$72.4M	-$4.5M	7	7.48%	Reduced
573	SAS Sarbit Advisory Services Winnipeg, Manitoba, Canada	$71.9M	+$75M	1	10.7%	New
574	Lombard Odier Asset Management (USA) New York	$71.6M	+$32.3M	9	6.95%	Increased
575	British Airways Pensions Investment Management London, United Kingdom	$71.5M	+$34.6M	3	2.22%	Increased