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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	SAS Sarbit Advisory Services Winnipeg, Manitoba, Canada	$81.1M	+$7.12M	1	13.75%	Increased
552	MC Montag & Caldwell Atlanta, Georgia	$80.8M	+$75.7M	3	1.48%	Increased
553	Dana Investment Advisors Waukesha, Wisconsin	$80.7M	+$45.9M	7	3.64%	Increased
554	Confluence Investment Management St. Louis, Missouri	$80.6M	+$2.91M	3	2.41%	Increased
555	Zurich Insurance Group Zurich, Switzerland	$80.3M	-$980K	10	2.86%	Reduced
556	CEP Chicago Equity Partners Chicago, Illinois	$79.7M	-$8.47M	17	2.33%	Reduced
557	GVI Green Valley Investors Wilmington, Delaware	$79.4M	-$6.39M	1	1.94%	Reduced
558	Andra AP-fonden Goteborg, Sweden	$79.3M	-$2.4M	19	2.08%	Reduced
559	KI Kalmar Investments Greenville, Delaware	$78.3M	-$16.2M	6	3.21%	Reduced
560	WesBanco Bank Wheeling, West Virginia	$78.3M	-$10.6M	14	4.65%	Reduced
561	OMC Oak Management Corp Wilton, Connecticut	$78.2M	$0	1	23.93%	Maintained
562	Crawford Investment Counsel Atlanta, Georgia	$78.2M	-$1.64M	6	3.28%	Reduced
563	DP Dearborn Partners Chicago, Illinois	$77.6M	+$2.82M	7	7.22%	Increased
564	abrdn Investment Management Edinburgh, United Kingdom	$77.5M	-$520M	2	0.35%	Reduced
565	SIM Sadoff Investment Management Milwaukee, Wisconsin	$77.4M	-$362K	4	9.37%	Reduced
566	R.M. Davis Inc Portland, Maine	$77.3M	-$67.1K	5	3.94%	Reduced
567	CCM Cadence Capital Management Boston, Massachusetts	$77.3M	-$51.1K	21	5.44%	Reduced
568	Vaughan David Investments Peoria, Illinois	$77.3M	-$834K	3	4.4%	Reduced
569	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$77.2M	-$31.2M	1	2.87%	Reduced
570	Ariel Investments Chicago, Illinois	$77M	+$22.3M	3	0.93%	Increased
571	PRA Parametric Risk Advisors Westport, Connecticut	$76.8M	+$30M	9	5.21%	Increased
572	FA Friess Associates Greenville, Delaware	$76.7M	-$3.83M	8	7.67%	Reduced
573	Mirae Asset Global Investments Seoul, South Korea	$76.2M	-$3.15M	13	2.07%	Reduced
574	CC Crosslink Capital Menlo Park, California	$76M	-$3.61M	5	12.62%	Reduced
575	OAM Oxford Asset Management Oxford, United Kingdom	$76M	-$37.1M	21	2.17%	Reduced