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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	Riverbridge Partners Minneapolis, Minnesota	$109M	-$3.09M	6	2.19%	Reduced
552	Vaughan David Investments Peoria, Illinois	$108M	+$14.5M	4	5.59%	Increased
553	SW SVB Wealth Boston, Massachusetts	$108M	-$4.4M	15	4.29%	Reduced
554	SCM Stevens Capital Management Radnor, Pennsylvania	$107M	+$2.35M	21	4.08%	Increased
555	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$107M	+$6.17M	3	7.73%	Increased
556	ORIO Old Republic International (ORI) Chicago, Illinois	$107M	+$1.04M	4	3.69%	Increased
557	AL Airain Ltd St. Peter Port, Guernsey	$107M	+$19M	23	5.22%	Increased
558	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$107M	+$24.8M	33	1.81%	Increased
559	Tudor Investment Corp Stamford, Connecticut	$107M	+$7.61M	34	3.28%	Increased
560	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$104M	+$386K	7	9.76%	Increased
561	Cullen/Frost Bankers San Antonio, Texas	$104M	-$3.48M	12	3.56%	Reduced
562	CC Coastland Capital Palo Alto, California	$104M	+$16M	3	3.44%	Increased
563	OCMI Oaktop Capital Management II Chatham, New Jersey	$103M	$0	4	20.43%	Maintained
564	Gofen & Glossberg Chicago, Illinois	$103M	+$378K	12	4.05%	Increased
565	Daiwa Securities Group Tokyo, Japan	$103M	-$20.3M	27	0.65%	Reduced
566	GA Geneva Advisors Chicago, Illinois	$103M	-$1.45M	23	1.84%	Reduced
567	Jefferies Group New York	$103M	+$13.1M	42	0.77%	Increased
568	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$103M	+$10.6M	3	4.16%	Increased
569	Hancock Whitney Gulfport, Mississippi	$102M	-$13.2M	18	4.27%	Reduced
570	Park National Corp Newark, Ohio	$102M	-$2.63M	9	6.11%	Reduced
571	DP Dearborn Partners Chicago, Illinois	$101M	+$3.87M	7	7.89%	Increased
572	PWAG Polaris Wealth Advisory Group San Rafael, California	$101M	+$3.55M	6	11.03%	Increased
573	Becker Capital Management Portland, Oregon	$101M	+$6.85M	6	3.66%	Increased
574	Simplex Trading Chicago, Illinois	$101M	+$71.5M	54	4.35%	Increased
575	NC Northcape Capital Sydney, Australia	$100M	+$8.25M	3	29.53%	Increased