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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	Ferguson Wellman Capital Management Portland, Oregon	$171M	+$29.9M	13	4.46%	Increased
552	GD Grandfield & Dodd New York	$170M	-$1.97M	11	12.44%	Reduced
553	Alphinity Investment Management Sydney, Australia	$169M	-$582K	1	4.96%	Reduced
554	DCM Divisar Capital Management San Francisco, California	$168M	+$13.1M	11	40.95%	Increased
555	Maverick Capital Dallas, Texas	$167M	+$47.7M	15	3.96%	Increased
556	Brinker Capital Investments Berwyn, Pennsylvania	$167M	-$4.73M	54	3.32%	Reduced
557	Cornerstone Investment Partners Atlanta, Georgia	$167M	-$5.88M	15	10.71%	Reduced
558	Scout Investments Kansas City, Missouri	$166M	-$66.7M	15	3.4%	Reduced
559	UBS O'Connor Chicago, Illinois	$166M	-$10.5M	7	3.06%	Reduced
560	Wealthfront Advisers Palo Alto, California	$166M	+$27M	26	0.8%	Increased
561	Dai-ichi Life Insurance Company Tokyo, Japan	$165M	-$7.95M	23	3.82%	Reduced
562	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$164M	-$305K	20	3.22%	Reduced
563	FCI Financial Counselors Inc Overland Park, Kansas	$161M	+$6.06M	23	3.62%	Increased
564	Sit Investment Associates Minneapolis, Minnesota	$161M	-$7.12M	22	4.5%	Reduced
565	SAMH Shanda Asset Management Holdings Tortola,, British Virgin Islands	$160M	+$161M	2	8.73%	New
566	Profund Advisors Bethesda, Maryland	$159M	+$3.02M	50	10.34%	Increased
567	Vaughan David Investments Peoria, Illinois	$159M	+$1.86M	8	4.74%	Increased
568	Cantor Fitzgerald New York	$159M	-$2.83M	20	3.42%	Reduced
569	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$158M	+$9.76M	12	15.77%	Increased
570	SW SVB Wealth Boston, Massachusetts	$158M	-$1.18M	31	2.13%	Reduced
571	SVCF Silicon Valley Community Foundation Mountain View, California	$157M	+$118M	1	30.26%	Increased
572	Chartwell Investment Partners Berywn, Pennsylvania	$157M	-$1.56M	28	6.21%	Reduced
573	South Dakota Investment Council Sioux Falls, South Dakota	$157M	+$2.76M	28	3.51%	Increased
574	Altshuler Shaham Tel Aviv, Israel	$157M	-$240M	21	6.28%	Reduced
575	Clear Street New York	$157M	-$74M	5	1.98%	Reduced