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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
576	Cullen/Frost Bankers San Antonio, Texas	$61M	+$61.7M	11	3.2%	New
577	PIA Piedmont Investment Advisors Durham, North Carolina	$60.6M	+$62.4M	11	2.72%	New
578	Fuller & Thaler Asset Management San Mateo, California	$60.3M	+$59.9M	19	4.23%	New
579	Davenport & Co Richmond, Virginia	$60M	+$61.1M	6	1.32%	New
580	SC SRB Corp Boston, Massachusetts	$59.9M	+$58.4M	1	13.83%	New
581	WesBanco Bank Wheeling, West Virginia	$59.8M	+$60.4M	12	3.91%	New
582	PAR Capital Management Boston, Massachusetts	$59.3M	+$56.3M	2	1.67%	New
583	Park National Corp Newark, Ohio	$59.3M	+$59M	8	4.79%	New
584	Vaughan David Investments Peoria, Illinois	$59.1M	+$58.9M	3	4.18%	New
585	FIG Fortress Investment Group New York	$58.6M	+$53.5M	5	1.46%	New
586	KAM Keeley Asset Management Chicago, Illinois	$58.4M	+$56.6M	3	1.16%	New
587	Tokio Marine Asset Management Tokyo, Japan	$58.3M	+$57.8M	20	3.69%	New
588	Soros Fund Management New York	$58.2M	+$50.9M	5	0.63%	New
589	Associated Banc-Corp Green Bay, Wisconsin	$57.9M	+$58M	8	4.76%	New
590	Apex Capital Management Dayton, Ohio	$57.4M	+$56.7M	7	2.79%	New
591	Causeway Capital Management Los Angeles, California	$57.2M	+$61.6M	4	6.03%	New
592	DC Deere & Company Moline, Illinois	$57.1M	+$56.7M	33	3.48%	New
593	RNC Capital Management Los Angeles, California	$57M	+$55.5M	4	6.02%	New
594	Zurich Cantonal Bank Zurich, Switzerland	$56.8M	+$56.2M	22	1.99%	New
595	RGI River Global Investors London, United Kingdom	$56.6M	+$57.6M	4	9.16%	New
596	HM Payson & Co Portland, Maine	$55.9M	+$55M	4	3.36%	New
597	ERM Elm Ridge Management Briarcliff Manor, New York	$55.8M	+$55.7M	3	6.58%	New
598	ALA Atherton Lane Advisers Menlo Park, California	$55.5M	+$55.3M	6	4.06%	New
599	Mizuho Securities USA New York	$55.4M	+$55M	12	2.74%	New
600	First National Bank of Omaha Omaha, Nebraska	$55.4M	+$55.7M	8	4.7%	New