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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	Rockefeller Financial Services New York	$85.7M	-$3.31M	10	1.91%	Reduced
577	Cullen/Frost Bankers San Antonio, Texas	$85.6M	+$1.18M	12	3.46%	Increased
578	SI Standard Investments New York	$85.5M	+$1.89M	5	4.56%	Increased
579	GC GW Capital Bellevue, Washington	$85.5M	-$743K	3	3.63%	Reduced
580	JCM Janney Capital Management Pittsburgh, Pennsylvania	$84.6M	-$14.2M	7	5.11%	Reduced
581	HHC Hutchin Hill Capital New York	$84.4M	+$54.4M	19	3.19%	Increased
582	AWMDMG Austin W. Marxe & David M. Greenhouse New York	$83.9M	-$9.31M	11	11.45%	Reduced
583	RIG Roosevelt Investment Group New York	$83.8M	-$30.8M	4	4.46%	Reduced
584	DCM Daruma Capital Management New York	$83.4M	-$1.7M	4	3.66%	Reduced
585	OA Oak Associates Akron, Ohio	$82.6M	-$1.3M	14	10.17%	Reduced
586	Driehaus Capital Management Chicago, Illinois	$82.5M	+$831K	14	3.15%	Increased
587	LCM Logan Capital Management Newtown Square, Pennsylvania	$82.5M	-$1M	7	5.91%	Reduced
588	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$82.5M	+$7.1M	4	10.56%	Increased
589	SCM Stevens Capital Management Radnor, Pennsylvania	$82.4M	-$50.5M	21	2.48%	Reduced
590	Fiduciary Trust Boston, Massachusetts	$82.4M	-$617K	11	3.63%	Reduced
591	Park National Corp Newark, Ohio	$81.4M	-$1.45M	8	5.92%	Reduced
592	Janney Montgomery Scott Philadelphia, Pennsylvania	$81.3M	+$5.74M	27	1.69%	Increased
593	Davenport & Co Richmond, Virginia	$80.8M	-$280K	10	1.41%	Reduced
594	Paradigm Capital Management Inc Albany, New York	$80.6M	+$6.9M	10	6.71%	Increased
595	NI Nuance Investments Kansas City, Missouri	$80.4M	+$3.48M	2	8.12%	Increased
596	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$80.3M	-$7.85M	20	2.46%	Reduced
597	R.M. Davis Inc Portland, Maine	$80.2M	+$2.2M	5	4.61%	Increased
598	BUB BBVA USA Bancshares Houston, Texas	$80M	-$17.9M	14	3.56%	Reduced
599	Cohen & Steers New York	$79.7M	-$27.9M	5	0.24%	Reduced
600	ALA Atherton Lane Advisers Menlo Park, California	$79.3M	-$851K	5	4.52%	Reduced