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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	WesBanco Bank Wheeling, West Virginia	$84.3M	+$572K	16	4.69%	Increased
577	GCM Greywolf Capital Management Purchase, New York	$84.3M	$0	1	12.74%	Maintained
578	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$84M	-$3.93M	2	2.58%	Reduced
579	BAMCO Inc New York	$83.7M	+$612K	5	0.33%	Increased
580	DL Delta Lloyd Amsterdam, Netherlands	$83.5M	+$47.4M	21	2.6%	Increased
581	JCG JHL Capital Group Chicago, Illinois	$83.3M	+$89.4M	2	6.23%	New
582	Wilmington Savings Fund Society Wilmington, Delaware	$83.2M	-$2.14M	13	4.83%	Reduced
583	R.M. Davis Inc Portland, Maine	$83.1M	+$2.04M	5	4.29%	Increased
584	TAM Taylor Asset Management Toronto, Ontario, Canada	$82.7M	+$37.6M	2	15.08%	Increased
585	Park National Corp Newark, Ohio	$82.7M	+$494K	8	5.66%	Increased
586	Crawford Investment Counsel Atlanta, Georgia	$82.5M	-$6.24M	5	3.13%	Reduced
587	RCMC Rubric Capital Management (Connecticut) Stamford, Connecticut	$82.2M	-$22.2M	3	4.68%	Reduced
588	GVI Green Valley Investors Wilmington, Delaware	$82.1M	$0	1	1.58%	Maintained
589	CIBC World Market Toronto, Ontario, Canada	$82M	+$1.17M	23	0.36%	Increased
590	ACR Alpine Capital Research St. Louis, Missouri	$81.8M	+$9.76M	1	10.22%	Increased
591	DILH Dai-ichi Life Holdings Tokyo, Japan	$81.3M	-$18.7M	22	2.43%	Reduced
592	Van Berkom & Associates Montreal, Quebec, Canada	$81.1M	-$259K	3	3.84%	Reduced
593	Folketrygdfondet Oslo Norway, Norway	$80.9M	$0	1	2.17%	Maintained
594	Everett Harris & Co Los Angeles, California	$80.9M	-$14.3M	5	2.84%	Reduced
595	JCM Janney Capital Management Pittsburgh, Pennsylvania	$80.7M	+$879K	6	3.45%	Increased
596	WAM World Asset Management Detroit, Michigan	$80.5M	-$10.7M	29	3.17%	Reduced
597	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$79.6M	+$7.29M	10	4.71%	Increased
598	ACP Ashfield Capital Partners San Francisco, California	$79.5M	-$1.03M	9	4.36%	Reduced
599	Cincinnati Financial Corp Fairfield, Ohio	$79.4M	$0	2	4.96%	Maintained
600	Profund Advisors Bethesda, Maryland	$79M	-$54M	45	3.27%	Reduced