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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	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$86.9M	+$4.41M	3	4.03%	Increased
577	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$86.7M	+$549K	6	9.92%	Increased
578	WesBanco Bank Wheeling, West Virginia	$86.7M	-$3.32M	14	5.12%	Reduced
579	QIM Quantitative Investment Management Charlottesville, Virginia	$86.4M	+$7.38M	27	2.85%	Increased
580	MAI Marble Arch Investments New York	$85.8M	$0	1	5.77%	Maintained
581	CC Cannell & Co New York	$85.8M	+$18.5M	4	3.12%	Increased
582	Virtu KCG Holdings New York	$85.1M	+$12.9M	69	2.02%	Increased
583	Soros Fund Management New York	$84.9M	+$7.28M	7	2.12%	Increased
584	PP PDT Partners New York	$84.9M	+$22.6M	18	4.97%	Increased
585	NMC Nine Masts Capital Central, Hong Kong	$84.6M	+$8.83M	3	16.99%	Increased
586	PWAG Polaris Wealth Advisory Group San Rafael, California	$84.4M	+$50.8M	6	10.09%	Increased
587	SRFM Shannon River Fund Management New York	$84M	-$2.96M	4	23.41%	Reduced
588	Cookson Peirce & Co Pittsburgh, Pennsylvania	$83.7M	+$11.5M	11	11.81%	Increased
589	QF QVT Financial New York	$83.4M	+$14.1M	4	3.14%	Increased
590	Beck Mack & Oliver New York	$83.4M	-$5.18M	3	3.01%	Reduced
591	Markel Group Glen Allen, Virginia	$82.6M	+$16.5M	4	2.13%	Increased
592	CCP Clough Capital Partners Boston, Massachusetts	$82.3M	-$39.2M	6	4.29%	Reduced
593	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$81.6M	+$43.7M	4	2.36%	Increased
594	HSA Hussman Strategic Advisors Ellicott City, Maryland	$81.4M	+$30.7M	13	13.43%	Increased
595	Jane Street New York	$81.3M	+$9.57M	44	0.39%	Increased
596	CC Crosslink Capital Menlo Park, California	$81.3M	+$6.49M	6	14.65%	Increased
597	SAM Securian Asset Management St Paul, Minnesota	$81.1M	+$2.27M	28	2.19%	Increased
598	Wilmington Savings Fund Society Wilmington, Delaware	$80.4M	-$14.3M	15	5.06%	Reduced
599	TPCM Tide Point Capital Management Old Greenwich, Connecticut	$80.3M	-$4.1M	2	4.4%	Reduced
600	Walleye Trading New York	$80.3M	+$21.5M	45	0.52%	Increased