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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	$91.1M	+$2.78M	16	5.2%	Increased
577	PIP Permian Investment Partners Dallas, Texas	$90.8M	+$26.9M	1	13.73%	Increased
578	Fiduciary Trust Boston, Massachusetts	$90.5M	-$4.92M	13	2.93%	Reduced
579	Tudor Investment Corp Stamford, Connecticut	$90.3M	+$38.9M	35	2.33%	Increased
580	Obermeyer Wealth Partners Aspen, Colorado	$90.2M	-$1.63M	4	8.63%	Reduced
581	Bartlett & Co Cincinnati, Ohio	$89.8M	+$2.25M	14	4.24%	Increased
582	Vaughan David Investments Peoria, Illinois	$89.2M	+$1.65M	4	4.76%	Increased
583	OCMI Oaktop Capital Management II Chatham, New Jersey	$88.8M	+$30.6M	4	19.41%	Increased
584	Robeco Schweiz Zurich, Switzerland	$88.8M	+$9.44M	14	8.17%	Increased
585	Folketrygdfondet Oslo Norway, Norway	$88.4M	$0	1	2.54%	Maintained
586	CFM Coronation Fund Managers Cape Town, South Africa	$88.3M	+$23.3M	3	3.24%	Increased
587	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$88.2M	+$33.5M	2	6.4%	Increased
588	ECP Elk Creek Partners Denver, Colorado	$88.1M	-$5.28M	4	5.95%	Reduced
589	PWAG Polaris Wealth Advisory Group San Rafael, California	$87.8M	-$10.9M	6	10.17%	Reduced
590	Cookson Peirce & Co Pittsburgh, Pennsylvania	$87.8M	-$9.27M	11	12.14%	Reduced
591	PointState Capital New York	$87.5M	-$442M	1	1.26%	Reduced
592	CCM Cadence Capital Management Boston, Massachusetts	$87.3M	+$10.3M	25	6.11%	Increased
593	Andra AP-fonden Goteborg, Sweden	$86.9M	-$15.6M	19	2.38%	Reduced
594	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$86.8M	-$39.3M	15	0.91%	Reduced
595	Eventide Asset Management Boston, Massachusetts	$86.7M	-$16.3M	4	5.64%	Reduced
596	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$86.4M	+$359K	2	3.46%	Increased
597	TU TDAM USA Toronto, Ontario, Canada	$86.4M	-$34.2M	9	4.54%	Reduced
598	CC Crosslink Capital Menlo Park, California	$86.2M	+$2.77M	6	13.82%	Increased
599	Egerton Capital (UK) London, United Kingdom	$86.2M	-$107M	1	1.05%	Reduced
600	Meag Munich Ergo Munich, Germany	$86.1M	+$27.2M	8	4.01%	Increased