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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	CEP Chicago Equity Partners Chicago, Illinois	$100M	-$30.7M	21	2.87%	Reduced
577	CRCP Copper Rock Capital Partners Boston, Massachusetts	$100M	-$7.33M	4	6.32%	Reduced
578	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$99.9M	+$17.4M	9	4.57%	Increased
579	WesBanco Bank Wheeling, West Virginia	$99.5M	-$2.84M	14	5.51%	Reduced
580	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$99.5M	+$719K	6	2.14%	Increased
581	AR Advisory Research Chicago, Illinois	$99.2M	+$15.7M	18	1.46%	Increased
582	MWAC Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio	$99.1M	+$13.7M	12	7.13%	Increased
583	SCM Snow Capital Management Sewickley, Pennsylvania	$99.1M	-$4.43M	4	4.63%	Reduced
584	RCM Riverhead Capital Management Wilmington, Delaware	$99.1M	+$7.48M	53	5.45%	Increased
585	MVP Miller Value Partners Sarasota, Florida	$98.5M	+$4.17M	1	4.33%	Increased
586	Andra AP-fonden Goteborg, Sweden	$98.4M	+$1.72M	20	2.31%	Increased
587	FI Focused Investors Los Angeles, California	$98.2M	-$605K	1	3.55%	Reduced
588	Haverford Trust Company Radnor, Pennsylvania	$97M	+$7.72M	7	2.21%	Increased
589	Edmond de Rothschild Holding Chambesy, Switzerland	$96.4M	-$28.4M	26	2.56%	Reduced
590	TU TDAM USA Toronto, Ontario, Canada	$95.3M	+$4.28M	10	4.82%	Increased
591	Cookson Peirce & Co Pittsburgh, Pennsylvania	$95.1M	-$2.39M	14	11.53%	Reduced
592	CFM Coronation Fund Managers Cape Town, South Africa	$95M	-$1.46M	2	3.29%	Reduced
593	Advisors Capital Management Ridgewood, New Jersey	$94.7M	+$9.64M	11	8.16%	Increased
594	People's United Financial Bridgeport, Connecticut	$94.2M	-$2.87M	29	3.28%	Reduced
595	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$94.2M	-$14.8M	18	3.71%	Reduced
596	DSM Capital Partners Palm Beach Gardens, Florida	$94M	-$48.1M	1	1.53%	Reduced
597	Fiduciary Trust Boston, Massachusetts	$92.8M	-$2.37M	14	2.84%	Reduced
598	R.M. Davis Inc Portland, Maine	$92.7M	-$3.32M	7	4.19%	Reduced
599	SAM Securian Asset Management St Paul, Minnesota	$92.6M	+$804K	29	2.48%	Increased
600	Brandes Investment Partners La Jolla, California	$92.6M	-$108M	3	1.37%	Reduced