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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	Haverford Trust Company Radnor, Pennsylvania	$113M	+$3.06M	7	2.36%	Increased
577	DP Dearborn Partners Chicago, Illinois	$113M	-$960K	8	8.29%	Reduced
578	BOK Financial Tulsa, Oklahoma	$112M	+$3.62M	25	3.26%	Increased
579	MC Martin Currie Edinburgh, United Kingdom	$112M	+$15.5M	4	8.59%	Increased
580	Cullen/Frost Bankers San Antonio, Texas	$111M	-$161K	13	3.65%	Reduced
581	Samlyn Capital New York	$111M	-$8.66M	2	2.8%	Reduced
582	Highbridge Capital Management New York	$111M	+$28.9M	29	1.66%	Increased
583	AR Advisory Research Chicago, Illinois	$111M	+$2.24M	20	1.76%	Increased
584	Rubric Capital Management (New York) New York	$111M	+$59.8M	5	10.01%	Increased
585	CCP Clough Capital Partners Boston, Massachusetts	$111M	+$31.1M	4	7.4%	Increased
586	NC Northcape Capital Sydney, Australia	$110M	+$3.06M	2	30.34%	Increased
587	CRCP Copper Rock Capital Partners Boston, Massachusetts	$110M	-$4.02M	4	7.34%	Reduced
588	People's United Financial Bridgeport, Connecticut	$110M	+$1.73M	17	3.67%	Increased
589	Ferguson Wellman Capital Management Portland, Oregon	$110M	-$24.1M	14	3.96%	Reduced
590	PineBridge Investments New York	$110M	+$15.3M	42	2.64%	Increased
591	SH SeaTown Holdings Singapore	$110M	+$24.5M	3	7.93%	Increased
592	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$109M	-$3.02M	9	5.35%	Reduced
593	Andra AP-fonden Goteborg, Sweden	$109M	+$1.95M	22	2.56%	Increased
594	NAM NorthCoast Asset Management Greenwich, Connecticut	$109M	+$8.51M	14	12.82%	Increased
595	RNC Capital Management Los Angeles, California	$109M	-$33.2M	9	8.19%	Reduced
596	SI Sensato Investors San Francisco, California	$109M	-$12.4M	9	21.51%	Reduced
597	Banque Pictet & Cie Geneva 73, Switzerland	$108M	+$13.8M	11	2.45%	Increased
598	HL Financial Services Louisville, Kentucky	$108M	+$1.72M	23	2.09%	Increased
599	GAMA Graticule Asia Macro Advisors New York	$107M	+$86M	6	4.92%	Increased
600	Advisors Capital Management Ridgewood, New Jersey	$107M	+$1.26M	13	8.7%	Increased