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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	SCM Sirios Capital Management Boston, Massachusetts	$108M	+$58.5M	3	5.58%	Increased
577	Great Lakes Advisors Chicago, Illinois	$106M	-$12.9M	16	2.34%	Reduced
578	MWAC Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio	$106M	+$1.41M	11	5.85%	Increased
579	Scout Investments Kansas City, Missouri	$106M	-$819K	12	2.19%	Reduced
580	PIM Paradice Investment Management Denver, Colorado	$105M	+$44.6M	2	7.24%	Increased
581	SCH Sylebra Capital (HK) Hong Kong	$105M	$0	1	6.44%	Maintained
582	Whittier Trust South Pasadena, California	$104M	+$223K	35	3.24%	Increased
583	Viking Global Investors Stamford, Connecticut	$103M	+$93.5M	1	0.57%	Increased
584	NPIC Neumeier Poma Investment Counsel Carmel, California	$103M	+$24.7M	4	8.5%	Increased
585	Bridgewater Associates Westport, Connecticut	$102M	+$52.2M	10	1.06%	Increased
586	Seizert Capital Partners Birmingham, Michigan	$102M	+$14.8M	9	3.77%	Increased
587	AIC AWM Investment Company New York	$101M	-$7.11M	12	16.78%	Reduced
588	Rockefeller Capital Management New York	$101M	+$58.2M	26	1.54%	Increased
589	PWAG Polaris Wealth Advisory Group San Rafael, California	$101M	-$65.6M	20	6.98%	Reduced
590	Egerton Capital (UK) London, United Kingdom	$101M	-$12.2M	1	0.75%	Reduced
591	Bartlett & Co Wealth Management Cincinnati, Ohio	$100M	-$1.66M	16	3.77%	Reduced
592	Bartlett & Co Cincinnati, Ohio	$100M	-$1.66M	16	3.77%	Reduced
593	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$100M	+$7.88M	14	4.17%	Increased
594	CEP Chicago Equity Partners Chicago, Illinois	$100M	-$6.69M	25	2.94%	Reduced
595	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$100M	+$16.7M	7	3.37%	Increased
596	Wilmington Savings Fund Society Wilmington, Delaware	$99M	-$1.93M	15	5.21%	Reduced
597	SCM Stevens Capital Management Radnor, Pennsylvania	$99M	-$6.38M	23	3.62%	Reduced
598	DLPIC Davide Leone & Partners Investment Company London, United Kingdom	$98.6M	-$27.2M	1	11.23%	Reduced
599	WesBanco Bank Wheeling, West Virginia	$98.3M	-$3.54M	15	4.85%	Reduced
600	R.M. Davis Inc Portland, Maine	$98M	+$301K	6	3.56%	Increased