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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	CC Cannell & Co New York	$91.2M	-$14.9M	9	3.99%	Reduced
577	DLPIC Davide Leone & Partners Investment Company London, United Kingdom	$91M	+$7.04M	1	8.86%	Increased
578	AIM Assured Investment Management New York	$90.9M	-$10M	33	2.58%	Reduced
579	Carmignac Gestion Paris, France	$90.5M	-$7.83M	1	1.37%	Reduced
580	HT HAP Trading New York	$89.9M	+$61.4M	9	5.66%	Increased
581	PP Paloma Partners Greenwich, Connecticut	$89.6M	+$19.4M	35	2.74%	Increased
582	GD Grandfield & Dodd New York	$89.2M	+$18.1M	8	10.56%	Increased
583	Associated Banc-Corp Green Bay, Wisconsin	$88.8M	-$1.59M	9	5.79%	Reduced
584	Hood River Capital Management Palm Beach Gardens, Florida	$88.6M	-$5.8M	7	5.22%	Reduced
585	TCTC Holdings Dallas, Texas	$88.4M	+$21.6M	5	4.93%	Increased
586	PCM Parsons Capital Management Providence, Rhode Island	$88.1M	+$2.19M	12	10.83%	Increased
587	DCM Daruma Capital Management New York	$88M	+$27.9M	5	11.72%	Increased
588	Silver Lake Group Menlo Park, California	$87.7M	-$382M	1	2.14%	Reduced
589	WesBanco Bank Wheeling, West Virginia	$87.5M	-$4.48M	14	5.21%	Reduced
590	OI Oakbrook Investments Lisle, Illinois	$87.2M	+$14.1M	23	5.92%	Increased
591	Meitav Investment House Bene-Beraq, Israel	$86.9M	-$8.81M	32	5.38%	Reduced
592	Flossbach Von Storch Cologne, Germany	$86.8M	+$7.32M	3	0.83%	Increased
593	Wilmington Savings Fund Society Wilmington, Delaware	$86.7M	+$502K	16	5.26%	Increased
594	AC Alleghany Corporation New York	$86.4M	$0	1	3.07%	Maintained
595	DAM DLD Asset Management New York	$85.3M	+$68.5M	1	5.85%	Increased
596	NPIC Neumeier Poma Investment Counsel Carmel, California	$85.1M	+$15.4M	5	8.07%	Increased
597	Cubist Systematic Strategies Stamford, Connecticut	$85M	+$23.3M	65	4.02%	Increased
598	LIM Lancaster Investment Management London, United Kingdom	$84.5M	+$85.6M	1	22.79%	New
599	Personal Capital Advisors Redwood City, California	$83.5M	+$7.75M	8	1.12%	Increased
600	SI Standard Investments New York	$83.4M	$0	1	9.36%	Maintained