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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	RP Regal Partners Sydney, NSW, Australia	$102M	+$1.38M	1	8.72%	Increased
577	Haverford Trust Company Radnor, Pennsylvania	$101M	-$46.5M	6	1.77%	Reduced
578	Eventide Asset Management Boston, Massachusetts	$101M	+$3.1M	6	3.33%	Increased
579	Gates Capital Management New York	$100M	+$29.9M	1	4.35%	Increased
580	WAM World Asset Management Detroit, Michigan	$100M	+$684K	40	4.84%	Increased
581	Carmignac Gestion Paris, France	$99.9M	-$100M	2	1.26%	Reduced
582	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$99.8M	+$6.51M	58	1.45%	Increased
583	AI Atom Investors Austin, Texas	$99.7M	+$52.9M	8	6.81%	Increased
584	TCTC Holdings Dallas, Texas	$99.5M	-$1.98M	6	5.22%	Reduced
585	LM Luminus Management Houston, Texas	$99.1M	-$72.8M	3	2.87%	Reduced
586	F.L. Putnam Investment Management Lynnfield, Massachusetts	$98.9M	-$16M	10	6.96%	Reduced
587	People's United Financial Bridgeport, Connecticut	$97.9M	-$3.62M	27	2.78%	Reduced
588	WIC Willis Investment Counsel Gainesville, Georgia	$97.8M	-$1.98M	3	6.55%	Reduced
589	Banco Santander Madrid, Spain	$97.8M	+$35.5M	13	0.95%	Increased
590	HAM Harber Asset Management Asheville, North Carolina	$96.2M	-$8.04M	9	27.13%	Reduced
591	Rathbones Group Liverpool, United Kingdom	$95.5M	-$941K	9	2.71%	Reduced
592	RNC Capital Management Los Angeles, California	$95.4M	+$7.47M	12	6.78%	Increased
593	SGA Strategic Global Advisors Newport Beach, California	$95.3M	-$1.65M	8	21.52%	Reduced
594	Silver Lake Group Menlo Park, California	$95.2M	$0	1	2.3%	Maintained
595	DCM Divisar Capital Management San Francisco, California	$94.1M	-$15.4M	10	31.29%	Reduced
596	Walleye Trading New York	$93.9M	+$20M	35	0.8%	Increased
597	VIP Vantage Investment Partners Kansas City, Missouri	$93.7M	+$26.2K	5	9.74%	Increased
598	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$93.6M	-$12.5M	21	3.91%	Reduced
599	Copeland Capital Management Conshohocken, Pennsylvania	$93.1M	-$6.96M	10	4.79%	Reduced
600	Intermede Investment Partners London, United Kingdom	$93.1M	-$1.02M	1	5.17%	Reduced