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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
601	O'Shaughnessy Asset Management Stamford, Connecticut	$55.3M	+$54.1M	14	1.48%	New
602	HCS Harvest Capital Strategies San Francisco, California	$55.3M	+$52.3M	9	4.7%	New
603	Cohen & Steers New York	$54.8M	+$55.9M	4	0.17%	New
604	Everett Harris & Co Los Angeles, California	$54.5M	+$56.8M	4	2.27%	New
605	R.M. Davis Inc Portland, Maine	$54.1M	+$54.9M	5	3.86%	New
606	Daiwa Securities Group Tokyo, Japan	$53.7M	+$53.1M	23	0.41%	New
607	CAM Contour Asset Management New York	$53.6M	+$51.6M	2	3.73%	New
608	Wilmington Trust National Association Wilmington, Delaware	$53.5M	+$53.4M	12	2.32%	New
609	PDM Penn Davis McFarland Dallas, Texas	$53.3M	+$55.7M	1	12.63%	New
610	Raymond James Financial Services Advisors St. Petersburg, Florida	$53.2M	+$52.8M	17	1.56%	New
611	DCM DLS Capital Management Bannockburn, Illinois	$53.1M	+$45.7M	4	28.98%	New
612	JAT Capital Management LP (Connecticut) Greenwich, Connecticut	$53M	+$44.7M	2	2.12%	New
613	CCP Clough Capital Partners Boston, Massachusetts	$52.9M	+$46M	4	1.77%	New
614	SG Swarthmore Group Philadelphia, Pennsylvania	$52.7M	+$54M	2	6.67%	New
615	HCMT Highland Capital Management (Texas) Dallas, Texas	$52.7M	+$49.4M	6	4.04%	New
616	IAM Impax Asset Management Portsmouth, New Hampshire	$52.6M	+$53.1M	9	3.56%	New
617	PCM Parsons Capital Management Providence, Rhode Island	$52.5M	+$52.1M	3	9.01%	New
618	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$52M	+$54.1M	3	3.72%	New
619	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$51.9M	+$51.3M	3	3.39%	New
620	CC Cannell & Co New York	$51.6M	+$50.9M	3	3.01%	New
621	HP Holowesko Partners Nassau, Bahamas	$51.2M	+$52.3M	2	4.17%	New
622	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$51.2M	+$52.1M	7	3.08%	New
623	Norinchukin Bank Tokyo, Japan	$50.9M	+$50.8M	15	1.54%	New
624	Picton Mahoney Asset Management Toronto, Ontario, Canada	$50.6M	+$48.9M	11	3.75%	New
625	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$49.8M	+$47.6M	6	1.22%	New