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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	Janney Capital Management Pittsburgh, Pennsylvania	$84.3M	-$3.21M	6	2.82%	Reduced
602	Laurion Capital Management New York	$84.1M	+$52.5M	9	1.64%	Increased
603	BAMCO Inc New York	$84M	+$5.1M	5	0.32%	Increased
604	WI WBI Investments Red Bank, New Jersey	$83.9M	+$12.7M	6	1.99%	Increased
605	CIBC World Market Toronto, Ontario, Canada	$83.6M	+$4.21M	17	0.34%	Increased
606	Johnson Investment Counsel Cincinnati, Ohio	$83.5M	-$6.35M	9	2.8%	Reduced
607	Logan Capital Management Newtown Square, Pennsylvania	$83.1M	-$7.21M	8	5.86%	Reduced
608	CCM Cadence Capital Management Boston, Massachusetts	$82.4M	-$14.2M	17	5.03%	Reduced
609	Mirae Asset Global Investments Seoul, South Korea	$82.2M	+$952K	15	2.79%	Increased
610	QI Qualcomm Inc San Diego, California	$81.6M	-$3.49M	3	11.37%	Reduced
611	Liberty Mutual Group Asset Management Boston, Massachusetts	$81.6M	-$38.8K	30	2.52%	Reduced
612	Hamlin Capital Management New York	$81.5M	-$9.39M	2	4.29%	Reduced
613	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$81.1M	-$11.9M	14	0.59%	Reduced
614	Ashfield Capital Partners San Francisco, California	$80.9M	-$6.47M	9	4.31%	Reduced
615	Silver Point Capital Greenwich, Connecticut	$80.8M	+$5.78M	1	8.46%	Increased
616	AVC Arlington Value Capital Salt Lake City, Utah	$80.6M	+$1.99M	1	11.64%	Increased
617	Paradigm Capital Management Inc Albany, New York	$80.6M	-$4.68M	12	8.32%	Reduced
618	Davenport & Co Richmond, Virginia	$80.5M	-$2.4M	11	1.24%	Reduced
619	CEP Chicago Equity Partners Chicago, Illinois	$80M	+$23.6M	17	2.14%	Increased
620	Fuller & Thaler Asset Management San Mateo, California	$80M	+$9.41M	23	2.55%	Increased
621	SG Swarthmore Group Philadelphia, Pennsylvania	$79.3M	+$11.7M	4	7.23%	Increased
622	Denver Investment Advisors Denver, Colorado	$79.2M	-$12.1M	15	2.6%	Reduced
623	Masters Capital Management Atlanta, Georgia	$79M	+$44.5M	4	2.28%	Increased
624	Whittier Trust South Pasadena, California	$77.9M	+$1.68M	31	3.57%	Increased
625	Becker Capital Management Portland, Oregon	$77.8M	-$12M	3	3.03%	Reduced