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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	Ferguson Wellman Capital Management Portland, Oregon	$78.8M	-$2.27M	10	3.26%	Reduced
602	ICOM Investment Counselors of Maryland Baltimore, Maryland	$78.8M	+$2.92M	6	3.66%	Increased
603	TA Tiptree Advisors New York	$78.6M	+$10.3M	3	10.27%	Increased
604	TGCM Tukman Grossman Capital Management Larkspur, California	$78.4M	-$882K	1	3.91%	Reduced
605	WA Westport Advisers Westport, Connecticut	$78.4M	-$487K	2	8.54%	Reduced
606	Stephens Investment Management Group Houston, Texas	$78.2M	+$1.6M	10	2.31%	Increased
607	Becker Capital Management Portland, Oregon	$78.1M	+$5.27M	3	3.07%	Increased
608	Alyeska Investment Group Chicago, Illinois	$77.7M	-$45.1M	5	0.88%	Reduced
609	LCM Logan Capital Management Newtown Square, Pennsylvania	$76.9M	-$5.3M	9	5.64%	Reduced
610	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$76.8M	-$5.38M	26	1.4%	Reduced
611	Manning & Napier Advisors Fairport, New York	$76.5M	+$29.7M	7	0.33%	Increased
612	Meag Munich Ergo Munich, Germany	$76.4M	+$23.1M	6	3.93%	Increased
613	LCP Lombardia Capital Partners Pasadena, California	$76.4M	-$3.84M	4	2.59%	Reduced
614	HBK Investments Dallas, Texas	$76.4M	-$10.8M	22	0.78%	Reduced
615	NCA Newbrook Capital Advisors New York	$76.3M	+$36.3M	2	9.43%	Increased
616	SCM Stevens Capital Management Radnor, Pennsylvania	$76.2M	-$33.2M	30	2.74%	Reduced
617	Fenimore Asset Management Cobleskill, New York	$76M	-$27.7K	2	3.92%	Reduced
618	Mirae Asset Global Investments Seoul, South Korea	$75.9M	-$4.08M	14	2.43%	Reduced
619	HCM Hodges Capital Management Dallas, Texas	$75.4M	-$4.49M	11	2.74%	Reduced
620	Johnson Investment Counsel Cincinnati, Ohio	$75.2M	-$1.64M	10	2.52%	Reduced
621	SG Swarthmore Group Philadelphia, Pennsylvania	$75M	+$2.46M	4	6.98%	Increased
622	Whittier Trust South Pasadena, California	$74.9M	+$1.01M	30	3.33%	Increased
623	Trillium Asset Management Boston, Massachusetts	$74.7M	+$2.9M	10	4.79%	Increased
624	Davenport & Co Richmond, Virginia	$74.5M	-$206K	9	1.15%	Reduced
625	Creative Planning Overland Park, Kansas	$74.4M	+$318K	24	0.68%	Increased