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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	Eventide Asset Management Boston, Massachusetts	$92.5M	-$7.5M	4	6.12%	Reduced
602	Klingenstein Fields & Co New York	$92.3M	-$32.3K	8	3.75%	Reduced
603	CCM Cadence Capital Management Boston, Massachusetts	$91.9M	+$271K	22	6.34%	Increased
604	Obermeyer Wealth Partners Aspen, Colorado	$91.7M	-$1.46M	4	8.44%	Reduced
605	Marsico Capital Management Denver, Colorado	$91.2M	+$87.3M	5	3.95%	New
606	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$91M	+$5.34M	24	0.99%	Increased
607	CMG Cavalry Management Group San Francisco, California	$90.8M	+$14.2M	8	37.03%	Increased
608	D.A. Davidson & Co Great Falls, Montana	$89.9M	-$22.3M	52	2.18%	Reduced
609	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$89.9M	+$12.3M	9	7.39%	Increased
610	ECP Elk Creek Partners Denver, Colorado	$89.2M	-$23.4M	4	5.46%	Reduced
611	FP Foundry Partners Minneapolis, Minnesota	$89M	-$8M	14	3.72%	Reduced
612	SCH Sylebra Capital (HK) Hong Kong	$88.9M	+$19.6M	1	7.91%	Increased
613	ST Sabal Trust St. Petersburg, Florida	$88.9M	+$22.8M	4	9.93%	Increased
614	New Mexico Educational Retirement Board Santa Fe, New Mexico	$88.5M	-$1.77M	19	4.11%	Reduced
615	NAM NorthCoast Asset Management Greenwich, Connecticut	$88.5M	+$56.6M	9	8.35%	Increased
616	HL Financial Services Louisville, Kentucky	$88.4M	+$9.25M	19	1.81%	Increased
617	Bartlett & Co Cincinnati, Ohio	$88.2M	+$1.1M	14	4.01%	Increased
618	Madison Investment Holdings Madison, Wisconsin	$88.1M	+$19.8M	7	1.64%	Increased
619	Seizert Capital Partners Birmingham, Michigan	$88M	-$18.3M	7	3.13%	Reduced
620	Yacktman Asset Management Austin, Texas	$87.8M	-$34.7M	2	0.82%	Reduced
621	BAMCO Inc New York	$87.8M	+$13M	9	0.47%	Increased
622	Crawford Investment Counsel Atlanta, Georgia	$87.4M	+$1.03M	7	3.1%	Increased
623	RI Redwood Investments Boston, Massachusetts	$87.4M	+$21.3M	12	8.65%	Increased
624	DIA Denver Investment Advisors Denver, Colorado	$87.3M	-$9.12M	15	3.9%	Reduced
625	TS Twin Securities New York	$87.2M	+$16.3M	1	15.03%	Increased