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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	Advisor Group Phoenix, Arizona	$116M	+$11.8M	90	1.54%	Increased
602	FA Friess Associates Greenville, Delaware	$115M	-$19.6M	8	9.56%	Reduced
603	MC Martin Currie Edinburgh, United Kingdom	$115M	-$3.71M	4	8.1%	Reduced
604	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$115M	+$18.2M	52	0.73%	Increased
605	CRCP Copper Rock Capital Partners Boston, Massachusetts	$113M	-$2.6M	4	7%	Reduced
606	Advisors Capital Management Ridgewood, New Jersey	$112M	-$2.01M	13	8.89%	Reduced
607	AIC AWM Investment Company New York	$112M	-$4.13M	10	21.77%	Reduced
608	AAM Amerigo Asset Management George Town, Cayman Islands	$111M	-$181M	1	13.15%	Reduced
609	SH SeaTown Holdings Singapore	$111M	$0	3	10.52%	Maintained
610	Crawford Investment Counsel Atlanta, Georgia	$111M	-$2.11M	8	3.45%	Reduced
611	Atalanta Sosnoff Capital New York	$111M	+$23.8M	5	3.6%	Increased
612	Andra AP-fonden Goteborg, Sweden	$110M	-$7.79M	22	2.49%	Reduced
613	SCA Southpoint Capital Advisors New York	$109M	-$52M	1	5.2%	Reduced
614	TU TDAM USA Toronto, Ontario, Canada	$109M	-$3.78M	11	6.23%	Reduced
615	DAC Dividend Assets Capital Ridgeland, South Carolina	$109M	-$7.41M	5	4.87%	Reduced
616	Shelton Capital Management Denver, Colorado	$108M	-$6.81M	33	6.97%	Reduced
617	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$108M	-$10.1M	8	5.06%	Reduced
618	Fiduciary Trust Boston, Massachusetts	$108M	+$13.4K	16	3.21%	Increased
619	SC Shellback Capital Boston, Massachusetts	$107M	+$5.94M	5	7.97%	Increased
620	CCA Canyon Capital Advisors Dallas, Texas	$107M	+$105M	1	1.54%	New
621	DACG Donor Advised Charitable Giving San Francisco, California	$107M	+$110M	1	89.36%	New
622	Equity Investment Corp Atlanta, Georgia	$106M	-$30.9M	3	3.54%	Reduced
623	PIMC Praesidium Investment Management Company New York	$105M	-$1.18M	2	8.16%	Reduced
624	D.A. Davidson & Co Great Falls, Montana	$105M	-$18.8M	22	2.21%	Reduced
625	Cookson Peirce & Co Pittsburgh, Pennsylvania	$105M	+$1.49M	14	9.8%	Increased