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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	Rubric Capital Management (New York) New York	$105M	-$22.2M	3	10.3%	Reduced
602	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$105M	+$8.01M	6	1.75%	Increased
603	Haverford Trust Company Radnor, Pennsylvania	$104M	+$44.1K	6	2.06%	Increased
604	Crawford Investment Counsel Atlanta, Georgia	$104M	-$3.03M	7	3.3%	Reduced
605	BI BlueSpruce Investments Chicago, Illinois	$104M	+$42.5M	1	10.02%	Increased
606	BCM Bluefin Capital Management New York	$103M	-$125M	10	7.82%	Reduced
607	GLAM Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$103M	+$10.1M	1	7.88%	Increased
608	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$103M	+$5.42M	2	3.37%	Increased
609	BlueCrest Capital Management St Helier, Jersey	$103M	+$83.4M	37	2.66%	Increased
610	Comgest Global Investors Paris, France	$103M	-$81.6M	1	2.28%	Reduced
611	DP Dearborn Partners Chicago, Illinois	$103M	-$3.43M	8	8.03%	Reduced
612	Whittier Trust South Pasadena, California	$103M	+$8.92M	35	3.39%	Increased
613	Madison Investment Holdings Madison, Wisconsin	$102M	+$11.2M	7	1.82%	Increased
614	MFP Michael F. Price	$102M	-$1.06M	1	12.04%	Reduced
615	WesBanco Bank Wheeling, West Virginia	$102M	-$1.9M	17	5.26%	Reduced
616	QOP Quinn Opportunity Partners Charlottesville, Virginia	$102M	+$61.5M	4	13.52%	Increased
617	Williams Jones & Associates New York	$102M	-$2.99M	12	2.24%	Reduced
618	ZDA Zweig-DiMenna Associates New York	$99.7M	+$6.35M	12	6.12%	Increased
619	WP Wedgewood Partners St Louis, Missouri	$99.4M	-$9.5M	1	5.02%	Reduced
620	Carmignac Gestion Paris, France	$99.3M	+$12.4M	1	0.74%	Increased
621	Associated Banc-Corp Green Bay, Wisconsin	$98.8M	-$2.96M	10	5.78%	Reduced
622	Driehaus Capital Management Chicago, Illinois	$98.8M	-$128M	7	3.34%	Reduced
623	ELI Empire Life Investments Toronto, Ontario, Canada	$98.4M	+$30.2M	6	7.08%	Increased
624	PIA Piedmont Investment Advisors Durham, North Carolina	$97.8M	-$101M	70	4.71%	Reduced
625	CC Cannell & Co New York	$97.3M	+$35.7M	9	3.64%	Increased