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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	Advisory Services Network Atlanta, Georgia	$206M	+$17.7M	44	5.52%	Increased
602	Meag Munich Ergo Munich, Germany	$205M	-$11.3M	13	8.93%	Reduced
603	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$204M	-$131M	17	13.27%	Reduced
604	Needham Investment Management New York	$204M	+$11.2M	26	34.64%	Increased
605	Envestnet Portfolio Solutions Chicago, Illinois	$203M	+$213M	46	0.96%	New
606	Evercore Wealth Management New York	$203M	-$7.48M	15	3.8%	Reduced
607	TI Trigran Investments Northbrook, Illinois	$203M	-$3.37M	4	21.63%	Reduced
608	FFM Fullerton Fund Management Singapore	$203M	+$37.4M	4	14.2%	Increased
609	Capital International Sarl Los Angeles, California	$203M	+$20.9M	15	9.28%	Increased
610	BOK Financial Tulsa, Oklahoma	$203M	-$25.1M	39	4.47%	Reduced
611	Sit Investment Associates Minneapolis, Minnesota	$202M	-$2.27M	21	5.54%	Reduced
612	Kovitz Investment Group Partners Chicago, Illinois	$201M	-$30.9M	18	3.61%	Reduced
613	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$200M	+$1.38M	25	3.71%	Increased
614	CloudAlpha Capital Management Hong Kong	$199M	+$89.8M	9	10.67%	Increased
615	Adams Diversified Equity Fund Baltimore, Maryland	$199M	+$21.5M	7	8.51%	Increased
616	Capital Advisors Inc Tulsa, Oklahoma	$199M	+$353K	11	5.21%	Increased
617	MAM Melqart Asset Management London, United Kingdom	$198M	+$50M	6	14.14%	Increased
618	MIM Meridiem Investment Management London, United Kingdom	$197M	-$35.9M	2	5.27%	Reduced
619	IEQ Capital Foster City, California	$197M	+$841K	34	4%	Increased
620	Maverick Capital Dallas, Texas	$196M	-$118M	12	4.42%	Reduced
621	GIM Grassi Investment Management Santa Clara, California	$196M	+$566K	8	22.49%	Increased
622	Congress Wealth Management Boston, Massachusetts	$195M	-$768K	30	4.04%	Reduced
623	MG Meritage Group San Francisco, California	$195M	+$87.2M	2	4.63%	Increased
624	South Dakota Investment Council Sioux Falls, South Dakota	$194M	-$29.9M	26	4.43%	Reduced
625	Clear Street New York	$194M	-$72.2M	7	3.4%	Reduced