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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
626	CCM Cupps Capital Management Chicago, Illinois	$49.7M	+$44.5M	12	3.96%	New
627	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$49.4M	+$49.7M	6	4.52%	New
628	RCMB Revelation Capital Management (Bermuda) Hamilton, Bermuda	$49.4M	+$45.2M	3	50.19%	New
629	Jasper Ridge Partners Menlo Park, California	$49.1M	+$47.8M	3	2.87%	New
630	ST Sabal Trust St. Petersburg, Florida	$48.8M	+$48.1M	4	7.81%	New
631	QS Investors New York	$48.8M	+$46.4M	17	1.71%	New
632	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$48.7M	+$48.8M	6	3.74%	New
633	ECM Empire Capital Management Westport, Connecticut	$48.6M	+$48.1M	6	5.86%	New
634	JGUA John G. Ullman & Associates Corning, New York	$48.3M	+$48.3M	9	10.08%	New
635	CIP Champlain Investment Partners Burlington, Vermont	$48.2M	+$47M	1	0.97%	New
636	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$48.2M	+$46.4M	9	5.88%	New
637	ICOM Investment Counselors of Maryland Baltimore, Maryland	$48M	+$46.5M	6	2.13%	New
638	United Capital Financial Advisors Irving, Texas	$47.9M	+$48.5M	13	1.27%	New
639	PFM Parsec Financial Management Asheville, North Carolina	$47.8M	+$48M	6	6.48%	New
640	Polar Asset Management Partners Toronto, Ontario, Canada	$47.7M	+$46.1M	5	2.53%	New
641	Braun Stacey Associates New York	$47.7M	+$47.1M	6	3.01%	New
642	ZDA Zweig-DiMenna Associates New York	$47.7M	+$45.5M	5	1.93%	New
643	Fenimore Asset Management Cobleskill, New York	$47.3M	+$46.1M	2	3.07%	New
644	UMB Bank Kansas City, Missouri	$47.3M	+$47.6M	6	2.77%	New
645	ANI American National Insurance Galveston, Texas	$47M	+$47.3M	11	3.5%	New
646	Dorsal Capital Management Redwood City, California	$46.9M	+$41.6M	3	7.29%	New
647	Clifford Swan Investment Counsel Pasadena, California	$46.7M	+$46.7M	5	3.9%	New
648	PRC Platte River Capital Denver, Colorado	$46.7M	+$44.8M	12	5.43%	New
649	Synovus Financial Columbus, Georgia	$46.3M	+$45M	17	1.42%	New
650	AMI Amica Mutual Insurance Providence, Rhode Island	$46.1M	+$46.1M	14	4.03%	New