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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	Avalon Investment & Advisory Houston, Texas	$74.7M	+$1.09M	7	3.77%	Increased
627	CIBC World Market Toronto, Ontario, Canada	$74.6M	+$10.4M	20	0.27%	Increased
628	Vaughan David Investments Peoria, Illinois	$74.4M	-$5.93M	3	4.54%	Reduced
629	ACM Aviance Capital Management Sarasota, Florida	$74M	+$3.24M	7	2.98%	Increased
630	Associated Banc-Corp Green Bay, Wisconsin	$73.9M	-$893K	8	4.85%	Reduced
631	BAM Baring Asset Management London, United Kingdom	$73.9M	+$76.1M	2	4.36%	New
632	NG NatWest Group Edinburgh, Scotland, United Kingdom	$73.7M	+$9.36M	13	0.63%	Increased
633	GGHC Gilder Gagnon Howe & Co New York	$73.6M	+$36.2M	8	1.07%	Increased
634	SCM Suvretta Capital Management New York	$73.3M	+$6.22M	1	6.41%	Increased
635	MVIP Mar Vista Investment Partners Los Angeles, California	$73.1M	-$1.5M	2	4.48%	Reduced
636	BA Boston Advisors Boston, Massachusetts	$73.1M	+$9.41M	14	3.11%	Increased
637	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$73.1M	+$305K	30	2.37%	Increased
638	DC Deere & Company Moline, Illinois	$72.2M	-$649K	38	4.05%	Reduced
639	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$71.9M	-$1.22M	19	0.93%	Reduced
640	TA Tiptree Advisors New York	$71.7M	+$17.5M	2	12.16%	Increased
641	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$71.6M	+$4.39M	16	0.58%	Increased
642	First National Bank of Omaha Omaha, Nebraska	$70.9M	-$3.52M	11	5.16%	Reduced
643	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$70.1M	-$1.25M	43	3.36%	Reduced
644	PCM Palestra Capital Management New York	$70M	-$16.2M	2	5.98%	Reduced
645	Hancock Whitney Gulfport, Mississippi	$69.9M	-$22.4M	9	2.66%	Reduced
646	RHJA Rice Hall James & Associates San Diego, California	$69.8M	-$4.02M	14	4.86%	Reduced
647	Norinchukin Bank Tokyo, Japan	$69.4M	+$4.44M	15	1.98%	Increased
648	LCP Lombardia Capital Partners Pasadena, California	$69.2M	+$13.2M	4	2.04%	Increased
649	Jane Street New York	$69.1M	+$18.6M	32	0.7%	Increased
650	Sentry Investments Toronto, Ontario, Canada	$69.1M	+$3.81M	3	0.87%	Increased