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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	Bartlett & Co Cincinnati, Ohio	$60.7M	-$63.5K	13	3.04%	Reduced
627	DIA Denver Investment Advisors Denver, Colorado	$60.5M	+$2.23M	13	2.68%	Increased
628	NPIC Neumeier Poma Investment Counsel Carmel, California	$60.3M	+$10.2M	2	9.56%	Increased
629	ECP Elk Creek Partners Denver, Colorado	$60.2M	+$599K	3	4.45%	Increased
630	MFP Michael F. Price	$59.8M	$0	1	8.41%	Maintained
631	PP PDT Partners New York	$59.6M	+$25.9M	21	3.73%	Increased
632	Capital Fund Management (CFM) Paris, France	$59M	-$191M	14	0.57%	Reduced
633	First National Bank of Omaha Omaha, Nebraska	$58.9M	-$874K	8	4.39%	Reduced
634	Intact Investment Management Montreal, Quebec, Canada	$58.9M	+$8.13M	8	2.41%	Increased
635	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$58.7M	-$1.96M	26	1.27%	Reduced
636	South Texas Money Management San Antonio, Texas	$58.6M	+$634K	4	3.33%	Increased
637	Kentucky Retirement Systems Frankfort, Kentucky	$58.4M	+$10.1M	17	3.54%	Increased
638	Needham Investment Management New York	$58.3M	+$227K	12	15.21%	Increased
639	CCM Cornerstone Capital Management Edina, Minnesota	$58.2M	+$13.6M	1	2.54%	Increased
640	Emerald Advisers Leola, Pennsylvania	$58.1M	+$13.4M	10	2.83%	Increased
641	Freestone Capital Holdings Seattle, Washington	$58.1M	+$22.4M	14	6.11%	Increased
642	GD Grandfield & Dodd New York	$58M	+$1.5M	8	8.39%	Increased
643	CF Cypress Funds Los Angeles, California	$57.8M	+$9.37M	3	14.51%	Increased
644	Johnson Investment Counsel Cincinnati, Ohio	$57.8M	-$7.83M	7	2.02%	Reduced
645	NIP Nicholas Investment Partners Rancho Santa Fe, California	$57.7M	+$11.5M	16	4.21%	Increased
646	Jasper Ridge Partners Menlo Park, California	$57.5M	$0	3	3.77%	Maintained
647	MHAM Monroe Hall Asset Management New York	$57.5M	+$10.2M	2	18.98%	Increased
648	Cookson Peirce & Co Pittsburgh, Pennsylvania	$57.4M	+$39.2M	7	9.06%	Increased
649	PAM Private Asset Management San Diego, California	$57.3M	+$1.79M	5	10.38%	Increased
650	HCM Hodges Capital Management Dallas, Texas	$57.2M	-$13.8M	7	2.64%	Reduced