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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	Synovus Financial Columbus, Georgia	$86.3M	+$791K	44	1.29%	Increased
627	PCM Parsons Capital Management Providence, Rhode Island	$86.1M	+$4.16M	14	9.33%	Increased
628	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$85.9M	-$3.25M	56	4.52%	Reduced
629	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$85.8M	+$674K	16	3.69%	Increased
630	RIM Redpoint Investment Management Sydney, NSW, Australia	$85.5M	-$2.67M	22	4.53%	Reduced
631	CFM Coronation Fund Managers Cape Town, South Africa	$85.3M	-$8.7M	5	3.19%	Reduced
632	FCI Financial Counselors Inc Overland Park, Kansas	$85.2M	+$2.25M	16	3.35%	Increased
633	Marsico Capital Management Denver, Colorado	$83.9M	-$43.7M	4	3.27%	Reduced
634	CC Cannell & Co New York	$83.7M	-$41.3M	8	3.18%	Reduced
635	GTP Global Thematic Partners New York	$83.6M	-$31.4M	3	5.8%	Reduced
636	Dana Investment Advisors Waukesha, Wisconsin	$83.5M	-$5.14M	9	4.24%	Reduced
637	Meag Munich Ergo Munich, Germany	$83.5M	+$31.6M	21	4.3%	Increased
638	Brinker Capital Berwyn, Pennsylvania	$83.5M	+$5.74M	41	2.86%	Increased
639	PIMC Praesidium Investment Management Company New York	$83.4M	+$1.01M	1	5.47%	Increased
640	SDJVC St. Denis J. Villere & Co New Orleans, Louisiana	$83.2M	+$3.5M	2	5.58%	Increased
641	BHG Blue Harbour Group Greenwich, Connecticut	$83.1M	$0	1	4.87%	Maintained
642	Covington Capital Management Los Angeles, California	$83M	+$3.62M	24	4.8%	Increased
643	CIP Champlain Investment Partners Burlington, Vermont	$82.5M	-$8.7M	1	0.68%	Reduced
644	Private Advisor Group Morristown, New Jersey	$82.4M	+$23.6M	30	1.28%	Increased
645	Antipodes Partners Royal Exchange, Australia	$82.2M	-$75.3M	1	3.92%	Reduced
646	LIA LS Investment Advisors Bloomfield Hills, Michigan	$82.1M	+$359K	62	4.8%	Increased
647	Heritage Investors Management Corp Bethesda, Maryland	$81.3M	-$921K	7	4.64%	Reduced
648	ELC Edgar Lomax Company Kingstowne, Virginia	$81.2M	-$806K	4	5.42%	Reduced
649	RAM RWC Asset Management London, United Kingdom	$80.8M	+$4.97M	2	3.44%	Increased
650	ACB Aristotle Capital Boston Boston, Massachusetts	$80.8M	+$12M	3	2.37%	Increased