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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	Anomaly Capital Management New York	$135M	+$146M	1	6.81%	New
627	Castleark Management Chicago, Illinois	$134M	-$50.3M	18	7.19%	Reduced
628	Wealthfront Advisers Palo Alto, California	$134M	-$20.3M	25	0.67%	Reduced
629	GQG Partners Ft. Lauderdale, Florida	$133M	-$71M	2	0.33%	Reduced
630	James Hambro & Partners London, United Kingdom	$133M	+$3.89M	2	11.09%	Increased
631	Pathstone Family Office Englewood, New Jersey	$132M	+$12.7M	42	2.91%	Increased
632	Campbell Newman Asset Management Milwaukee, Wisconsin	$132M	-$6.02M	11	13.97%	Reduced
633	Emerald Advisers Leola, Pennsylvania	$131M	-$31.2M	18	6.76%	Reduced
634	Neumeier Poma Investment Counsel Carmel, California	$131M	-$21.4M	6	10.25%	Reduced
635	Engineers Gate Manager New York	$130M	+$48.1M	61	4.76%	Increased
636	Capital Advisors Inc Tulsa, Oklahoma	$129M	+$36.3M	10	3.88%	Increased
637	WesBanco Bank Wheeling, West Virginia	$129M	+$7.54M	18	5.68%	Increased
638	Wilkinson Global Asset Management New York	$129M	-$7.57M	8	10.98%	Reduced
639	Prudential plc London, England, United Kingdom	$128M	-$5.16M	28	2.33%	Reduced
640	Blue Whale Capital London, United Kingdom	$128M	-$9.05M	3	18.88%	Reduced
641	First Foundation Advisors Irvine, California	$128M	-$9.14M	17	5.67%	Reduced
642	Cambiar Investors Denver, Colorado	$128M	-$26M	8	5.7%	Reduced
643	Quadrature Capital London, United Kingdom	$128M	+$32.9M	19	5.34%	Increased
644	Vanguard Personalized Indexing Management Oakland, California	$128M	+$34M	51	5.91%	Increased
645	E. Ohman J:or Asset Management Stockholm, Sweden	$128M	-$13.3M	20	5.51%	Reduced
646	DCM Divisar Capital Management San Francisco, California	$127M	+$26.8M	11	41.27%	Increased
647	Meag Munich Ergo Munich, Germany	$127M	+$103M	12	7.59%	Increased
648	MIM Marco Investment Management Atlanta, Georgia	$126M	+$19.1M	16	14.68%	Increased
649	Ziegler Capital Management Chicago, Illinois	$125M	+$8.17M	16	5.15%	Increased
650	Hancock Whitney Gulfport, Mississippi	$125M	-$3.7M	33	5%	Reduced