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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
651	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$46M	+$45.7M	15	12.73%	New
652	Stewart & Patten Company Lafayette, California	$46M	+$46M	3	9.87%	New
653	Driehaus Capital Management Chicago, Illinois	$45.9M	+$46M	7	2%	New
654	Jefferies Group New York	$45.8M	+$46.3M	29	0.49%	New
655	Securian Asset Management St Paul, Minnesota	$45.8M	+$45.4M	25	1.86%	New
656	Waverton Investment Management London, United Kingdom	$45.7M	+$47.7M	2	3.99%	New
657	SIC Schwartz Investment Counsel Plymouth, Michigan	$45.2M	+$44.9M	6	4.5%	New
658	Jane Street New York	$45.2M	+$43.4M	50	0.78%	New
659	Black Creek Investment Management Toronto, Ontario, Canada	$45.2M	+$41.8M	2	7.97%	New
660	Markel Group Glen Allen, Virginia	$45.1M	+$44.4M	3	1.61%	New
661	TC TFS Capital West Chester, Pennsylvania	$45.1M	+$42.4M	30	1.89%	New
662	Dana Investment Advisors Waukesha, Wisconsin	$45M	+$45.2M	5	3.41%	New
663	Grandfield & Dodd New York	$44.5M	+$43.5M	9	8.42%	New
664	Curi RMB Capital Chicago, Illinois	$44.4M	+$46.4M	6	3.37%	New
665	Capital Fund Management (CFM) Paris, France	$44.1M	+$40.1M	17	0.67%	New
666	PCM Proxima Capital Management New York	$44.1M	+$42.2M	2	10.25%	New
667	Chilton Capital Management Houston, Texas	$43.9M	+$43.9M	10	5.47%	New
668	South Texas Money Management San Antonio, Texas	$43.9M	+$44.5M	4	3.57%	New
669	MFP Michael F. Price	$43.9M	+$42.8M	1	5.87%	New
670	OCMI Oaktop Capital Management II Chatham, New Jersey	$43.8M	+$42M	4	13.2%	New
671	W.H. Reaves & Co Jersey City, New Jersey	$43.8M	+$45.7M	1	1.38%	New
672	SPC Standard Pacific Capital San Francisco, California	$43.7M	+$42.7M	2	9.58%	New
673	DAC Dividend Assets Capital Ridgeland, South Carolina	$43.5M	+$42.5M	3	1.92%	New
674	NC Northpointe Capital Bloomfield Hills, Michigan	$43.5M	+$41.9M	12	5.02%	New
675	Sentry Investments Toronto, Ontario, Canada	$43.5M	+$42.5M	2	0.93%	New