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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	LIA LS Investment Advisors Bloomfield Hills, Michigan	$77.9M	-$996K	61	4.71%	Reduced
652	ELC Edgar Lomax Company Kingstowne, Virginia	$77.8M	-$1.1M	4	5.3%	Reduced
653	BGCP Bristol Gate Capital Partners Toronto, Ontario, Canada	$77.8M	+$3.49M	2	9.25%	Increased
654	TU TDAM USA Toronto, Ontario, Canada	$77.8M	-$7.68M	12	5.45%	Reduced
655	Meitav Investment House Bene-Beraq, Israel	$77.8M	-$12M	36	5.17%	Reduced
656	GAI General American Investors New York	$77.7M	-$8.36M	5	7.36%	Reduced
657	IAM Ion Asset Management Herzliya, Israel	$77.5M	+$72.9M	4	19.72%	New
658	Penserra Capital Management Orinda, California	$77.5M	+$47.4M	45	6.03%	Increased
659	Farmers & Merchants Investments Inc Lincoln, Nebraska	$76.6M	-$1.22M	28	4.92%	Reduced
660	Comgest Global Investors Paris, France	$76.2M	-$16.7M	1	1.66%	Reduced
661	PAM Private Asset Management San Diego, California	$76.2M	-$1.8M	5	12.98%	Reduced
662	MAM Meeder Asset Management Dublin, Ohio	$75.7M	+$13.8M	51	5.28%	Increased
663	CT Cambridge Trust Cambridge, Massachusetts	$75.6M	-$12M	10	4.39%	Reduced
664	Ameritas Investment Partners Lincoln, Nebraska	$75.3M	-$722K	73	3.43%	Reduced
665	Covington Capital Management Los Angeles, California	$75.1M	+$4.27M	23	4.46%	Increased
666	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$75.1M	-$125M	34	1.76%	Reduced
667	Discovery Capital Management South Norwalk, Connecticut	$74.8M	+$72M	1	7.13%	New
668	PIMC Praesidium Investment Management Company New York	$74.1M	-$753K	1	4.62%	Reduced
669	SAM Scopus Asset Management New York	$73.8M	+$7.22M	2	2.11%	Increased
670	Brinker Capital Berwyn, Pennsylvania	$73.4M	+$738K	38	2.68%	Increased
671	Anchor Capital Advisors Boston, Massachusetts	$72.9M	-$1.46M	4	2.64%	Reduced
672	Glenview Trust Louisville, Kentucky	$72.9M	+$3.46M	17	4.53%	Increased
673	First National Bank of Omaha Omaha, Nebraska	$72.7M	+$250K	8	4.74%	Increased
674	HCM Hitchwood Capital Management New York	$72.4M	-$94.8M	2	1.23%	Reduced
675	SIM Sentry Investment Management Stevens Point, Wisconsin	$72M	+$5.31M	20	4.76%	Increased