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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	Curi RMB Capital Chicago, Illinois	$112M	-$4.25M	18	4.19%	Reduced
652	Fiduciary Trust Boston, Massachusetts	$111M	-$11.6M	25	2.41%	Reduced
653	Stephens Inc Little Rock, Arkansas	$111M	+$12.6M	38	2.36%	Increased
654	Ziegler Capital Management Chicago, Illinois	$110M	-$545K	16	4.85%	Reduced
655	Cambiar Investors Denver, Colorado	$109M	-$4M	8	5.52%	Reduced
656	Miller Howard Investments Kingston, New York	$109M	-$5.65M	5	4.48%	Reduced
657	SCA Snowden Capital Advisors New York	$108M	+$8.69M	41	4.9%	Increased
658	Peregrine Capital Management Minneapolis, Minnesota	$108M	+$2.56M	12	3.5%	Increased
659	TCTC Holdings Dallas, Texas	$108M	-$683K	16	4.68%	Reduced
660	FHCM Force Hill Capital Management New York	$108M	-$68.3M	16	39.33%	Reduced
661	MLICM Metropolitan Life Insurance Company (MetLife) New York	$107M	-$2.58M	64	5.06%	Reduced
662	Soros Fund Management New York	$106M	-$13.1M	4	1.82%	Reduced
663	Anomaly Capital Management New York	$106M	+$631K	1	5.71%	Increased
664	Raymond James Trust St. Petersburg, Florida	$106M	+$3.19M	29	3.95%	Increased
665	Bridgeway Capital Management Houston, Texas	$106M	-$30.3M	29	2.83%	Reduced
666	Farallon Capital Management San Francisco, California	$105M	-$248M	2	0.58%	Reduced
667	Melqart Asset Management London, United Kingdom	$105M	+$41.4M	5	8.06%	Increased
668	Salem Investment Counselors Winston Salem, North Carolina	$105M	+$6.24M	39	4.77%	Increased
669	Stonegate Investment Group Birmingham, Alabama	$105M	-$265K	12	4.8%	Reduced
670	Oberweis Asset Management Lisle, Illinois	$104M	+$8.12M	19	24.35%	Increased
671	Minneapolis Portfolio Management Group Wayzata, Minnesota	$104M	+$11.7M	4	17.3%	Increased
672	Maverick Capital Dallas, Texas	$103M	+$6.81M	15	2.33%	Increased
673	Beutel, Goodman & Co Toronto, Ontario, Canada	$103M	+$126M	1	0.7%	New
674	Natixis Investment Managers International Paris, France	$102M	-$198M	13	8.16%	Reduced
675	Central Securities New York	$102M	-$8.21M	4	14.39%	Reduced