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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
676	CP Cumberland Partners Toronto, Ontario, Canada	$43.2M	+$44.1M	2	5.51%	New
677	ECM Estabrook Capital Management New York	$42.9M	+$43.4M	15	4.55%	New
678	Mirae Asset Global Investments Seoul, South Korea	$42.8M	+$43.2M	9	2.27%	New
679	Profund Advisors Bethesda, Maryland	$42.4M	+$41.9M	39	3%	New
680	Weiss Asset Management Boston, Massachusetts	$42.4M	+$41.5M	2	14.5%	New
681	NI Nuance Investments Kansas City, Missouri	$42.4M	+$43.2M	6	13.32%	New
682	BAMCO Inc New York	$42.4M	+$42.6M	3	0.22%	New
683	Ferguson Wellman Capital Management Portland, Oregon	$42.3M	+$43.5M	7	3.26%	New
684	KCM Keywise Capital Management Grand Cayman, Cayman Islands	$42.3M	+$46.3M	2	21.09%	New
685	OCM Olstein Capital Management Purchase, New York	$42M	+$41.7M	7	6.73%	New
686	SCM Signia Capital Management Spokane, Washington	$41.9M	+$40.6M	6	11.36%	New
687	LCM Logan Capital Management Newtown Square, Pennsylvania	$41.8M	+$43.3M	6	3.36%	New
688	RA Rational Advisors Huntington, New York	$41.8M	+$41.2M	22	3.51%	New
689	TAM Taylor Asset Management Toronto, Ontario, Canada	$41.6M	+$42.7M	1	5.82%	New
690	KCM Kingdon Capital Management New York	$41.6M	+$36.7M	5	2.46%	New
691	PCMF Private Capital Management (Florida) Naples, Florida	$41.5M	+$43M	2	3.91%	New
692	AIS AlphaOne Investment Services West Chester, Pennsylvania	$41.4M	+$37.6M	14	11.18%	New
693	WC Walthausen & Co Malta, New York	$41.3M	+$41.4M	4	4.16%	New
694	FMA Fiduciary Management Associates Chicago, Illinois	$41.3M	+$41.3M	4	3.22%	New
695	RCP RIT Capital Partners London, United Kingdom	$41.2M	+$43.1M	1	15.58%	New
696	AAM AMI Asset Management Los Angeles, California	$41.2M	+$41.9M	2	6.43%	New
697	Sumitomo Life Insurance Tokyo, Japan	$41M	+$41M	12	3.93%	New
698	PWAM Park West Asset Management San Francisco, California	$40.9M	+$33.7M	3	4.83%	New
699	GA Geneva Advisors Chicago, Illinois	$40.9M	+$40.9M	5	0.95%	New
700	Spot Trading Chicago, Illinois	$40.8M	+$39.4M	40	0.25%	New