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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	Copeland Capital Management Conshohocken, Pennsylvania	$63.6M	-$1.9M	13	4.55%	Reduced
677	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$63.2M	-$16.7M	6	4.72%	Reduced
678	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$63.1M	+$6.46M	8	6.74%	Increased
679	Clifford Swan Investment Counsel Pasadena, California	$62.6M	+$231K	7	3.8%	Increased
680	ARTA A.R.T. Advisors New York	$62.4M	-$5.52M	44	4.01%	Reduced
681	ALPS Advisors Denver, Colorado	$62.3M	+$1.06M	32	0.48%	Increased
682	Central Trust Company Jefferson City, Missouri	$62.2M	-$76.9K	32	4.13%	Reduced
683	SIM Sentry Investment Management Stevens Point, Wisconsin	$62.1M	+$2.2M	19	4.5%	Increased
684	ECP Elk Creek Partners Denver, Colorado	$61.9M	+$13M	6	5.13%	Increased
685	First National Bank of Omaha Omaha, Nebraska	$61.6M	-$16.2M	9	4.67%	Reduced
686	SCH Sylebra Capital (HK) Hong Kong	$61.6M	$0	1	4.72%	Maintained
687	NAM NorthCoast Asset Management Greenwich, Connecticut	$61.3M	-$955K	6	4.67%	Reduced
688	LPC Lion Point Capital New York	$61.3M	-$1.35M	1	9.64%	Reduced
689	AP Atwood & Palmer Kansas City, Missouri	$61.2M	+$577K	12	9.73%	Increased
690	SAM Scopus Asset Management New York	$61.2M	+$54.5M	3	3.99%	Increased
691	Ameritas Investment Partners Lincoln, Nebraska	$61.2M	+$3.98M	72	3.33%	Increased
692	GAI General American Investors New York	$60.7M	-$1.01M	5	6.38%	Reduced
693	SCM Suffolk Capital Management New York	$60.7M	-$19.4M	10	11.65%	Reduced
694	Glenview Trust Louisville, Kentucky	$60.5M	+$1.15M	14	4.47%	Increased
695	Ancora Advisors Cleveland, Ohio	$60.4M	-$15.1M	9	2.9%	Reduced
696	CFM Coronation Fund Managers Cape Town, South Africa	$60.3M	-$47.6M	1	2.89%	Reduced
697	Intermede Investment Partners London, United Kingdom	$60.1M	+$3.12M	1	4.81%	Increased
698	PR Payden & Rygel Los Angeles, California	$60M	+$25.9M	4	4.84%	Increased
699	Obermeyer Wealth Partners Aspen, Colorado	$59.9M	-$12.2M	5	6.06%	Reduced
700	MML Investors Services Springfield, Massachusetts	$59.7M	-$2.02M	31	1.07%	Reduced