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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	First National Bank of Omaha Omaha, Nebraska	$72.4M	+$2.06M	10	4.96%	Increased
677	Ossiam Paris, France	$72.3M	+$61.5M	15	5.97%	Increased
678	SCM Stevens Capital Management Radnor, Pennsylvania	$72.2M	+$7.72M	19	3.08%	Increased
679	AC Alleghany Corporation New York	$72.2M	-$27.9M	1	3.42%	Reduced
680	SGAM Smith Group Asset Management Dallas, Texas	$72M	-$15.8M	8	2.33%	Reduced
681	NI Nuance Investments Kansas City, Missouri	$71.9M	+$3.64M	3	3.73%	Increased
682	FA Friess Associates Greenville, Delaware	$71.6M	+$7.01M	5	5.25%	Increased
683	SCH Sylebra Capital (HK) Hong Kong	$70.9M	$0	1	4.18%	Maintained
684	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$70.9M	+$5.9M	7	11.43%	Increased
685	Central Trust Company Jefferson City, Missouri	$70.8M	-$1.27M	31	4.22%	Reduced
686	Brinker Capital Berwyn, Pennsylvania	$70.4M	+$11.1M	37	2.67%	Increased
687	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$70.3M	+$1.5M	9	7.72%	Increased
688	DS Dalal Street West Lake Hills, Texas	$70.2M	+$44.5M	1	26.52%	Increased
689	Clifford Swan Investment Counsel Pasadena, California	$70.2M	+$1.38M	7	3.76%	Increased
690	ZDA Zweig-DiMenna Associates New York	$70.1M	+$9.16M	13	7.8%	Increased
691	FI Focused Investors Los Angeles, California	$69.7M	-$2.21M	1	3.05%	Reduced
692	DP Dundas Partners Edinburgh, United Kingdom	$69.4M	-$1.04M	6	17.09%	Reduced
693	PAM Private Asset Management San Diego, California	$69.1M	-$2.49M	5	12.3%	Reduced
694	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$68.8M	+$7.12M	22	4.01%	Increased
695	Gates Capital Management New York	$68.7M	+$899K	1	3.07%	Increased
696	SRAM Stone Ridge Asset Management New York	$68.6M	+$464K	36	3.93%	Increased
697	LCM Logan Capital Management Newtown Square, Pennsylvania	$68.4M	+$3.68M	14	4.21%	Increased
698	HT HAP Trading New York	$68.4M	-$41.6M	13	6.09%	Reduced
699	Salem Investment Counselors Winston Salem, North Carolina	$68.3M	+$499K	15	6.97%	Increased
700	MC Montag & Caldwell Atlanta, Georgia	$68.1M	-$22.2M	4	3.55%	Reduced