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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	SAM Scopus Asset Management New York	$75M	+$3.61M	2	2.44%	Increased
677	KCM Keywise Capital Management Grand Cayman, Cayman Islands	$75M	-$67.8K	3	34.04%	Reduced
678	TU TDAM USA Toronto, Ontario, Canada	$74.9M	-$4.87M	12	5.31%	Reduced
679	SIC Schwartz Investment Counsel Plymouth, Michigan	$74.5M	-$5.8M	3	3.79%	Reduced
680	Raymond James Trust St. Petersburg, Florida	$74M	+$1.3M	26	3.82%	Increased
681	UMB Bank Kansas City, Missouri	$73.8M	-$12.1M	10	1.77%	Reduced
682	FAS Formuepleje A/S Aarhus C, Denmark	$73.6M	+$27.9M	4	5.41%	Increased
683	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$73.1M	+$72.7M	9	1.32%	New
684	Polar Asset Management Partners Toronto, Ontario, Canada	$73.1M	+$20.3M	7	1.3%	Increased
685	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$73M	+$12.3M	2	2.41%	Increased
686	First National Bank of Omaha Omaha, Nebraska	$72.7M	-$2.16M	11	4.7%	Reduced
687	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$72.7M	-$294K	11	10.42%	Reduced
688	First Manhattan New York	$72.7M	+$28.4M	26	0.4%	Increased
689	MML Investors Services Springfield, Massachusetts	$72.4M	-$11.1M	37	1.17%	Reduced
690	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$72.1M	-$2.64M	9	7.67%	Reduced
691	AAM Azzad Asset Management Falls Church, Virginia	$72.1M	+$29.7M	22	8.94%	Increased
692	Williams Jones Wealth Management New York	$72.1M	+$72.2M	13	1.48%	New
693	Capital International Los Angeles, California	$71.5M	+$15.3M	10	10.82%	Increased
694	Mercer Global Advisors Denver, Colorado	$71.4M	+$10.7M	34	1.68%	Increased
695	Guinness Asset Management London, United Kingdom	$71.3M	+$5.09M	7	10.81%	Increased
696	BAPIM British Airways Pensions Investment Management London, United Kingdom	$71.1M	-$21.6M	7	2.99%	Reduced
697	Clifford Swan Investment Counsel Pasadena, California	$71.1M	-$408K	7	3.69%	Reduced
698	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$70.8M	+$2.08M	15	7.56%	Increased
699	Fuller & Thaler Asset Management San Mateo, California	$69.9M	+$8.39M	13	0.83%	Increased
700	DY Dowling & Yahnke San Diego, California	$69.6M	+$122K	12	5.75%	Increased