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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
701	TCTC Holdings Dallas, Texas	$50.1M	+$315K	5	3.15%	Increased
702	Criterion Capital Management San Francisco, California	$50M	-$66.9M	2	2.05%	Reduced
703	Palisade Capital Management Fort Lee, New Jersey	$49.9M	-$11.5M	12	1.63%	Reduced
704	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$49.8M	+$13.6M	17	2.28%	Increased
705	BAMCO Inc New York	$49.7M	-$9.33M	4	0.26%	Reduced
706	QI Qualcomm Inc San Diego, California	$49.7M	-$4.39M	1	6.86%	Reduced
707	KCM Kingdon Capital Management New York	$49.7M	+$18.7M	5	2.73%	Increased
708	Coronation Asset Management Cape Town, South Africa	$49.5M	+$29.3M	2	2.06%	Increased
709	DF Dent & Co Baltimore, Maryland	$49.4M	-$1.42M	3	1.44%	Reduced
710	OI Oakbrook Investments Lisle, Illinois	$49.2M	+$12.3M	17	3.17%	Increased
711	ICOM Investment Counselors of Maryland Baltimore, Maryland	$49.2M	+$1.07M	6	2.83%	Increased
712	HCM Hoplite Capital Management New York	$49.1M	+$43M	1	2.48%	New
713	Water Island Capital New York	$49M	+$12.4M	4	3.24%	Increased
714	SIM Sentry Investment Management Stevens Point, Wisconsin	$49M	+$1.62M	17	2.22%	Increased
715	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$48.9M	-$5.66M	4	5.56%	Reduced
716	Navellier & Associates Reno, Nevada	$48.8M	-$45.1M	15	6.33%	Reduced
717	GA Glenhill Advisors New York	$48.8M	+$20.4M	2	2.96%	Increased
718	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$48.6M	+$4.07M	42	0.79%	Increased
719	Richard Bernstein Advisors New York	$48.6M	+$26.3M	14	4.85%	Increased
720	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$48.2M	+$159K	19	8.57%	Increased
721	AIA Affinity Investment Advisors Newport Beach, California	$48.1M	-$581K	4	4.22%	Reduced
722	Clark Capital Management Group Philadelphia, Pennsylvania	$47.9M	+$15M	9	3.71%	Increased
723	Barings Charlotte, North Carolina	$47.7M	-$2.34M	26	1.27%	Reduced
724	Country Trust Bank Bloomington, Illinois	$47.5M	+$164K	4	2.54%	Increased
725	AHL Partners London, United Kingdom	$47.3M	-$13.9M	32	2.96%	Reduced