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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	Laurion Capital Management New York	$68.1M	-$200M	18	0.91%	Reduced
702	Raymond James Trust St. Petersburg, Florida	$68.1M	+$1.56M	23	3.93%	Increased
703	Voloridge Investment Management Jupiter, Florida	$68M	-$57.3M	23	2.05%	Reduced
704	AP Atwood & Palmer Kansas City, Missouri	$68M	-$349K	11	9.62%	Reduced
705	MIG McGuire Investment Group Wakefield, Rhode Island	$67.8M	+$523K	12	22.22%	Increased
706	AW ACG Wealth Atlanta, Georgia	$67.4M	+$1.24M	8	9.03%	Increased
707	SIM Sentry Investment Management Stevens Point, Wisconsin	$67.3M	-$5.46M	19	4.67%	Reduced
708	Picton Mahoney Asset Management Toronto, Ontario, Canada	$67.1M	+$20.3M	5	5.08%	Increased
709	BGIM Boussard & Gavaudan Investment Management London, United Kingdom	$66.9M	+$49.2M	3	2.24%	Increased
710	BA Boston Advisors Boston, Massachusetts	$66.9M	+$10.5M	17	3.42%	Increased
711	E. Ohman J:or Asset Management Stockholm, Sweden	$66.6M	-$399K	21	4.48%	Reduced
712	MNBTD Moody National Bank Trust Division Galveston, Texas	$66.4M	+$222K	40	1.82%	Increased
713	PIMC Praesidium Investment Management Company New York	$66.2M	+$1.15M	1	4.39%	Increased
714	Washington Trust Westerly, Rhode Island	$66.1M	+$3.07M	12	3.7%	Increased
715	HP Hikari Power Tokyo, Japan	$65.8M	+$1.16M	4	6.9%	Increased
716	Freestone Capital Holdings Seattle, Washington	$65.5M	-$18.8M	13	3.89%	Reduced
717	SCM Sirios Capital Management Boston, Massachusetts	$65.4M	-$42.8M	3	3.97%	Reduced
718	ACP Ashfield Capital Partners San Francisco, California	$65.4M	+$711K	11	7.18%	Increased
719	PP Patten & Patten Chattanooga, Tennessee	$65.4M	-$2.12M	11	7.17%	Reduced
720	BAPIM British Airways Pensions Investment Management London, United Kingdom	$65.1M	+$18.6M	5	2.45%	Increased
721	ANI American National Insurance Galveston, Texas	$64.9M	$0	11	3.41%	Maintained
722	Cullen/Frost Bankers San Antonio, Texas	$64.8M	+$2.09M	31	1.99%	Increased
723	ALPS Advisors Denver, Colorado	$64.7M	-$2.8M	31	0.46%	Reduced
724	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$64.6M	+$7.71M	15	4.9%	Increased
725	ECP Elk Creek Partners Denver, Colorado	$64.5M	-$15.4M	5	4.65%	Reduced