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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	CEP Chicago Equity Partners Chicago, Illinois	$67.6M	-$15.4M	28	3.01%	Reduced
702	Weiss Multi-Strategy Advisers New York	$67.6M	-$13M	18	1.79%	Reduced
703	ALPS Advisors Denver, Colorado	$67.5M	-$10.4M	30	0.5%	Reduced
704	Atalanta Sosnoff Capital New York	$67.5M	+$23.2M	7	2.12%	Increased
705	Simplex Trading Chicago, Illinois	$67.4M	+$22.8M	47	0.18%	Increased
706	DY Dowling & Yahnke San Diego, California	$67.3M	+$1.8M	12	5.57%	Increased
707	AP Atwood & Palmer Kansas City, Missouri	$66.5M	-$849K	10	8.99%	Reduced
708	KCM Keywise Capital Management Grand Cayman, Cayman Islands	$66.4M	+$18M	2	27.33%	Increased
709	Donaldson Capital Management Evansville, Indiana	$66.3M	+$25.6M	4	5.5%	Increased
710	LCM Logan Capital Management Newtown Square, Pennsylvania	$66.2M	-$1.07M	13	3.89%	Reduced
711	Williams Jones & Associates New York	$66.1M	+$102K	13	1.37%	Increased
712	Cullen/Frost Bankers San Antonio, Texas	$65.9M	+$1.02M	33	2.04%	Increased
713	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$65.8M	-$823K	7	10.16%	Reduced
714	OCM Osterweis Capital Management San Francisco, California	$65.8M	-$46.6M	4	4.65%	Reduced
715	MIS Morningstar Investment Services Chicago, Illinois	$65.7M	+$3.54M	4	1.08%	Increased
716	Washington Trust Westerly, Rhode Island	$65.5M	-$1.15M	12	3.59%	Reduced
717	Salem Investment Counselors Winston Salem, North Carolina	$65.4M	+$4.38M	16	6.03%	Increased
718	PHS PFM Health Sciences San Francisco, California	$65.3M	-$56.1M	1	1.24%	Reduced
719	Eastern Bank Boston, Massachusetts	$65.3M	+$93K	11	4.15%	Increased
720	SRAM Stone Ridge Asset Management New York	$64.5M	-$6.17M	38	3.82%	Reduced
721	HP Hikari Power Tokyo, Japan	$64.3M	+$1.17M	4	6.93%	Increased
722	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$63.9M	+$12.8M	3	2.79%	Increased
723	Emerald Advisers Leola, Pennsylvania	$63.8M	-$578K	9	2.56%	Reduced
724	E. Ohman J:or Asset Management Stockholm, Sweden	$63.6M	+$66.2K	21	4.17%	Increased
725	Boston Financial Management Boston, Massachusetts	$63.6M	-$2.47M	7	3.68%	Reduced