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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	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$69.5M	-$6.36M	16	3.42%	Reduced
702	HT HAP Trading New York	$69.5M	-$33.1M	13	5.67%	Reduced
703	TIAA FSB Jacksonville, Florida	$69.5M	-$890K	12	0.36%	Reduced
704	JCM Jag Capital Management St Louis, Missouri	$69.1M	+$5.83M	9	8.35%	Increased
705	Salem Investment Counselors Winston Salem, North Carolina	$68.9M	+$1M	16	6.35%	Increased
706	Anchor Capital Advisors Boston, Massachusetts	$68.8M	-$3M	4	2.48%	Reduced
707	EULAV Asset Management Sarasota, Florida	$68.3M	-$34.8K	9	2.52%	Reduced
708	LPC Lion Point Capital New York	$68.2M	-$75.6M	1	7.6%	Reduced
709	McGuire Investment Group Wakefield, Rhode Island	$67.8M	-$1.99M	13	22.24%	Reduced
710	Washington Trust Westerly, Rhode Island	$67.5M	-$2.2M	12	3.62%	Reduced
711	Greystone Managed Investments Regina, Saskatchewan, Canada	$67.2M	+$7.9M	4	4.07%	Increased
712	MAI Capital Management Independence, Ohio	$67M	-$701K	18	2.98%	Reduced
713	SIM Sentry Investment Management Stevens Point, Wisconsin	$66.9M	-$6.37M	16	4.37%	Reduced
714	Neumeier Poma Investment Counsel Carmel, California	$66.8M	-$16.5M	3	5.58%	Reduced
715	ARS Investment Partners New York	$66.5M	-$16.8M	8	11.96%	Reduced
716	Burney Company Reston, Virginia	$66.4M	+$340K	13	3.98%	Increased
717	RI Redwood Investments Boston, Massachusetts	$66.4M	+$3.19M	9	5.11%	Increased
718	Cresset Asset Management Chicago, Illinois	$66.4M	-$9.16M	27	2.03%	Reduced
719	SRAM Stone Ridge Asset Management New York	$66.3M	-$1.16M	37	3.97%	Reduced
720	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$66.2M	-$8.71M	18	4.25%	Reduced
721	Schonfeld Strategic Advisors New York	$66.1M	+$13.2M	27	1.94%	Increased
722	CEP Chicago Equity Partners Chicago, Illinois	$66M	-$4.12M	27	3.14%	Reduced
723	Central Trust Company Jefferson City, Missouri	$65.7M	+$1.83M	32	3.7%	Increased
724	Endurance Wealth Management Providence, Rhode Island	$65.7M	-$2.47M	19	10.9%	Reduced
725	CC Cipher Capital New York	$65.4M	+$17.7M	18	5.16%	Increased