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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	ZCM Ziegler Capital Management Chicago, Illinois	$156M	+$617K	22	6.26%	Increased
702	Azimuth Capital Investment Management Bloomfield Hills, Michigan	$156M	+$7.92M	14	7.69%	Increased
703	ELC Edgar Lomax Company Kingstowne, Virginia	$156M	-$2.79M	5	10.61%	Reduced
704	Empowered Funds Havertown, Pennsylvania	$155M	+$39.9M	44	4.58%	Increased
705	Granahan Investment Management Waltham, Massachusetts	$155M	-$9.27M	14	5.53%	Reduced
706	Third Point New York	$154M	-$510M	1	2.34%	Reduced
707	Colony Group Boston, Massachusetts	$154M	-$26.3M	25	2.32%	Reduced
708	ACB Aristotle Capital Boston Boston, Massachusetts	$154M	-$10M	4	4.96%	Reduced
709	Vaughan David Investments Peoria, Illinois	$154M	-$8.67M	8	4.66%	Reduced
710	Salem Investment Counselors Winston Salem, North Carolina	$153M	-$8.9M	39	5.85%	Reduced
711	Ameritas Investment Partners Lincoln, Nebraska	$152M	-$1.75M	81	6.09%	Reduced
712	SC Styrax Capital New York	$152M	+$163K	3	18.16%	Increased
713	Oribel Capital Management New York	$152M	-$60.7M	5	13.39%	Reduced
714	GH GAM Holding Zurich, Switzerland	$152M	-$20.4M	18	11.19%	Reduced
715	AIC AWM Investment Company New York	$150M	+$2.14M	11	22.17%	Increased
716	Homestead Advisers Arlington, Virginia	$150M	-$23M	6	4.17%	Reduced
717	WRBC W.R. Berkley Corp Greenwich, Connecticut	$150M	+$15.6M	4	9.74%	Increased
718	Meyer Handelman Company Rye Brook, New York	$149M	+$465K	10	6.02%	Increased
719	Cetera Advisors Denver, Colorado	$149M	+$15.4M	38	2.33%	Increased
720	KI Keystone Investors Singapore	$149M	-$13M	6	17.74%	Reduced
721	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$149M	-$2.45M	16	7.32%	Reduced
722	Laurion Capital Management New York	$149M	+$85.4M	14	0.91%	Increased
723	SCA Snowden Capital Advisors New York	$148M	-$6.12M	37	6.31%	Reduced
724	Metis Global Partners San Diego, California	$148M	+$21.7M	27	7.17%	Increased
725	Kennedy Capital Management St Louis, Missouri	$148M	-$10.6M	38	3.61%	Reduced