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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
726	WI WBI Investments Red Bank, New Jersey	$38.2M	+$37.5M	2	2.74%	New
727	Moore Capital Management New York	$38.1M	+$37.9M	6	0.91%	New
728	RC RGM Capital Naples, Florida	$38M	+$38.8M	1	11.28%	New
729	CEP Chicago Equity Partners Chicago, Illinois	$38M	+$35.6M	13	1.18%	New
730	BA Broadview Advisors Milwaukee, Wisconsin	$37.9M	+$37.2M	5	5.32%	New
731	GIM Goelzer Investment Management Carmel, Indiana	$37.8M	+$38M	7	4.03%	New
732	PVH Psagot Value Holdings Tel Aviv, Israel	$37.8M	+$38.5M	4	1.6%	New
733	ACM Alta Capital Management Salt Lake City, Utah	$37.6M	+$38.5M	2	5.08%	New
734	CIBC World Market Toronto, Ontario, Canada	$37.5M	+$36.5M	15	0.17%	New
735	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$37.5M	+$37.9M	8	5.56%	New
736	HL Financial Services Louisville, Kentucky	$37.5M	+$37.2M	8	1.38%	New
737	KCA KR Capital Advisors New York	$37.5M	+$37.5M	3	6.79%	New
738	QIM Quest Investment Management Lake Oswego, Oregon	$37.2M	+$38.4M	5	2.82%	New
739	NRS Neville Rodie & Shaw New York	$37.1M	+$36.9M	7	4.49%	New
740	Sculptor Capital New York	$36.8M	+$35.3M	5	0.12%	New
741	Washington Trust Westerly, Rhode Island	$36.8M	+$37.6M	5	3.11%	New
742	FCI Financial Counselors Inc Overland Park, Kansas	$36.7M	+$36.4M	11	3.05%	New
743	BAM Barrett Asset Management New York	$36.6M	+$36.3M	6	3.71%	New
744	TI Trigran Investments Northbrook, Illinois	$36.6M	+$37.9M	2	18.17%	New
745	Martingale Asset Management Boston, Massachusetts	$36.5M	+$36.4M	13	1.35%	New
746	Veritable Wilmington, Delaware	$36.4M	+$36.2M	19	0.88%	New
747	WM WS Management Jacksonville, Florida	$36.3M	+$28.1M	1	1.16%	New
748	SCI S&CO Inc Boston, Massachusetts	$36.3M	+$35.8M	5	5.51%	New
749	Avalon Investment & Advisory Houston, Texas	$36.1M	+$36.4M	5	2.16%	New
750	Scotia Capital Toronto, Ontario, Canada	$36.1M	+$35.9M	7	1.39%	New