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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	Daiwa Securities Group Tokyo, Japan	$57M	+$2.13M	22	0.4%	Increased
727	Vision Capital Management Portland, Oregon	$56.8M	+$782K	3	6.54%	Increased
728	Alta Capital Management Salt Lake City, Utah	$56.1M	+$418K	3	4.69%	Increased
729	RIG Roosevelt Investment Group New York	$55.9M	-$28.4M	5	3.13%	Reduced
730	Chesley Taft & Associates Chicago, Illinois	$55.8M	-$957K	9	5.64%	Reduced
731	Soros Fund Management New York	$55.6M	-$179M	4	0.61%	Reduced
732	Tower Bridge Advisors Conshohocken, Pennsylvania	$55.5M	-$13.8K	8	6.83%	Reduced
733	BAM Barrett Asset Management New York	$55.4M	+$137K	6	4.34%	Increased
734	John G. Ullman & Associates Corning, New York	$55.2M	-$452K	10	10.39%	Reduced
735	Kovitz Investment Group Chicago, Illinois	$55.1M	-$825K	4	2.71%	Reduced
736	TI Trigran Investments Northbrook, Illinois	$55.1M	-$1.43M	2	18.07%	Reduced
737	Shelton Capital Management Denver, Colorado	$54.8M	+$6.06M	29	6.39%	Increased
738	TAM Taylor Asset Management Toronto, Ontario, Canada	$54.6M	-$11.8M	1	7.17%	Reduced
739	Neville Rodie & Shaw New York	$54.4M	+$1.44M	8	5.51%	Increased
740	Penn Davis McFarland Dallas, Texas	$54.3M	-$3.56M	1	11.91%	Reduced
741	Foundation Resource Management Little Rock, Arkansas	$54.2M	-$158K	3	7.61%	Reduced
742	Estabrook Capital Management New York	$54M	-$28.3K	13	5.96%	Reduced
743	Third Avenue Management New York	$53.9M	-$5.65M	1	1.36%	Reduced
744	Charles Schwab Investment Advisory San Francisco, California	$53.8M	+$624K	1	1.58%	Increased
745	Zacks Investment Management Chicago, Illinois	$53.7M	-$6.22M	17	1.74%	Reduced
746	SG Capital Management Chicago, Illinois	$53.5M	+$19.7M	3	13.98%	Increased
747	LM Lasry Marc	$53.1M	$0	1	4.9%	Maintained
748	DI Dalton Investments Las Vegas, Nevada	$52.8M	-$11.6M	1	13.27%	Reduced
749	Klingenstein Fields & Co New York	$52.8M	-$28.3M	7	2.35%	Reduced
750	HGI Hansberger Growth Investors Madison, Wisconsin	$52.3M	+$49M	2	16.22%	New