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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	Voloridge Investment Management Jupiter, Florida	$47.3M	-$2.63M	7	1.11%	Reduced
727	WA Westport Advisers Westport, Connecticut	$47.3M	-$5.91M	1	7.39%	Reduced
728	MIM Martin Investment Management Palm Beach Gardens, Florida	$47.1M	+$2.47M	4	7.34%	Increased
729	RI Redwood Investments Boston, Massachusetts	$46.9M	+$24.8M	8	4.66%	Increased
730	AW ACG Wealth Atlanta, Georgia	$46.5M	+$1.11M	3	10.5%	Increased
731	Heritage Investors Management Corp Bethesda, Maryland	$46.5M	-$211K	4	3.58%	Reduced
732	MC Martin Currie Edinburgh, United Kingdom	$46.4M	-$18.7K	1	4.43%	Reduced
733	HCS Harvest Capital Strategies San Francisco, California	$46.4M	+$14.5M	12	5.46%	Increased
734	Central Trust Company Jefferson City, Missouri	$46.3M	+$2.87M	26	3.65%	Increased
735	HHC Hutchin Hill Capital New York	$46.3M	-$3.54M	14	1.36%	Reduced
736	PFM Parsec Financial Management Asheville, North Carolina	$46.1M	-$4.24M	5	4.58%	Reduced
737	Hennessy Advisors Inc Novato, California	$46.1M	+$8.16M	5	1.4%	Increased
738	CCM Cupps Capital Management Chicago, Illinois	$46M	+$3.27M	15	8.78%	Increased
739	Cambridge Investment Research Advisors Fairfield, Iowa	$45.9M	+$2.2M	26	1.04%	Increased
740	JGUA John G. Ullman & Associates Corning, New York	$45.8M	-$8.73M	7	10.75%	Reduced
741	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$45.8M	+$5.08M	7	9.16%	Increased
742	KCM Keywise Capital Management Grand Cayman, Cayman Islands	$45.7M	+$24.2M	3	38.24%	Increased
743	QIM Quantitative Investment Management Charlottesville, Virginia	$45.6M	-$10.2M	26	2.2%	Reduced
744	NCGI Next Century Growth Investors Plymouth, Minnesota	$45.5M	+$6.52M	4	2.15%	Increased
745	SoftBank Group Tokyo, Japan	$45.5M	$0	2	0.39%	Maintained
746	Banque Pictet & Cie Geneva 73, Switzerland	$45.5M	-$3.45M	6	1.19%	Reduced
747	IAM Impax Asset Management Portsmouth, New Hampshire	$45.4M	+$19.2M	4	2.43%	Increased
748	NAM North American Management Boston, Massachusetts	$45.1M	+$1.56M	6	7.36%	Increased
749	FCI Financial Counselors Inc Overland Park, Kansas	$45M	+$6.24M	13	2.79%	Increased
750	Jefferies Group New York	$44.9M	-$21.2M	29	0.26%	Reduced