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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	Burney Company Reston, Virginia	$64.3M	+$5.02M	11	3.98%	Increased
727	GC Greencape Capital Melbourne, Australia	$64.2M	+$1.75M	1	28.05%	Increased
728	TCM Twin Capital Management Mcmurray, Pennsylvania	$64M	+$2.71M	9	3.15%	Increased
729	Third Point New York	$63.4M	+$70.2M	1	0.7%	New
730	Yacktman Asset Management Austin, Texas	$63M	+$468K	2	0.78%	Increased
731	Williams Jones & Associates New York	$62.9M	-$1.05M	13	1.39%	Reduced
732	Eastern Bank Boston, Massachusetts	$62.4M	+$8.6M	10	4.19%	Increased
733	CAM Cacti Asset Management Atlanta, Georgia	$62.3M	-$361K	3	5.02%	Reduced
734	PFM Parsec Financial Management Asheville, North Carolina	$62.2M	+$326K	7	3.95%	Increased
735	MAI Capital Management Independence, Ohio	$62.1M	+$1.18M	15	3.18%	Increased
736	MAM Meeder Asset Management Dublin, Ohio	$61.9M	+$11.5M	46	4.88%	Increased
737	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$61.8M	-$7.29M	12	1.82%	Reduced
738	WIC Willis Investment Counsel Gainesville, Georgia	$61.6M	-$40M	4	4.24%	Reduced
739	Private Advisor Group Morristown, New Jersey	$61.6M	+$2.66M	30	1.22%	Increased
740	RegentAtlantic Capital Morristown, New Jersey	$61.6M	-$285K	17	4.29%	Reduced
741	RGI River Global Investors London, United Kingdom	$61.4M	+$5.42M	6	4.29%	Increased
742	Bridgewater Associates Westport, Connecticut	$61.4M	-$93.1M	6	0.38%	Reduced
743	PFC Poplar Forest Capital Pasadena, California	$61.2M	-$5.24M	2	4.13%	Reduced
744	Emerald Advisers Leola, Pennsylvania	$61.2M	-$13M	6	2.49%	Reduced
745	MTC McDaniel Terry & Co Austin, Texas	$61M	+$1.89M	4	10.45%	Increased
746	KFS Kurt F. Somerville	$61M	+$358K	7	12.1%	Increased
747	TCOV Trust Company of Vermont Brattleboro, Vermont	$60.8M	+$475K	27	5.24%	Increased
748	NG NatWest Group Edinburgh, Scotland, United Kingdom	$60.6M	+$750K	3	12.17%	Increased
749	KIA KCM Investment Advisors Greenbrae, California	$60.6M	-$1.6M	13	3.92%	Reduced
750	Obermeyer Wealth Partners Aspen, Colorado	$60.6M	-$12.3M	6	5.69%	Reduced