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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	Heritage Investors Management Corp Bethesda, Maryland	$99.9M	-$618K	13	4.56%	Reduced
727	Cookson Peirce & Co Pittsburgh, Pennsylvania	$99.7M	-$25.9M	9	6.48%	Reduced
728	CT Cambridge Trust Cambridge, Massachusetts	$99.6M	-$3.71M	36	4.46%	Reduced
729	Busey Bank Urbana, Illinois	$99.3M	+$26.3K	13	4.46%	Increased
730	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$99.1M	-$700K	37	5.19%	Reduced
731	WhitTier Trust Company Reno, Nevada	$99M	-$3.24M	38	3.9%	Reduced
732	Oversea-Chinese Banking Corp (OCBC) Singapore	$99M	+$99M	19	5.71%	New
733	SCM Scopia Capital Management New York	$98.9M	+$58.3M	2	9.04%	Increased
734	London & Capital Asset Management London, United Kingdom	$98.8M	-$5.03M	6	9.11%	Reduced
735	NewEdge Wealth Pittsburgh, Pennsylvania	$98.8M	+$13.3M	28	4.25%	Increased
736	SRC Shufro Rose & Co New York	$98.7M	-$3.86M	14	8.33%	Reduced
737	Crawford Investment Counsel Atlanta, Georgia	$98.6M	-$1.66M	10	2.12%	Reduced
738	YC Yarbrough Capital Franklin, Tennessee	$98.3M	+$1.01M	13	7.81%	Increased
739	Smith Salley Wealth Management Greensboro, North Carolina	$98.1M	+$9.81M	11	8.39%	Increased
740	WIC Willis Investment Counsel Gainesville, Georgia	$97.9M	+$3.04M	5	6.26%	Increased
741	Bailard Foster City, California	$97.5M	+$1.07M	22	3.71%	Increased
742	Central Trust Company Jefferson City, Missouri	$97.4M	-$3.63M	41	3%	Reduced
743	River Road Asset Management Louisville, Kentucky	$97.3M	+$182K	4	1.33%	Increased
744	TAL TIG Advisors LLC New York	$97.3M	+$14.1M	4	5.87%	Increased
745	BWC Blue Whale Capital London, United Kingdom	$97.3M	+$1.03M	2	16.58%	Increased
746	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$97.2M	+$45.2M	7	2.83%	Increased
747	SAM Shell Asset Management The Hague, Netherlands	$97.2M	-$12.2M	42	4.26%	Reduced
748	Klingenstein Fields & Co New York	$96.9M	-$1.83M	11	5.03%	Reduced
749	Capital International Los Angeles, California	$96.7M	+$2.09M	10	6.67%	Increased
750	Great Lakes Advisors Chicago, Illinois	$96.5M	+$3.83M	29	5.53%	Increased