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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
751	Campbell Newman Asset Management Milwaukee, Wisconsin	$36.1M	+$36.9M	5	8.03%	New
752	WPC White Pine Capital Bloomington, Minnesota	$36M	+$34.9M	14	12.48%	New
753	TGI Tradewinds Global Investors Los Angeles, California	$35.7M	+$35.6M	3	1.07%	New
754	CCM Investment Advisers Columbia, South Carolina	$35.6M	+$37.1M	5	3.66%	New
755	CCT Chemung Canal Trust Elmira, New York	$35.6M	+$35.9M	6	7.92%	New
756	Nan Shan Life Insurance Taipei City, Taiwan	$35.5M	+$35.3M	1	13.16%	New
757	Nippon Life Global Investors Americas New York	$35.3M	+$35.2M	5	3.91%	New
758	Advisory Research Chicago, Illinois	$35.3M	+$35.7M	4	0.4%	New
759	HCM Highside Capital Management Dallas, Texas	$35.3M	+$36M	2	7.2%	New
760	KRC Kingdom Ridge Capital White Plains, New York	$35.2M	+$30.9M	3	16.2%	New
761	D.J. St. Germain Springfield, Massachusetts	$34.2M	+$34.6M	5	5.66%	New
762	ACR Alpine Capital Research St. Louis, Missouri	$34.2M	+$33.3M	1	7.77%	New
763	Birch Hill Investment Advisors Boston, Massachusetts	$34.1M	+$35.1M	5	4.27%	New
764	TIAA CREF Trust St Louis, Missouri	$33.5M	+$33.5M	8	0.7%	New
765	LRPA L. Roy Papp & Associates Phoenix, Arizona	$33.4M	+$33.8M	5	8.32%	New
766	Barings Charlotte, North Carolina	$33.2M	+$32.8M	23	1.49%	New
767	Bradley Foster & Sargent Hartford, Connecticut	$33.2M	+$32.8M	9	2.05%	New
768	Gamble Jones Investment Counsel Pasadena, California	$33.2M	+$33.2M	7	4.38%	New
769	LS Investment Advisors Bloomfield Hills, Michigan	$33.2M	+$33.8M	24	4.26%	New
770	AW ACG Wealth Atlanta, Georgia	$33.1M	+$33M	3	12.93%	New
771	Northeast Investment Management Boston, Massachusetts	$32.9M	+$33.2M	6	4.22%	New
772	Perpetual Ltd Sydney, New South Wales, Australia	$32.7M	+$32.5M	9	4.92%	New
773	Salem Investment Counselors Winston Salem, North Carolina	$32.7M	+$32.8M	5	4.73%	New
774	Trillium Asset Management Boston, Massachusetts	$32.6M	+$32.4M	10	4.02%	New
775	TCTC Holdings Dallas, Texas	$32.6M	+$32.2M	5	2.14%	New