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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	FCI Financial Counselors Inc Overland Park, Kansas	$52.3M	+$864K	17	3.31%	Increased
752	Saratoga Research & Investment Management Saratoga, California	$52.1M	-$2.72M	2	4.82%	Reduced
753	SC Stralem & Co New York	$51.9M	-$8.23M	1	2.41%	Reduced
754	Heritage Investors Management Corp Bethesda, Maryland	$51.7M	-$794K	4	4.02%	Reduced
755	HP Holowesko Partners Nassau, Bahamas	$51.6M	$0	3	4.52%	Maintained
756	AMI Asset Management Los Angeles, California	$51.5M	+$1.46M	3	4.5%	Increased
757	Cambridge Investment Research Advisors Fairfield, Iowa	$51.4M	+$3.23M	22	1.59%	Increased
758	Veritable Wilmington, Delaware	$51.4M	+$3.1M	21	1.07%	Increased
759	BCM Bluefin Capital Management New York	$50.9M	-$11.1M	14	3.05%	Reduced
760	Kentucky Retirement Systems Frankfort, Kentucky	$50.8M	-$2.81M	15	3.75%	Reduced
761	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$50.7M	-$1.74M	19	10.71%	Reduced
762	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$50.6M	+$256K	6	6.16%	Increased
763	NI Nuance Investments Kansas City, Missouri	$50.5M	-$37.5M	2	5.35%	Reduced
764	Visium Asset Management New York	$50.5M	-$13.8M	26	0.71%	Reduced
765	Howland Capital Management Boston, Massachusetts	$50.4M	-$454K	6	5.02%	Reduced
766	ALPS Advisors Denver, Colorado	$50.4M	+$8.51M	14	0.4%	Increased
767	Nan Shan Life Insurance Taipei City, Taiwan	$50.4M	-$40.1M	5	6.19%	Reduced
768	Hosking & Co Dublin, Ireland	$50.2M	+$48.3M	5	3.77%	New
769	VFAM Valley Forge Asset Management King Of Prussia, Pennsylvania	$50.2M	+$4.81M	4	5.95%	Increased
770	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$49.9M	-$4.07M	4	2.75%	Reduced
771	Carson Wealth (CWM LLC) Omaha, Nebraska	$49.8M	+$6.64M	6	6.04%	Increased
772	AIM Assured Investment Management New York	$49M	+$43.5M	1	0.94%	Increased
773	BA Broadview Advisors Milwaukee, Wisconsin	$48.9M	+$5.93M	4	4.97%	Increased
774	Gamble Jones Investment Counsel Pasadena, California	$48.7M	+$574K	5	5.03%	Increased
775	PCM Proxima Capital Management New York	$48.6M	+$1.77M	3	6.32%	Increased