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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	PR Payden & Rygel Los Angeles, California	$64M	+$683K	4	5.03%	Increased
752	Group One Trading Chicago, Illinois	$63.7M	-$34.1M	44	0.54%	Reduced
753	Stonehage Fleming Financial Services St. Helier, Jersey	$63.3M	+$18.9M	9	2.91%	Increased
754	WMC Westwood Management Corporation Chicago, Illinois	$63.3M	-$24.9M	5	8.44%	Reduced
755	NMC Nine Masts Capital Central, Hong Kong	$63.2M	+$4.95M	7	12.26%	Increased
756	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$63.1M	+$5.01M	22	3.34%	Increased
757	Salem Investment Counselors Winston Salem, North Carolina	$63.1M	+$4.04M	14	5.77%	Increased
758	GH Grosvenor Holdings Chicago, Illinois	$63M	+$63.6M	1	14.5%	New
759	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$62.9M	-$83.8K	10	8.03%	Reduced
760	AP Atwood & Palmer Kansas City, Missouri	$62.9M	+$16.1M	11	8.63%	Increased
761	Pzena Investment Management New York	$62.7M	-$583K	2	0.32%	Reduced
762	Raymond James Trust St. Petersburg, Florida	$62.7M	+$3.68M	21	3.82%	Increased
763	Mariner Overland Park, Kansas	$62.6M	+$22.2M	18	1.78%	Increased
764	BGCP Bristol Gate Capital Partners Toronto, Ontario, Canada	$62.6M	-$1.66M	2	8.91%	Reduced
765	RCM Redwood Capital Management New York	$62.4M	+$13.2M	3	4.31%	Increased
766	LG Leuthold Group Minneapolis, Minnesota	$62.4M	-$10.9M	14	6.87%	Reduced
767	Copeland Capital Management Conshohocken, Pennsylvania	$62.4M	+$17.3M	7	3.66%	Increased
768	SGAM Smith Group Asset Management Dallas, Texas	$62.3M	-$16.9M	8	1.8%	Reduced
769	Palisade Capital Management Fort Lee, New Jersey	$61.9M	+$4.24M	19	1.79%	Increased
770	RHBC R.H. Bluestein & Co Birmingham, Michigan	$61.4M	-$20.6M	8	3.16%	Reduced
771	RegentAtlantic Capital Morristown, New Jersey	$61.3M	+$249K	14	5.29%	Increased
772	RIM Ranger Investment Management Dallas, Texas	$61.2M	-$6.21M	5	4.28%	Reduced
773	Banco Santander Madrid, Spain	$61.1M	-$41.2M	14	0.71%	Reduced
774	Credit Agricole Montrouge Cedex, France	$61.1M	+$8.48M	20	4.3%	Increased
775	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$61M	+$4.45M	12	9.43%	Increased