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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	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$60.4M	-$152K	11	9.33%	Reduced
752	DY Dowling & Yahnke San Diego, California	$60.4M	+$5.9M	9	5.8%	Increased
753	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$60.3M	-$10.5M	8	4.62%	Reduced
754	ZWJ Investment Counsel Atlanta, Georgia	$60.1M	-$579K	5	4.95%	Reduced
755	SPC Stewart & Patten Company Lafayette, California	$60.1M	+$3.24K	5	10.96%	Increased
756	NPA Nichols & Pratt Advisers Boston, Massachusetts	$59.5M	-$1.04M	6	5%	Reduced
757	GHA GW Henssler & Associates Kennesaw, Georgia	$59.3M	+$502K	5	5.44%	Increased
758	RAM RWC Asset Management London, United Kingdom	$59.2M	+$694K	2	2.7%	Increased
759	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$59.1M	-$18.7M	62	3.93%	Reduced
760	CM CS McKee Pittsburgh, Pennsylvania	$58.9M	+$421K	5	5.17%	Increased
761	SAM Scopus Asset Management New York	$58.9M	-$7.76M	2	1.72%	Reduced
762	AssetMark Inc Concord, California	$58.6M	-$326K	46	0.53%	Reduced
763	PP PDT Partners New York	$58.2M	-$7.2M	19	3.29%	Reduced
764	EWM Endurance Wealth Management Providence, Rhode Island	$58.2M	-$889K	16	9.53%	Reduced
765	Azimuth Capital Management Bloomfield Hills, Michigan	$58M	-$2.35M	13	3.9%	Reduced
766	Mercer Global Advisors Denver, Colorado	$58M	+$54.9M	30	2.09%	New
767	QAM QCI Asset Management Pittsford, New York	$57.4M	-$6.3M	18	5.64%	Reduced
768	CDH Charles D. Hyman	$57.3M	+$1.58M	6	5.89%	Increased
769	NGM North Growth Management Vancouver, British Columbia, Canada	$57.2M	-$3.65M	6	15.27%	Reduced
770	Boston Financial Management Boston, Massachusetts	$57.1M	-$1.26M	6	3.47%	Reduced
771	BCAM Boston Common Asset Management Boston, Massachusetts	$57M	+$5.19M	7	7.4%	Increased
772	Schonfeld Strategic Advisors New York	$57M	-$5.89M	37	1.98%	Reduced
773	GJIC Gamble Jones Investment Counsel Pasadena, California	$57M	+$395K	6	5.05%	Increased
774	FC Fairpointe Capital Chicago, Illinois	$56.8M	-$31.1M	2	1.89%	Reduced
775	CA Cullinan Associates Louisville, Kentucky	$56.8M	+$3.95M	10	4.27%	Increased