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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	Trust Company of Vermont Brattleboro, Vermont	$60.6M	+$913K	27	5.03%	Increased
752	Burney Company Reston, Virginia	$60.4M	-$858K	13	3.66%	Reduced
753	GC Greencape Capital Melbourne, Australia	$60.3M	+$1.55M	1	21.35%	Increased
754	PFM Parsec Financial Management Asheville, North Carolina	$59.8M	+$2.73M	8	3.72%	Increased
755	Nichols & Pratt Advisers Boston, Massachusetts	$59.8M	-$592K	6	4.92%	Reduced
756	ZWJ Investment Counsel Atlanta, Georgia	$59M	+$2.24M	5	4.63%	Increased
757	RegentAtlantic Capital Morristown, New Jersey	$59M	+$200K	18	3.98%	Increased
758	Adams Diversified Equity Fund Baltimore, Maryland	$58.6M	-$486K	8	3.11%	Reduced
759	CAPTRUST Financial Advisors Raleigh, North Carolina	$58M	+$8.84M	48	2.15%	Increased
760	Obermeyer Wealth Partners Aspen, Colorado	$58M	-$3.48M	7	5.22%	Reduced
761	Smead Capital Management Phoenix, Arizona	$58M	+$29.1M	1	2.79%	Increased
762	KCM Investment Advisors Greenbrae, California	$57.9M	+$1.53M	14	3.47%	Increased
763	Bragg Financial Advisors Charlotte, North Carolina	$57.8M	+$1.37M	10	7.12%	Increased
764	AW ACG Wealth Atlanta, Georgia	$57.5M	-$988K	8	7.72%	Reduced
765	Aristotle Capital Boston Boston, Massachusetts	$57.5M	+$3.03M	3	1.8%	Increased
766	Old National Bancorp Evansville, Indiana	$57.3M	+$5.63M	18	2.92%	Increased
767	Mercer Global Advisors Denver, Colorado	$57.2M	-$12.1K	28	1.52%	Reduced
768	Kentucky Retirement Systems Frankfort, Kentucky	$57M	+$3.31M	21	5.03%	Increased
769	Advisory Research Chicago, Illinois	$56.8M	+$430K	17	1.12%	Increased
770	Sessa Capital New York	$56.1M	+$11.1M	1	6.35%	Increased
771	ETrade Capital Management Arlington, Virginia	$55.8M	+$3.94M	32	1.5%	Increased
772	Gamble Jones Investment Counsel Pasadena, California	$55.6M	+$1.05M	6	4.76%	Increased
773	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$55.6M	$0	2	2.21%	Maintained
774	MC Montag & Caldwell Atlanta, Georgia	$55.6M	-$21.3M	3	2.86%	Reduced
775	Stewart & Patten Company Lafayette, California	$55.6M	+$635K	5	9.98%	Increased