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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
776	Castleark Management Chicago, Illinois	$56.8M	+$28.4M	10	2.14%	Increased
777	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$56.8M	+$2.33M	4	2.86%	Increased
778	AR Advisory Research Chicago, Illinois	$56.5M	-$3.7M	12	1.09%	Reduced
779	ARTA A.R.T. Advisors New York	$56.5M	-$12.8M	32	3.38%	Reduced
780	Fuller & Thaler Asset Management San Mateo, California	$56.4M	-$8.16M	11	0.71%	Reduced
781	Welch Group Birmingham, Alabama	$56.4M	+$718K	5	6.21%	Increased
782	JCM Jag Capital Management St Louis, Missouri	$56.4M	+$36.4M	4	9.19%	Increased
783	Guinness Asset Management London, United Kingdom	$56.2M	+$1.4M	7	9.57%	Increased
784	First Foundation Advisors Irvine, California	$56.2M	-$5.38M	12	3.33%	Reduced
785	Adams Diversified Equity Fund Baltimore, Maryland	$56M	+$16.3M	8	3.08%	Increased
786	Bragg Financial Advisors Charlotte, North Carolina	$55.9M	+$1.82M	10	7.26%	Increased
787	EULAV Asset Management Sarasota, Florida	$55.7M	+$3.06M	10	2.3%	Increased
788	MIS Morningstar Investment Services Chicago, Illinois	$55.5M	+$4.65M	3	0.95%	Increased
789	Quadrature Capital London, United Kingdom	$55.4M	+$24.5M	19	4.74%	Increased
790	Veritable Wilmington, Delaware	$55.4M	+$743K	25	1.11%	Increased
791	DLPIC Davide Leone & Partners Investment Company London, United Kingdom	$54.9M	-$54.6M	1	4.05%	Reduced
792	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$54.9M	-$46.5M	2	1.82%	Reduced
793	Sawgrass Asset Management Ponte Vedra Beach, Florida	$54.8M	+$44M	5	2.45%	Increased
794	SCM Simcoe Capital Management New York	$54.7M	+$5.55M	1	13.77%	Increased
795	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$54.5M	+$1.07M	5	4.51%	Increased
796	RMA Roffman Miller Associates Philadelphia, Pennsylvania	$54.5M	+$1.42M	2	6.2%	Increased
797	FCM Freshford Capital Management Rye Brook, New York	$54.4M	-$2.93M	1	10.42%	Reduced
798	Ancora Advisors Cleveland, Ohio	$54M	-$12.2M	11	2.45%	Reduced
799	BAM Barrett Asset Management New York	$53.9M	-$1.14M	11	3.63%	Reduced
800	BLB&B Advisors Montgomeryville, Pennsylvania	$53.8M	+$1.15M	11	6.33%	Increased