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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	Engineers Gate Manager New York	$55.6M	-$19M	36	3.07%	Reduced
777	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$55.5M	-$3.78M	58	3.87%	Reduced
778	John G. Ullman & Associates Corning, New York	$55.3M	+$15.7M	10	9.73%	Increased
779	MTC McDaniel Terry & Co Austin, Texas	$55.3M	+$1.75M	5	9.17%	Increased
780	KFS Kurt F. Somerville	$55M	-$1.61M	6	10.9%	Reduced
781	RI Redwood Investments Boston, Massachusetts	$54.8M	+$12.3M	8	4.04%	Increased
782	Grassi Investment Management Santa Clara, California	$54.7M	+$6.29M	9	8.07%	Increased
783	GW Henssler & Associates Kennesaw, Georgia	$54.5M	-$6.24M	5	4.93%	Reduced
784	Roffman Miller Associates Philadelphia, Pennsylvania	$54.1M	+$1.33M	2	5.81%	Increased
785	SCM Simcoe Capital Management New York	$54M	+$219K	1	14.32%	Increased
786	Seizert Capital Partners Birmingham, Michigan	$53.9M	+$7.25M	6	2.65%	Increased
787	CDH Charles D. Hyman	$53.9M	+$31.7K	6	5.62%	Increased
788	Polaris Wealth Advisory Group San Rafael, California	$53.6M	-$45.1M	5	4.06%	Reduced
789	Sprucegrove Investment Management Toronto, Ontario, Canada	$53.5M	+$182K	3	3.38%	Increased
790	QCI Asset Management Pittsford, New York	$53.3M	-$4.51M	20	5.07%	Reduced
791	Steward Partners Investment Advisory New York	$53.2M	+$1.85M	52	1.95%	Increased
792	ICOM Investment Counselors of Maryland Baltimore, Maryland	$53.1M	-$77.4K	6	2.47%	Reduced
793	Chesley Taft & Associates Chicago, Illinois	$53.1M	+$224K	9	4.14%	Increased
794	Capital International Los Angeles, California	$53M	-$201K	8	12.6%	Reduced
795	Inverness Counsel New York	$52.9M	+$21M	4	2.7%	Increased
796	Grimes & Company Westborough, Massachusetts	$52.9M	+$2.91M	13	4.02%	Increased
797	Veritable Wilmington, Delaware	$52.9M	-$2.1M	23	1.05%	Reduced
798	PFC Poplar Forest Capital Pasadena, California	$52.8M	-$26.4M	2	3.84%	Reduced
799	Boston Advisors Boston, Massachusetts	$52.6M	-$13M	15	2.81%	Reduced
800	Ancora Advisors Cleveland, Ohio	$52.4M	-$1.24M	9	2.35%	Reduced