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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	Ancora Advisors Cleveland, Ohio	$90.5M	-$5.19M	40	2.61%	Reduced
777	Nippon Life Global Investors Americas New York	$90.5M	-$3.28M	9	5.97%	Reduced
778	Harvest Portfolios Group Oakville, Ontario, Canada	$90M	+$91.2M	6	5.18%	New
779	TIAM TT International Asset Management London, United Kingdom	$90M	+$17.4M	2	8.81%	Increased
780	ABI Abrams Bison Investments Bethesda, Maryland	$90M	-$96K	1	9.6%	Reduced
781	GAM Griffin Asset Management New York	$89.9M	-$2.02M	12	13.56%	Reduced
782	Close Asset Management London, United Kingdom	$89.2M	-$1.47M	7	4.73%	Reduced
783	Vestmark Advisory Solutions Wakefield, Massachusetts	$88.8M	+$693K	30	4.32%	Increased
784	WIM Weitz Investment Management Omaha, Nebraska	$88.5M	-$7.24M	3	5.02%	Reduced
785	JGC J. Goldman & Co New York	$88.5M	+$70.4M	7	4.35%	Increased
786	Covea Finance Paris, France	$88.2M	-$2.39M	6	4.39%	Reduced
787	Cetera Advisors Denver, Colorado	$88.1M	+$3.04M	34	1.6%	Increased
788	Capstone Investment Advisors New York	$87.9M	-$41.5M	25	0.64%	Reduced
789	Country Trust Bank Bloomington, Illinois	$87.8M	-$5.77M	14	2.6%	Reduced
790	CI Cooper Investors Melbourne, Victoria, Australia	$87.7M	-$6.92M	3	8.25%	Reduced
791	First National Bank of Omaha Omaha, Nebraska	$87.2M	-$4.41M	18	5.39%	Reduced
792	NIMI Natixis Investment Managers International Paris, France	$87M	-$20M	13	6.5%	Reduced
793	PFM Parsec Financial Management Asheville, North Carolina	$87M	+$2.67M	18	3.87%	Increased
794	PEAK6 Investments Chicago, Illinois	$86.9M	-$219M	50	0.5%	Reduced
795	Sumitomo Mitsui Financial Group Tokyo, Japan	$86.9M	+$5.02M	8	3.29%	Increased
796	Emerald Advisers Leola, Pennsylvania	$86M	-$5.14M	14	4.16%	Reduced
797	MPM MBB Public Markets Chicago, Illinois	$85.7M	+$4.48M	11	2.32%	Increased
798	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$85.7M	+$13.1M	13	6.77%	Increased
799	Bridgeway Capital Management Houston, Texas	$85.6M	-$39.6M	26	2.21%	Reduced
800	Wilmington Savings Fund Society Wilmington, Delaware	$85.4M	-$962K	18	3.88%	Reduced