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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
801	PP Patten & Patten Chattanooga, Tennessee	$57.7M	+$112K	11	5.92%	Increased
802	ABTD Arvest Bank Trust Division Dewey, Oklahoma	$57.7M	-$11.6M	4	4.11%	Reduced
803	GCP GSA Capital Partners London, United Kingdom	$57.4M	-$5.32M	46	2.85%	Reduced
804	CPM Crescent Park Management East Palo Alto, California	$57.2M	+$19.9M	1	11.23%	Increased
805	Meag Munich Ergo Munich, Germany	$57.1M	-$58.1M	14	3.54%	Reduced
806	ECP Elk Creek Partners Denver, Colorado	$56.9M	+$4.86M	5	3.13%	Increased
807	SCM Sirios Capital Management Boston, Massachusetts	$56.8M	-$3.28M	2	2.95%	Reduced
808	LCM Logan Capital Management Newtown Square, Pennsylvania	$56.8M	-$1.87M	12	3.95%	Reduced
809	Baker Avenue Asset Management San Francisco, California	$56.7M	+$5.19M	15	4.91%	Increased
810	Trillium Asset Management Boston, Massachusetts	$56.2M	+$4.94M	10	3.01%	Increased
811	MAP Managed Asset Portfolios Rochester, Michigan	$56.2M	+$14.2M	4	16.5%	Increased
812	BAM Barrett Asset Management New York	$56M	+$979K	11	3.8%	Increased
813	CM CS McKee Pittsburgh, Pennsylvania	$55.8M	-$6.8M	5	4.72%	Reduced
814	Check Capital Management Costa Mesa, California	$55.7M	-$1.21M	2	2.95%	Reduced
815	SPC Stewart & Patten Company Lafayette, California	$55.7M	-$1.13M	5	10.64%	Reduced
816	KIA KCM Investment Advisors Greenbrae, California	$55.6M	+$1.51M	11	3.42%	Increased
817	NIMI Natixis Investment Managers International Paris, France	$55.6M	+$1.58M	22	3.06%	Increased
818	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$55.4M	+$1.25M	32	1.4%	Increased
819	MML Investors Services Springfield, Massachusetts	$55.2M	+$5.05M	32	1.2%	Increased
820	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$55.1M	+$1.87M	8	10.17%	Increased
821	CAM Cortina Asset Management Milwaukee, Wisconsin	$55.1M	-$51.4M	8	2.59%	Reduced
822	GL Governors Lane New York	$55M	+$1.73M	1	2.94%	Increased
823	MDSL M.D. Sass LLC New York	$55M	-$6.55M	3	6.92%	Reduced
824	HIM Herald Investment Management London, United Kingdom	$54.8M	+$1.09M	23	15.27%	Increased
825	Boston Financial Management Boston, Massachusetts	$54.7M	-$5.55M	6	3.7%	Reduced