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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
826	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$52.7M	-$6.46M	9	3.59%	Reduced
827	CIP Champlain Investment Partners Burlington, Vermont	$52.7M	+$3.64M	1	0.62%	Increased
828	FA FDx Advisors Chicago, Illinois	$52.5M	+$3.47M	31	1.44%	Increased
829	AP Atwood & Palmer Kansas City, Missouri	$52.4M	-$756K	9	7.58%	Reduced
830	WPC Waters Parkerson & Co New Orleans, Louisiana	$52.3M	+$1.63M	7	4.61%	Increased
831	Washington Trust Westerly, Rhode Island	$52.2M	+$9.84M	9	3.1%	Increased
832	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$51.9M	-$1.61M	10	5.9%	Reduced
833	Brinker Capital Berwyn, Pennsylvania	$51.7M	+$7.5M	36	2.14%	Increased
834	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$51.6M	-$464K	5	7.87%	Reduced
835	BAM Barrett Asset Management New York	$51.4M	-$328K	10	3.74%	Reduced
836	EGA Evermore Global Advisors Summit, New Jersey	$51.2M	+$26.1M	2	7.9%	Increased
837	Obermeyer Wealth Partners Aspen, Colorado	$50.5M	-$15.7M	3	4.38%	Reduced
838	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$50.5M	-$2.07M	11	9.04%	Reduced
839	CA Cullinan Associates Louisville, Kentucky	$50.4M	-$1.3M	9	3.88%	Reduced
840	WC Walthausen & Co Malta, New York	$50.3M	+$16.7M	4	4.7%	Increased
841	Synovus Financial Columbus, Georgia	$50.3M	-$503K	17	0.96%	Reduced
842	NP NS Partners London, United Kingdom	$50.2M	+$7.2M	3	6%	Increased
843	TCOV Trust Company of Vermont Brattleboro, Vermont	$50.1M	-$462K	22	4.98%	Reduced
844	BAM Baring Asset Management London, United Kingdom	$50M	-$2.92M	5	2.92%	Reduced
845	MAM Morse Asset Management Darien, Connecticut	$49.8M	+$4.73M	9	14.83%	Increased
846	Trillium Asset Management Boston, Massachusetts	$49.8M	-$6.28M	8	2.84%	Reduced
847	Johnson Investment Counsel Cincinnati, Ohio	$49.7M	+$851K	17	1.31%	Increased
848	MPAM Monarch Partners Asset Management Boston, Massachusetts	$49.6M	-$10.4M	8	4.78%	Reduced
849	Picton Mahoney Asset Management Toronto, Ontario, Canada	$49.6M	+$12.2M	8	3.74%	Increased
850	KIA KCM Investment Advisors Greenbrae, California	$49.6M	+$1.06M	12	3.03%	Increased