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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	TAA Turiya Advisors Asia Hong Kong	$80.8M	+$23.6M	1	22.5%	Increased
827	PHAM Pacific Heights Asset Management San Francisco, California	$80.5M	$0	4	7.84%	Maintained
828	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$80.4M	+$1.38M	5	4.76%	Increased
829	North Star Asset Management Neenah, Wisconsin	$80.4M	+$4.63M	14	4.99%	Increased
830	Shelton Capital Management Denver, Colorado	$79.7M	-$155M	35	8.34%	Reduced
831	HMP HS Management Partners New York	$79.1M	-$67.1M	1	3.65%	Reduced
832	Spinnaker Trust Portland, Maine	$78.4M	-$682K	7	6.11%	Reduced
833	InterOcean Capital Group Nashville, Tennessee	$78.4M	+$5.93M	19	2.87%	Increased
834	Braun Stacey Associates New York	$78.4M	-$9.25M	6	4.47%	Reduced
835	Baader Bank Aktiengesellschaft Unterschleissheim, Germany	$78.3M	-$8.44M	13	3.78%	Reduced
836	Endurance Wealth Management Providence, Rhode Island	$78.2M	+$4.31M	20	11.78%	Increased
837	SST S Squared Technology New York	$77.9M	+$1.19M	9	52.73%	Increased
838	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$77.8M	-$1.38M	9	3.8%	Reduced
839	Construction & Building Unions Superannuation Fund Melbourne, Australia	$77.6M	+$6.42M	2	4.47%	Increased
840	Naples Global Advisors Naples, Florida	$77.4M	+$1.63M	20	9.83%	Increased
841	Grimes & Company Westborough, Massachusetts	$77.1M	-$8.76M	15	3.25%	Reduced
842	MAM Mastrapasqua Asset Management Nashville, Tennessee	$76.9M	-$11.1M	16	10.14%	Reduced
843	FourThought Financial Partners Venice, Florida	$76.9M	+$74.9M	20	11.13%	New
844	Folketrygdfondet Oslo Norway, Norway	$76.8M	+$3.42M	1	1.63%	Increased
845	Siemens Fonds Invest Munich, Germany	$76.4M	-$1.74M	22	7.65%	Reduced
846	Meiji Yasuda Asset Management Tokyo, Japan	$76.2M	+$4.94M	24	3.65%	Increased
847	TA Trivest Advisors Hong Kong	$76M	+$61.7M	3	9.22%	Increased
848	Davidson Kempner Capital Management New York	$75.8M	+$9.38M	3	1.44%	Increased
849	ACM AIGH Capital Management Baltimore, Maryland	$75.7M	-$7.05M	7	24.94%	Reduced
850	Rice Hall James & Associates San Diego, California	$75.4M	-$7.62M	14	4.32%	Reduced