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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
851	GES GO ETF Solutions London, United Kingdom	$49.4M	+$19.3M	7	9.14%	Increased
852	CC Cipher Capital New York	$49.2M	-$11.2M	19	3.7%	Reduced
853	LMR Partners London, United Kingdom	$49.2M	-$40.9M	15	5.32%	Reduced
854	Bradley Foster & Sargent Hartford, Connecticut	$49.1M	+$249K	12	1.87%	Increased
855	FFM Fullerton Fund Management Singapore	$49M	-$2.39M	1	20.6%	Reduced
856	ANI American National Insurance Galveston, Texas	$48.7M	-$7.04M	11	2.57%	Reduced
857	PP Patten & Patten Chattanooga, Tennessee	$48.6M	+$4.95M	11	5.12%	Increased
858	USSCPF United States Steel & Carnegie Pension Fund New York	$48.6M	$0	1	2.22%	Maintained
859	RMA Roffman Miller Associates Philadelphia, Pennsylvania	$48.4M	+$462K	2	6.38%	Increased
860	FHAM Folger Hill Asset Management New York	$48.2M	+$2.29M	5	4.18%	Increased
861	Pacer Advisors Malvern, Pennsylvania	$48.2M	+$3M	36	4.27%	Increased
862	Engineers Gate Manager New York	$48.1M	-$18.5M	26	4.05%	Reduced
863	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$48M	-$1.73M	9	10.03%	Reduced
864	WIM Weitz Investment Management Omaha, Nebraska	$48M	-$104K	1	1.98%	Reduced
865	CI Cigna Investments Bloomfield, Connecticut	$48M	+$166K	27	3.2%	Increased
866	First Allied Advisory Services San Diego, California	$47.8M	+$672K	30	2.06%	Increased
867	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$47.8M	+$61.6K	5	5.41%	Increased
868	PC Pier Capital Stamford, Connecticut	$47.7M	+$2.84M	9	8.27%	Increased
869	JCM Jag Capital Management St Louis, Missouri	$47.5M	-$14.2M	6	8.91%	Reduced
870	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$47.3M	+$3.99M	3	2.66%	Increased
871	Palisade Capital Management Fort Lee, New Jersey	$47.3M	-$4.91M	9	1.68%	Reduced
872	TAM Tiverton Asset Management Wilimington, Delaware	$47.3M	-$857K	8	2.68%	Reduced
873	SC Skylands Capital Milwaukee, Wisconsin	$47.2M	+$490K	5	6.28%	Increased
874	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$47.2M	+$644K	11	7.27%	Increased
875	DBG De Burlo Group Boston, Massachusetts	$47.2M	+$4.6M	8	10.46%	Increased