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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	Private Advisor Group Morristown, New Jersey	$52.6M	+$27.2M	27	0.86%	Increased
852	NTC NF Trinity Capital Central, Hong Kong	$52.5M	+$2.98M	5	7.18%	Increased
853	FCM Freshford Capital Management Rye Brook, New York	$52.4M	+$276K	1	8.26%	Increased
854	IFM Investors Melbourne, Australia	$52M	+$20M	22	4.91%	Increased
855	GIM Grassi Investment Management Santa Clara, California	$51.7M	+$951K	5	8.3%	Increased
856	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$51.6M	+$695K	9	5.76%	Increased
857	BHMP Bardin Hill Management Partners New York	$51.6M	-$1.92M	1	6.69%	Reduced
858	CAM Cacti Asset Management Atlanta, Georgia	$51.6M	-$6.91K	3	4.17%	Reduced
859	PIP Permian Investment Partners Dallas, Texas	$51.6M	+$6.5M	1	6.85%	Increased
860	ACP Ashfield Capital Partners San Francisco, California	$51.5M	+$953K	11	6.43%	Increased
861	CDH Charles D. Hyman	$51.4M	+$986K	6	5.78%	Increased
862	QAM QCI Asset Management Pittsford, New York	$51.2M	-$2.07M	13	5.13%	Reduced
863	CCM Cerrano Capital Management New York	$51.1M	+$42.5M	3	8.63%	Increased
864	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$51M	+$959K	22	5.07%	Increased
865	GH GAM Holding Zurich, Switzerland	$50.9M	+$369K	19	1.77%	Increased
866	Brinker Capital Berwyn, Pennsylvania	$50.9M	+$276K	33	1.95%	Increased
867	ZWJ Investment Counsel Atlanta, Georgia	$50.9M	+$1.58M	5	4.4%	Increased
868	MSR Main Street Research Lakeville, Connecticut	$50.9M	+$257K	7	7.97%	Increased
869	C Chescapmanager Baltimore, Maryland	$50.8M	+$17.7M	3	5.87%	Increased
870	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$50.3M	+$394K	3	3.39%	Increased
871	Welch Group Birmingham, Alabama	$50.2M	-$391K	4	6.26%	Reduced
872	Engineers Gate Manager New York	$50.2M	-$5.07M	42	3.91%	Reduced
873	DP Dundas Partners Edinburgh, United Kingdom	$50.2M	-$4.9M	6	17.11%	Reduced
874	Intermede Investment Partners London, United Kingdom	$50.1M	+$4.32M	1	3.96%	Increased
875	GJIC Gamble Jones Investment Counsel Pasadena, California	$50M	+$2.09M	4	5.02%	Increased