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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	SCM Sandler Capital Management New York	$75.4M	+$39.6M	9	7.72%	Increased
852	MLL Moody Lynn & Lieberson Boston, Massachusetts	$75.1M	-$6.34M	11	6.88%	Reduced
853	Freestone Capital Holdings Seattle, Washington	$74.8M	+$3.02M	14	3.42%	Increased
854	NewEdge Advisors New Orleans, Louisiana	$74.6M	+$13.9M	99	2.01%	Increased
855	Lombard Odier Asset Management (Europe) London, United Kingdom	$74.6M	+$17.2M	10	3.03%	Increased
856	First Long Island Investors Jericho, New York	$74.5M	-$580K	4	7.81%	Reduced
857	FineMark National Bank & Trust Fort Myers, Florida	$74.3M	+$671K	17	3.34%	Increased
858	Nicholas Investment Partners Rancho Santa Fe, California	$74.2M	+$4.77M	12	6.5%	Increased
859	Avantax Advisory Services Dallas, Texas	$74.1M	+$3.65M	35	0.99%	Increased
860	SAI Systematic Alpha Investments Princeton, New Jersey	$74M	-$269K	16	3.75%	Reduced
861	Tokio Marine Asset Management Tokyo, Japan	$74M	+$4.16M	25	5.77%	Increased
862	GAM Holding Zurich, Switzerland	$73.8M	+$9.7M	16	5.93%	Increased
863	Laird Norton Wetherby Wealth Management San Francisco, California	$73.7M	+$1.4M	30	4.74%	Increased
864	ARS Investment Partners New York	$73.6M	-$13.6M	9	9.79%	Reduced
865	SFG Sather Financial Group Victoria, Texas	$73.5M	+$13M	7	6.04%	Increased
866	RMA Roffman Miller Associates Philadelphia, Pennsylvania	$73.4M	-$59.6K	3	6.05%	Reduced
867	HAM Harber Asset Management Asheville, North Carolina	$73.3M	+$10.2M	6	20.32%	Increased
868	Yacktman Asset Management Austin, Texas	$73.1M	+$656K	2	0.73%	Increased
869	RAA RWC Asset Advisors Miami, Florida	$72.9M	-$1.2M	1	6.34%	Reduced
870	Baker Avenue Asset Management San Francisco, California	$72.7M	-$3.45M	55	4.35%	Reduced
871	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$72.7M	-$3.33M	20	5.14%	Reduced
872	Investment Management Corp of Ontario (IMCO) Toronto, Canada	$72.7M	+$69.8M	13	3.54%	New
873	General American Investors New York	$72.5M	-$4.36M	4	7.1%	Reduced
874	Greenleaf Trust Kalamazoo, Michigan	$72.2M	-$7.42M	33	0.91%	Reduced
875	Evergreen Capital Management Bellevue, Washington	$72.1M	+$4.82M	29	3.39%	Increased