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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
1501	ArrowMark Colorado Holdings Denver, Colorado	$156M	-$175M	16	6.51%	Reduced
1502	J.M. Forbes & Co Boston, Massachusetts	$156M	-$500K	12	12.28%	Reduced
1503	Ramirez Asset Management New York	$156M	+$4.78M	18	16.23%	Increased
1504	Ranger Investment Management Dallas, Texas	$156M	-$28.4M	4	9.85%	Reduced
1505	Marathon Asset Management (UK) London, United Kingdom	$155M	-$66.7M	3	6.31%	Reduced
1506	Lowe Brockenbrough & Co Richmond, Virginia	$155M	-$6.82M	13	6.9%	Reduced
1507	Brian C. Broderick	$155M	-$3M	9	23.94%	Reduced
1508	Westwood Wealth Management Los Angeles, California	$155M	-$948K	5	44.8%	Reduced
1509	Artemis Wealth Advisors New York	$154M	+$5.69M	25	18.49%	Increased
1510	SSI Scott & Selber Inc Houston, Texas	$154M	-$239K	7	32.51%	Reduced
1511	Westerkirk Capital Victoria,	$154M	-$4.31M	13	14.8%	Reduced
1512	ECP Elemental Capital Partners San Francisco, California	$154M	+$3.17M	4	32.32%	Increased
1513	German American Bancorp Jasper, Indiana	$153M	-$6.79M	15	11.47%	Reduced
1514	Atalan Capital Partners New York	$153M	+$109M	1	9.36%	New
1515	Addenda Capital Montreal, Quebec, Canada	$152M	-$7.46M	5	4.14%	Reduced
1516	ERSTE TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH S.A. Poznan,	$152M	+$27.7M	9	38.16%	Increased
1517	Folketrygdfondet Oslo Norway, Norway	$152M	-$25.7M	1	3.29%	Reduced
1518	L1 Capital International Sydney NSW 2000, Australia	$152M	+$52.9M	2	8.93%	Increased
1519	180 Wealth Advisors Federal Way, Washington	$152M	-$6.46M	27	15.25%	Reduced
1520	Spirepoint Private Client Vero Beach, Florida	$152M	+$35.3M	21	12.29%	Increased
1521	DA DCF Advisers Greenwich, Connecticut	$152M	-$38.4M	7	26.81%	Reduced
1522	Strategic Global Advisors Newport Beach, California	$152M	-$7.69M	9	21.59%	Reduced
1523	Armistice Capital New York	$151M	-$36.6M	24	1.85%	Reduced
1524	Balboa Wealth Partners Scottsdale, Arizona	$151M	-$7.97M	29	20.61%	Reduced
1525	Cypress Asset Management Houston, Texas	$151M	-$337K	17	29.46%	Reduced