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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
1976	BMCM Burns Matteson Capital Management Corning, New York	$90.5M	+$774K	11	28.32%	Increased
1977	MJP Michael J. Puzo	$90.5M	-$3.25M	8	23.32%	Reduced
1978	FIM FWL Investment Management Dallas, Texas	$90.5M	+$9.3M	31	16.61%	Increased
1979	PC Port Capital Chicago, Illinois	$90.4M	+$162K	6	3.69%	Increased
1980	AOWM Asset One Wealth Management Bellevue, Washington	$90M	-$91.2K	21	9.49%	Reduced
1981	CHAM Clear Harbor Asset Management Stamford, Connecticut	$89.9M	-$11.1M	18	5.54%	Reduced
1982	CC Cornerstone Capital Palo Alto, California	$89.8M	-$17.2M	7	8.03%	Reduced
1983	TCA Teewinot Capital Advisers New York	$89.8M	-$7.11M	1	6.5%	Reduced
1984	WAM Wallington Asset Management Indianapolis, Indiana	$89.7M	-$15.6M	4	11.03%	Reduced
1985	KWM Keebeck Wealth Management Chicago, Illinois	$89.6M	+$7.47M	29	8.76%	Increased
1986	FM Family Management New York	$89.5M	+$11.7M	20	9.18%	Increased
1987	Nicholas Hoffman & Company Atlanta, Georgia	$89.4M	+$1.33M	16	1.89%	Increased
1988	NCM Northside Capital Management Hood River, Oregon	$89.3M	+$1.81M	12	7.31%	Increased
1989	THCM Taylor Hoffman Capital Management Richmond, Virginia	$89M	-$468K	9	21.63%	Reduced
1990	AA Alta Advisers London, United Kingdom	$89M	+$37.7M	27	20.18%	Increased
1991	RFP Root Financial Partners Encinitas, California	$88.6M	+$607K	25	3.44%	Increased
1992	COLIM City of London Investment Management London, United Kingdom	$88.6M	+$17.5M	1	5.33%	Increased
1993	RWA River Wealth Advisors Camp Hill, Pennsylvania	$88.6M	+$10.4M	13	9.27%	Increased
1994	RWM Rench Wealth Management Denton, Texas	$88.5M	-$9.81M	8	23.76%	Reduced
1995	Kestra Investment Management Austin, Texas	$88.4M	-$9.45M	25	1.71%	Reduced
1996	FM Foster & Motley Cincinnati, Ohio	$88.3M	-$1.02M	17	4.07%	Reduced
1997	WIM Weitz Investment Management Omaha, Nebraska	$88.2M	-$31.2M	6	6.11%	Reduced
1998	CT Chicago Trust Grayslake, Illinois	$88.2M	+$1.39M	22	12.78%	Increased
1999	CCAM Capelight Capital Asset Management New York	$88.2M	+$3.55M	12	42.31%	Increased
2000	TAM Timucuan Asset Management Jacksonville, Florida	$88.1M	-$181M	1	3.24%	Reduced