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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
226	Columbia Wanger Asset Management Chicago, Illinois	$312M	+$304M	7	1.37%	New
227	CC Carlson Capital Dallas, Texas	$312M	+$316M	10	3.74%	New
228	Public Employees Retirement Association of Colorado Denver, Colorado	$312M	+$311M	55	2.94%	New
229	Aviva London, United Kingdom	$303M	+$305M	24	3.06%	New
230	WBC Westpac Banking Corp Sydney, Australia	$303M	+$332M	27	4.63%	New
231	CCM Cantillon Capital Management New York	$303M	+$302M	1	9.24%	New
232	ACI AMP Capital Investors Sydney, Australia	$297M	+$292M	36	2.31%	New
233	Two Sigma Investments New York	$297M	+$292M	52	2.08%	New
234	TPSF Texas Permanent School Fund Austin, Texas	$295M	+$292M	45	3.07%	New
235	Silver Lake Group Menlo Park, California	$283M	+$267M	1	27%	New
236	Polen Capital Management Boca Raton, Florida	$281M	+$293M	1	6.68%	New
237	Scout Investments Kansas City, Missouri	$278M	+$275M	10	3.23%	New
238	AGF Investments Inc Toronto, Ontario, Canada	$275M	+$277M	8	3.18%	New
239	Yacktman Asset Management Austin, Texas	$273M	+$276M	2	1.29%	New
240	Veritas Asset Management London, United Kingdom	$273M	+$285M	1	6.51%	New
241	State of Michigan Retirement System Lansing, Michigan	$272M	+$272M	26	2.5%	New
242	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$270M	+$266M	47	2.56%	New
243	Seizert Capital Partners Birmingham, Michigan	$267M	+$254M	10	7.27%	New
244	Marsico Capital Management Denver, Colorado	$262M	+$256M	3	1.64%	New
245	TAM Third Avenue Management New York	$262M	+$255M	3	5.14%	New
246	CCM Cadian Capital Management New York	$258M	+$260M	3	7.93%	New
247	Wasatch Advisors Salt Lake City, Utah	$254M	+$255M	12	2.78%	New
248	EP Edinburgh Partners Edinburgh, United Kingdom	$253M	+$256M	2	15.1%	New
249	MAM Marketfield Asset Management New York	$253M	+$249M	2	4.23%	New
250	Viking Global Investors Stamford, Connecticut	$251M	+$233M	2	1.4%	New