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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
251	Sterling Capital Management Charlotte, North Carolina	$249M	+$252M	11	3.06%	New
252	Fifth Third Bancorp Cincinnati, Ohio	$248M	+$248M	46	2.65%	New
253	IRF IBM Retirement Fund Armonk, New York	$246M	+$244M	27	3.03%	New
254	F&C Asset Management Edinburgh, Scotland, United Kingdom	$245M	+$240M	20	3.36%	New
255	Cambiar Investors Denver, Colorado	$245M	+$241M	4	3.95%	New
256	TAA Turiya Advisors Asia Hong Kong	$243M	+$190M	2	27.96%	New
257	MSA Mason Street Advisors Milwaukee, Wisconsin	$239M	+$236M	46	2.63%	New
258	Korea Investment Corp Seoul, South Korea	$239M	+$239M	16	2.87%	New
259	NIMC NWQ Investment Management Company Los Angeles, California	$239M	+$236M	7	2.08%	New
260	Nomura Holdings Tokyo, Japan	$239M	+$230M	58	1.94%	New
261	Westwood Holdings Group Dallas, Texas	$236M	+$241M	7	2.06%	New
262	Irish Life Investment Managers Dublin, Ireland	$236M	+$234M	49	2.98%	New
263	TimesSquare Capital Management New York	$235M	+$225M	5	1.45%	New
264	LBG Lloyds Banking Group London, United Kingdom	$234M	+$235M	16	2.46%	New
265	PRO Pensioenfonds Rail & OV Utrecht, Netherlands	$234M	+$231M	4	11.49%	New
266	VanEck Associates New York	$233M	+$227M	24	1.27%	New
267	Sit Investment Associates Minneapolis, Minnesota	$232M	+$229M	12	4.69%	New
268	Eagle Capital Management (New York) New York	$232M	+$230M	1	1.24%	New
269	Arizona State Retirement System Phoenix, Arizona	$230M	+$228M	45	3.14%	New
270	Cooperman Leon G	$229M	+$239M	1	3.51%	New
271	Employees Retirement System of Texas Austin, Texas	$226M	+$224M	32	2.69%	New
272	WP Wedgewood Partners St Louis, Missouri	$225M	+$235M	1	6.51%	New
273	FC Fairpointe Capital Chicago, Illinois	$225M	+$215M	2	4.51%	New
274	SEI Trust Company Oaks, Pennsylvania	$222M	+$221M	33	2.71%	New
275	Cooke & Bieler Philadelphia, Pennsylvania	$222M	+$222M	6	5.28%	New