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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	JP Morgan Private Wealth Advisors San Francisco, California	$283M	+$12.4M	27	2.9%	Increased
252	Public Employees Retirement Association of Colorado Denver, Colorado	$282M	-$63.5M	58	2.38%	Reduced
253	CAM Contour Asset Management New York	$280M	+$84.4M	6	16.51%	Increased
254	GA Greenhaven Associates Purchase, New York	$279M	-$61.1M	1	5.31%	Reduced
255	USS Investment Management London, United Kingdom	$278M	+$2.53M	4	4.59%	Increased
256	John W. Bristol & Co New York	$277M	-$7.58M	3	7.3%	Reduced
257	Baird Financial Group Milwaukee, Wisconsin	$276M	-$1.85M	28	2.77%	Reduced
258	Commerzbank Aktiengesellschaft Frankfurt, Germany	$276M	-$19.3M	26	2.13%	Reduced
259	IAM Iridian Asset Management Westport, Connecticut	$273M	+$47.9M	3	2.24%	Increased
260	Vaughan Nelson Investment Management Houston, Texas	$271M	+$7.59M	7	3.46%	Increased
261	CCMH Cornerstone Capital Management Holdings New York	$271M	+$26.1M	50	2.22%	Increased
262	VVP Vulcan Value Partners Birmingham, Alabama	$271M	+$26.7M	1	2.52%	Increased
263	Fifth Third Bancorp Cincinnati, Ohio	$266M	-$13M	64	2.33%	Reduced
264	River Road Asset Management Louisville, Kentucky	$264M	+$12.3M	3	4.58%	Increased
265	Silvercrest Asset Management New York	$264M	+$3.19M	13	3.66%	Increased
266	Discovery Capital Management South Norwalk, Connecticut	$262M	+$34.7M	4	3.1%	Increased
267	Envestnet Asset Management Chicago, Illinois	$262M	-$1.72M	63	1.19%	Reduced
268	State of Michigan Retirement System Lansing, Michigan	$261M	-$14.4M	27	2%	Reduced
269	TPSF Texas Permanent School Fund Austin, Texas	$261M	-$3.66M	48	3.21%	Reduced
270	AIM Assured Investment Management New York	$260M	+$40.3M	17	4.54%	Increased
271	Capital Fund Management (CFM) Paris, France	$257M	-$10.1M	24	2.64%	Reduced
272	Causeway Capital Management Los Angeles, California	$256M	+$5.58M	2	5.43%	Increased
273	Robeco Institutional Asset Management Rotterdam, Netherlands	$255M	-$67.7M	23	2.18%	Reduced
274	SP Summit Partners Boston, Massachusetts	$254M	+$109K	1	79.7%	Increased
275	HighTower Advisors Chicago, Illinois	$247M	+$11.9M	41	2.93%	Increased