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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	Sit Investment Associates Minneapolis, Minnesota	$300M	-$23.6M	14	5.49%	Reduced
252	Envestnet Asset Management Chicago, Illinois	$299M	+$23.3M	65	1.29%	Increased
253	RS Investment Management San Francisco, California	$297M	-$146M	11	2.94%	Reduced
254	AIM Assured Investment Management New York	$294M	+$11.9M	15	6.46%	Increased
255	Point72 Asset Management Stamford, Connecticut	$293M	-$98.4M	11	2.25%	Reduced
256	Saturna Capital Bellingham, Washington	$292M	-$11M	10	9.34%	Reduced
257	SI Standard Investments New York	$289M	+$14.2M	1	28.84%	Increased
258	John W. Bristol & Co New York	$288M	-$11.3M	3	7.8%	Reduced
259	Hermes Investment Management London Uk, United Kingdom	$287M	+$24.6M	7	6.01%	Increased
260	Aristotle Capital Management Los Angeles, California	$284M	+$58.6M	4	3.3%	Increased
261	Factory Mutual Insurance Waltham, Massachusetts	$282M	+$36.6M	9	3.65%	Increased
262	Silvercrest Asset Management New York	$280M	+$5.62M	13	3.86%	Increased
263	DnB Asset Management Oslo, Norway	$279M	-$52.2M	21	5.83%	Reduced
264	State of Michigan Retirement System Lansing, Michigan	$278M	+$10.4M	27	2.2%	Increased
265	BNP Paribas Asset Management Paris, France	$278M	+$26.1M	24	2.35%	Increased
266	VVP Vulcan Value Partners Birmingham, Alabama	$277M	+$264K	1	2.49%	Increased
267	Sarasin & Partners London, United Kingdom	$273M	+$43.1M	3	4.45%	Increased
268	Wedge Capital Management Charlotte, North Carolina	$266M	+$3.67M	10	2.78%	Increased
269	TPSF Texas Permanent School Fund Austin, Texas	$266M	-$3.49M	48	3.36%	Reduced
270	HighTower Advisors Chicago, Illinois	$266M	+$9.26M	42	0.87%	Increased
271	MICM Matthews International Capital Management San Francisco, California	$263M	-$6.6M	2	11.66%	Reduced
272	Swedbank Stockholm, Sweden	$260M	-$38.6M	3	2.12%	Reduced
273	Vaughan Nelson Investment Management Houston, Texas	$260M	-$3.96M	7	3.29%	Reduced
274	Fifth Third Bancorp Cincinnati, Ohio	$257M	-$12.5M	47	2.22%	Reduced
275	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$254M	+$88M	8	4%	Increased