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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	MAMU Marathon Asset Management (UK) London, United Kingdom	$364M	+$28.2M	6	6.3%	Increased
252	Raymond James Financial Services Advisors St. Petersburg, Florida	$363M	+$23.3M	43	2.51%	Increased
253	GGHC Gilder Gagnon Howe & Co New York	$361M	+$52.8M	11	5.34%	Increased
254	HighTower Advisors Chicago, Illinois	$359M	+$7.82M	43	3.21%	Increased
255	Fifth Third Bancorp Cincinnati, Ohio	$358M	+$1.87M	46	2.63%	Increased
256	BNP Paribas Asset Management Paris, France	$356M	-$3.99M	29	3.15%	Reduced
257	Virginia Retirement Systems Richmond, Virginia	$354M	-$3.2M	35	4.43%	Reduced
258	VVP Vulcan Value Partners Birmingham, Alabama	$353M	-$251M	2	3.14%	Reduced
259	Aristotle Capital Management Los Angeles, California	$351M	+$4.55M	3	2.93%	Increased
260	NIMC NWQ Investment Management Company Los Angeles, California	$350M	-$61.5M	8	4.84%	Reduced
261	UBS O'Connor Chicago, Illinois	$349M	+$65.5M	6	5.7%	Increased
262	Marshall Wace North America New York	$348M	-$227M	40	2.54%	Reduced
263	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$347M	-$167M	11	2.63%	Reduced
264	OAM Oxford Asset Management Oxford, United Kingdom	$344M	+$28.8M	44	6.85%	Increased
265	Polar Capital London, United Kingdom	$343M	+$21.5M	14	4.62%	Increased
266	Nisa Investment Advisors St. Louis, Missouri	$343M	+$2.51M	51	4.03%	Increased
267	Artemis Investment Management Edinburgh, United Kingdom	$342M	+$90.3M	11	8.32%	Increased
268	CAM Contour Asset Management New York	$342M	+$41.1M	4	20.66%	Increased
269	Point72 Asset Management Stamford, Connecticut	$341M	+$120M	17	1.91%	Increased
270	Jane Street New York	$340M	+$118M	51	1.19%	Increased
271	Orbis Allan Gray Hamilton, Bermuda	$339M	+$962K	3	2.13%	Increased
272	SIG Senator Investment Group New York	$338M	-$11.6M	1	3.81%	Reduced
273	Oregon Public Employees Retirement Fund Tigard, Oregon	$338M	-$1.08M	29	5.74%	Reduced
274	Westfield Capital Management Boston, Massachusetts	$338M	-$100M	11	2.88%	Reduced
275	Jericho Capital Asset Management New York	$333M	+$135M	8	18.93%	Increased