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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	Silvercrest Asset Management New York	$437M	+$7.3M	16	4.09%	Increased
252	TimesSquare Capital Management New York	$434M	+$71.7M	6	2.9%	Increased
253	Alyeska Investment Group Chicago, Illinois	$433M	-$163M	9	3.89%	Reduced
254	1832 Asset Management Toronto, Ontario, Canada	$432M	-$69.6M	22	1.46%	Reduced
255	Nisa Investment Advisors St. Louis, Missouri	$430M	+$3.52M	52	4.43%	Increased
256	Wedge Capital Management Charlotte, North Carolina	$430M	+$62.6M	14	4.21%	Increased
257	Brown Brothers Harriman & Co New York	$427M	-$44.5M	19	2.62%	Reduced
258	State of Michigan Retirement System Lansing, Michigan	$427M	-$63.3M	31	3.37%	Reduced
259	Point72 Asset Management Stamford, Connecticut	$412M	-$277M	23	1.65%	Reduced
260	Saturna Capital Bellingham, Washington	$409M	-$506K	11	13.12%	Reduced
261	Pendal Group Sydney, Australia	$408M	+$143M	19	5.27%	Increased
262	Arizona State Retirement System Phoenix, Arizona	$407M	-$15.1M	55	4.09%	Reduced
263	HighTower Advisors Chicago, Illinois	$405M	+$29.7M	43	3.17%	Increased
264	Causeway Capital Management Los Angeles, California	$403M	-$24M	2	4.07%	Reduced
265	AAM Ardevora Asset Management London, United Kingdom	$403M	+$217M	15	11.31%	Increased
266	Gotham Asset Management New York	$402M	-$68.3M	34	5.8%	Reduced
267	Miller Howard Investments Kingston, New York	$394M	+$77.1M	9	9.45%	Increased
268	Zurich Cantonal Bank Zurich, Switzerland	$393M	-$18.7M	71	3.51%	Reduced
269	Oregon Public Employees Retirement Fund Tigard, Oregon	$389M	-$50.1M	32	5.72%	Reduced
270	Commerzbank Aktiengesellschaft Frankfurt, Germany	$389M	+$59.4M	30	3.69%	Increased
271	Rothschild & Co Asset Management US Stamford, Connecticut	$389M	+$366K	18	4.18%	Increased
272	SCM Shapiro Capital Management Atlanta, Georgia	$387M	+$90.1M	3	8.41%	Increased
273	Gabelli Funds Rye, New York	$387M	-$57.5K	16	2.29%	Reduced
274	Hardman Johnston Global Advisors Stamford, Connecticut	$384M	-$5.78M	3	16.23%	Reduced
275	SCCM Schafer Cullen Capital Management New York	$382M	-$29.3M	6	4.93%	Reduced