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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
276	Diamond Hill Capital Management Columbus, Ohio	$220M	+$218M	2	2.37%	New
277	Riverbridge Partners Minneapolis, Minnesota	$218M	+$218M	7	5.44%	New
278	TGA Trilogy Global Advisors Winter Park, Florida	$218M	+$216M	5	5.06%	New
279	SBCM Silver Bridge Capital Management Boston, Massachusetts	$217M	+$217M	9	39.5%	New
280	Jacobs Levy Equity Management Florham Park, New Jersey	$214M	+$207M	21	3.77%	New
281	Raymond James & Associates St Petersburg, Florida	$213M	+$211M	39	2.01%	New
282	Natixis Paris, France	$211M	+$208M	18	3.01%	New
283	CM CS McKee Pittsburgh, Pennsylvania	$210M	+$208M	5	3.57%	New
284	Boston Trust Walden Boston, Massachusetts	$208M	+$210M	7	3.36%	New
285	ARC Absolute Return Capital Boston, Massachusetts	$204M	+$202M	20	2.62%	New
286	LCS Levin Capital Strategies New York	$202M	+$209M	8	3.64%	New
287	Canada Life Winnipeg, Manitoba, Canada	$202M	+$201M	23	1.33%	New
288	Stifel Nicolaus & Co St Louis, Missouri	$201M	+$197M	25	3.65%	New
289	Cullen Capital Management New York	$200M	+$197M	5	6.07%	New
290	Nuveen Charlotte, North Carolina	$198M	+$196M	36	1.33%	New
291	CCMH Cornerstone Capital Management Holdings New York	$198M	+$192M	25	2.44%	New
292	Crawford Investment Counsel Atlanta, Georgia	$196M	+$200M	6	8.11%	New
293	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$196M	+$198M	14	6.14%	New
294	Robeco Institutional Asset Management Rotterdam, Netherlands	$196M	+$195M	19	1.98%	New
295	ProShare Advisors Bethesda, Maryland	$194M	+$192M	64	3.82%	New
296	Panagora Asset Management Boston, Massachusetts	$194M	+$191M	54	0.99%	New
297	SAM Sentinel Asset Management Montpelier, Vermont	$193M	+$190M	12	4.16%	New
298	GH GAM Holding Zurich, Switzerland	$193M	+$190M	26	4.21%	New
299	Madison Investment Holdings Madison, Wisconsin	$191M	+$194M	6	4.18%	New
300	Tocqueville Asset Management New York	$190M	+$186M	16	2.58%	New