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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	Arizona State Retirement System Phoenix, Arizona	$280M	-$7.63M	45	3.47%	Reduced
277	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$279M	-$274M	35	1.82%	Reduced
278	JP Morgan Private Wealth Advisors San Francisco, California	$275M	+$24M	32	3.53%	Increased
279	Flossbach Von Storch Cologne, Germany	$274M	+$37.3M	4	5.94%	Increased
280	Riverbridge Partners Minneapolis, Minnesota	$272M	-$20.6M	7	5.31%	Reduced
281	NA Navellier & Associates Reno, Nevada	$270M	-$37.7M	16	13.59%	Reduced
282	ACM Atlanta Capital Management Atlanta, Georgia	$270M	-$13.7M	4	1.94%	Reduced
283	Marshall Wace London, United Kingdom	$268M	+$63.1M	23	3.87%	Increased
284	MAMU Marathon Asset Management (UK) London, United Kingdom	$253M	-$33.9M	4	6.2%	Reduced
285	Polar Capital London, United Kingdom	$252M	-$50.9M	14	5.29%	Reduced
286	Brandes Investment Partners La Jolla, California	$252M	-$188M	3	3.34%	Reduced
287	SCM SAB Capital Management New York	$250M	+$39.8M	1	12.08%	Increased
288	NAM NorthCoast Asset Management Greenwich, Connecticut	$250M	+$78.2M	8	12.33%	Increased
289	Manning & Napier Advisors Fairport, New York	$245M	-$151M	6	1.02%	Reduced
290	RCM Roystone Capital Management New York	$245M	+$26.8M	2	10.01%	Increased
291	Wasatch Advisors Salt Lake City, Utah	$245M	-$19.3M	12	2.56%	Reduced
292	Silvercrest Asset Management New York	$244M	+$1.95M	12	3.77%	Increased
293	Foresters Investment Management New York	$244M	+$13M	10	5.16%	Increased
294	Miller Howard Investments Kingston, New York	$241M	-$391K	4	3.73%	Reduced
295	Nisa Investment Advisors St. Louis, Missouri	$239M	+$759K	34	3.35%	Increased
296	Gabelli Funds Rye, New York	$235M	-$17M	14	1.19%	Reduced
297	PRO Pensioenfonds Rail & OV Utrecht, Netherlands	$235M	$0	3	9.36%	Maintained
298	RCM Riverhead Capital Management Wilmington, Delaware	$235M	+$18.6M	22	4.04%	Increased
299	Cambiar Investors Denver, Colorado	$234M	-$36.6M	3	3.35%	Reduced
300	Baird Milwaukee, Wisconsin	$233M	-$45M	25	3.28%	Reduced