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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	TAM Tiverton Asset Management Wilimington, Delaware	$236M	-$34.9M	7	5.23%	Reduced
277	Hardman Johnston Global Advisors Stamford, Connecticut	$235M	+$6.22M	3	15.6%	Increased
278	IAM Iridian Asset Management Westport, Connecticut	$235M	+$114M	4	1.98%	Increased
279	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$234M	+$47.2M	7	4.19%	Increased
280	I.G. Investment Management Winnipeg, Manitoba, Canada	$233M	+$64.5M	21	0.98%	Increased
281	Wasatch Advisors Salt Lake City, Utah	$232M	-$34.5M	11	3.1%	Reduced
282	Silvercrest Asset Management New York	$230M	-$5.81M	10	3.5%	Reduced
283	SI Standard Investments New York	$228M	+$5.93M	3	16.14%	Increased
284	GC GMT Capital Atlanta, Georgia	$228M	+$2.47M	4	5.78%	Increased
285	Perkins Investment Management Chicago, Illinois	$227M	+$12.9M	5	3.28%	Increased
286	CCMH Cornerstone Capital Management Holdings New York	$224M	-$22.2M	48	2.08%	Reduced
287	Tocqueville Asset Management New York	$222M	+$4.69M	16	2.97%	Increased
288	Arizona State Retirement System Phoenix, Arizona	$221M	+$227M	45	3.11%	New
289	DekaBank Deutsche Girozentrale Frankfurt, Germany	$221M	+$7.71M	27	2.7%	Increased
290	HighTower Advisors Chicago, Illinois	$221M	+$18.2M	38	2.92%	Increased
291	Apex Capital Management Dayton, Ohio	$218M	+$9.34M	12	4.92%	Increased
292	Hermes Investment Management London Uk, United Kingdom	$217M	+$20.7M	7	5.59%	Increased
293	TGA Trilogy Global Advisors Winter Park, Florida	$215M	-$54.6M	4	5.8%	Reduced
294	RCM Riverhead Capital Management Wilmington, Delaware	$214M	-$34.5M	37	3.38%	Reduced
295	ACM Atlanta Capital Management Atlanta, Georgia	$214M	+$69.3M	4	1.61%	Increased
296	Fundsmith LLP London, United Kingdom	$213M	+$38.6M	1	6.5%	Increased
297	GAMCO Investors Greenwich, Connecticut	$213M	-$8.93M	11	1.4%	Reduced
298	Gabelli Funds Rye, New York	$210M	-$5.21M	14	1.25%	Reduced
299	City National Bank Beverly Hills, Delaware	$208M	-$87.2M	14	1.79%	Reduced
300	Mondrian Investment Partners London, United Kingdom	$206M	+$47.1M	6	4.37%	Increased