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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	Mondrian Investment Partners London, United Kingdom	$257M	+$11.7M	6	6.07%	Increased
277	Nisa Investment Advisors St. Louis, Missouri	$254M	+$13.1M	48	3.41%	Increased
278	CI Investments Inc Toronto, Ontario, Canada	$251M	+$54.8M	10	2.86%	Increased
279	Calamos Advisors Naperville, Illinois	$248M	+$2.75M	16	1.74%	Increased
280	Numeric Investors Boston, Massachusetts	$248M	+$97M	23	2.22%	Increased
281	Natixis Advisors Boston, Massachusetts	$247M	+$3.24M	30	3.42%	Increased
282	John W. Bristol & Co New York	$247M	-$53.4M	3	6.96%	Reduced
283	RCM Roystone Capital Management New York	$245M	+$45.7M	5	15.41%	Increased
284	Voloridge Investment Management Jupiter, Florida	$242M	+$177M	12	6.93%	Increased
285	Arizona State Retirement System Phoenix, Arizona	$242M	-$19.7M	48	3.39%	Reduced
286	GAMCO Investors Greenwich, Connecticut	$240M	+$2.56M	14	1.59%	Increased
287	HighTower Advisors Chicago, Illinois	$239M	-$29.9M	32	3.02%	Reduced
288	PointState Capital New York	$238M	+$234M	2	4.9%	New
289	Foresters Investment Management New York	$238M	+$14M	11	4.59%	Increased
290	TGA Trilogy Global Advisors Winter Park, Florida	$236M	-$13.4M	5	7.25%	Reduced
291	Jupiter Investment Management London, United Kingdom	$235M	+$8.95M	16	4.4%	Increased
292	Kornitzer Capital Management Shawnee Mission, Kansas	$229M	+$4.68M	16	4.15%	Increased
293	Chartwell Investment Partners Berywn, Pennsylvania	$229M	+$131M	17	4.08%	Increased
294	Wedge Capital Management Charlotte, North Carolina	$229M	-$44.3M	9	2.37%	Reduced
295	Gabelli Funds Rye, New York	$229M	-$2.74M	16	1.35%	Reduced
296	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$227M	+$2.37M	5	4.51%	Increased
297	SG Americas Securities New York	$225M	+$10M	42	1.6%	Increased
298	Societe Generale	$225M	+$220M	42	1.6%	New
299	Egerton Capital (UK) London, United Kingdom	$223M	+$66.7M	1	2.51%	Increased
300	CP Coho Partners Berwyn, Pennsylvania	$222M	+$18.3M	3	8.06%	Increased