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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	BNP Paribas Asset Management Paris, France	$304M	-$14.1M	27	2.59%	Reduced
277	Natixis Advisors Boston, Massachusetts	$304M	+$9.11M	32	3.93%	Increased
278	Natixis Paris, France	$303M	+$87M	16	3.51%	Increased
279	PC Passport Capital San Francisco, California	$302M	+$244M	10	6.25%	Increased
280	Susquehanna International Group Bala Cynwyd, Pennsylvania	$301M	-$77.5M	55	0.15%	Reduced
281	AIM Assured Investment Management New York	$301M	-$15.4M	14	6.88%	Reduced
282	Tocqueville Asset Management New York	$300M	-$14.3M	17	3.6%	Reduced
283	IIM Ivory Investment Management New York	$299M	+$70.4M	8	8.55%	Increased
284	AWM Ashmore Wealth Management Wilmington, Delaware	$296M	-$232M	4	18.28%	Reduced
285	Nisa Investment Advisors St. Louis, Missouri	$295M	+$4.33M	51	3.82%	Increased
286	HighTower Advisors Chicago, Illinois	$293M	+$20.9M	41	3.4%	Increased
287	Todd Asset Management Louisville, Kentucky	$293M	+$23.2M	11	8.85%	Increased
288	Balyasny Asset Management Chicago, Illinois	$290M	+$155M	17	1.68%	Increased
289	Foresters Investment Management New York	$290M	+$15.6M	11	5.37%	Increased
290	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$289M	-$23.5M	8	4.44%	Reduced
291	TPSF Texas Permanent School Fund Austin, Texas	$289M	-$8.74M	48	3.87%	Reduced
292	MICM Matthews International Capital Management San Francisco, California	$287M	-$34M	2	11.79%	Reduced
293	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$285M	-$4.64M	6	5.44%	Reduced
294	Mondrian Investment Partners London, United Kingdom	$281M	-$11.9M	7	6.87%	Reduced
295	YCMGA York Capital Management Global Advisors New York	$281M	+$39.2M	6	8.88%	Increased
296	PIM Platinum Investment Management Sydney Australia 2000, Australia	$280M	-$42.4M	8	6.54%	Reduced
297	Discovery Capital Management South Norwalk, Connecticut	$280M	+$31.2M	4	5.93%	Increased
298	VM Valinor Management New York	$276M	-$57M	2	9.5%	Reduced
299	Arizona State Retirement System Phoenix, Arizona	$270M	-$7.77M	48	4.1%	Reduced
300	SA SPO Advisory San Anselmo, California	$270M	-$150M	1	4.73%	Reduced