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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	SCM Shapiro Capital Management Atlanta, Georgia	$303M	-$86.5M	3	7.76%	Reduced
277	Hermes Investment Management London Uk, United Kingdom	$302M	-$112M	7	5.17%	Reduced
278	Thornburg Investment Management Santa Fe, New Mexico	$302M	-$120M	5	2.33%	Reduced
279	Wedge Capital Management Charlotte, North Carolina	$301M	-$63.7M	13	2.92%	Reduced
280	Zurich Cantonal Bank Zurich, Switzerland	$299M	-$32.9M	65	3.09%	Reduced
281	USS Investment Management London, United Kingdom	$297M	-$26.4M	4	4.55%	Reduced
282	GC GMT Capital Atlanta, Georgia	$296M	-$35.2M	2	6.17%	Reduced
283	TPSF Texas Permanent School Fund Austin, Texas	$295M	-$9.81M	48	3.92%	Reduced
284	AWM Ashmore Wealth Management Wilmington, Delaware	$294M	-$8.73M	4	17.35%	Reduced
285	Virginia Retirement Systems Richmond, Virginia	$293M	+$35.2M	25	4.08%	Increased
286	TimesSquare Capital Management New York	$292M	-$51.2M	4	1.96%	Reduced
287	CAM ClariVest Asset Management San Diego, California	$292M	+$11M	29	7.79%	Increased
288	Envestnet Asset Management Chicago, Illinois	$291M	-$31.2M	74	1.06%	Reduced
289	Tocqueville Asset Management New York	$291M	-$16.4M	16	3.72%	Reduced
290	ACM Argent Capital Management St Louis, Missouri	$289M	+$16.2M	14	11.74%	Increased
291	Employees Retirement System of Texas Austin, Texas	$288M	-$31.3M	38	3.92%	Reduced
292	Foresters Investment Management New York	$287M	-$7.54M	11	5.11%	Reduced
293	CIBC World Markets New York	$282M	+$173M	18	2.89%	Increased
294	Jericho Capital Asset Management New York	$281M	-$197M	6	17.22%	Reduced
295	Rothschild & Co Asset Management US Stamford, Connecticut	$281M	+$82.3M	11	3.57%	Increased
296	Perkins Investment Management Chicago, Illinois	$279M	-$9.45M	7	3.56%	Reduced
297	Institutional Capital Chicago, Illinois	$279M	-$54.9M	2	4.13%	Reduced
298	BNP Paribas Asset Management Paris, France	$277M	-$31.1M	28	2.66%	Reduced
299	Arizona State Retirement System Phoenix, Arizona	$277M	-$4.48M	47	4.07%	Reduced
300	Winton Group London, United Kingdom	$276M	-$198M	19	9.11%	Reduced