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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	Commonwealth Equity Services Waltham, Massachusetts	$352M	+$2.98M	52	1.63%	Increased
277	Sterling Capital Management Charlotte, North Carolina	$349M	-$13.7M	28	3.45%	Reduced
278	Silvercrest Asset Management New York	$349M	-$56.3M	17	3.43%	Reduced
279	Vaughan Nelson Investment Management Houston, Texas	$345M	+$24.1M	11	4.63%	Increased
280	Fjarde Ap-fonden Stockholm, Sweden	$345M	+$55.5M	24	4.32%	Increased
281	ARK Investment Management St. Petersburg, Florida	$341M	+$24.7M	12	9.74%	Increased
282	Virginia Retirement Systems Richmond, Virginia	$339M	+$6.58M	36	4.01%	Increased
283	Miller Howard Investments Kingston, New York	$336M	-$72.2M	8	9.26%	Reduced
284	Cincinnati Insurance Fairfield, Ohio	$333M	$0	5	9.34%	Maintained
285	EIP Easterly Investment Partners Beverly, Massachusetts	$331M	+$334M	3	7.99%	New
286	GAMCO Investors Greenwich, Connecticut	$326M	-$3.88M	16	2.49%	Reduced
287	Wedge Capital Management Charlotte, North Carolina	$325M	-$38.2M	14	3.7%	Reduced
288	Vontobel Asset Management New York	$323M	-$87.5M	1	2.59%	Reduced
289	AAM Ardevora Asset Management London, United Kingdom	$323M	-$96.4M	9	8.43%	Reduced
290	Sculptor Capital New York	$321M	+$303M	4	1.9%	Increased
291	Norinchukin Bank Tokyo, Japan	$319M	+$1.66M	21	4.07%	Increased
292	Holocene Advisors New York	$316M	-$63.2M	22	4.83%	Reduced
293	Santa Barbara Asset Management Los Angeles, California	$315M	-$45.7M	2	4.9%	Reduced
294	Axiom Investors Greenwich, Connecticut	$311M	-$8.27M	3	9.55%	Reduced
295	MCIM Meadow Creek Investment Management Atlanta, Georgia	$310M	+$8.18M	53	6.32%	Increased
296	Ceredex Value Advisors Orlando, Florida	$310M	-$330M	9	3.81%	Reduced
297	Marshall Wace Asia Central, Hong Kong	$307M	+$115M	6	9.26%	Increased
298	SCM Shapiro Capital Management Atlanta, Georgia	$306M	-$14.1M	3	7.15%	Reduced
299	Impax Asset Management Group London, United Kingdom	$306M	+$20.9M	12	4.21%	Increased
300	Tocqueville Asset Management New York	$304M	+$3.99M	18	4.05%	Increased