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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	Mairs & Power Inc St Paul, Minnesota	$856M	-$29.5M	13	7.93%	Reduced
277	CIBC Asset Management Toronto, Ontario, Canada	$854M	+$93.4M	56	3.13%	Increased
278	Findlay Park Partners London, United Kingdom	$843M	+$82.4M	4	5.63%	Increased
279	USS Investment Management London, United Kingdom	$840M	+$12.3M	26	6.36%	Increased
280	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$839M	$0	1	3.65%	Maintained
281	Silvercrest Asset Management New York	$833M	+$26.8M	37	5.28%	Increased
282	Fort Washington Investment Advisors Cincinnati, Ohio	$831M	-$72.3M	22	5.03%	Reduced
283	Walleye Trading New York	$827M	+$327M	44	2.72%	Increased
284	Janney Montgomery Scott Philadelphia, Pennsylvania	$824M	+$13.4M	54	3.2%	Increased
285	KeyBank National Association Cleveland, Ohio	$822M	-$6.13M	42	3.29%	Reduced
286	Davenport & Co Richmond, Virginia	$822M	-$1.82M	26	5.4%	Reduced
287	William Blair & Company Chicago, Illinois	$819M	+$32.4M	48	2.57%	Increased
288	OCA OEP Capital Advisors New York	$819M	-$281M	1	70.78%	Reduced
289	Diamond Hill Capital Management Columbus, Ohio	$810M	+$150M	4	2.9%	Increased
290	TimesSquare Capital Management New York	$797M	-$73.8M	10	7.06%	Reduced
291	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$796M	-$60.7M	25	7.68%	Reduced
292	Gateway Investment Advisers Cincinnati, Ohio	$795M	-$28M	29	7.59%	Reduced
293	Jericho Capital Asset Management New York	$784M	+$69.7M	6	28.72%	Increased
294	ESCM Echo Street Capital Management New York	$775M	+$200M	22	5.2%	Increased
295	Paradigm Capital Management Inc Albany, New York	$775M	-$32.7M	23	34.6%	Reduced
296	MetLife Investment Management Whippany, New Jersey	$773M	-$7.25M	71	6.34%	Reduced
297	Segall Bryant & Hamill Chicago, Illinois	$764M	-$14.1M	36	7.06%	Reduced
298	Woodline Partners San Francisco, California	$758M	-$24.7M	23	10.86%	Reduced
299	British Columbia Investment Management Victoria, British Columbia, Canada	$754M	+$17.7M	28	4.24%	Increased
300	PineBridge Investments New York	$742M	+$77.1M	27	7.59%	Increased