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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	Gateway Investment Advisers Cincinnati, Ohio	$551M	+$25.7M	26	6.22%	Increased
277	Fiduciary Management Inc Milwaukee, Wisconsin	$546M	+$20.7M	2	5.16%	Increased
278	Pentwater Capital Management Naples, Florida	$545M	+$246M	8	6.41%	Increased
279	Jupiter Asset Management London, United Kingdom	$543M	+$67.4M	17	7.64%	Increased
280	KeyBank National Association Cleveland, Ohio	$535M	-$10.6M	37	2.61%	Reduced
281	Frontier Capital Management Boston, Massachusetts	$535M	-$107M	16	6.15%	Reduced
282	Kayne Anderson Rudnick Investment Management Los Angeles, California	$534M	-$45.5M	22	1.69%	Reduced
283	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$531M	+$63.9M	33	11.18%	Increased
284	Davenport & Co Richmond, Virginia	$531M	-$5.96M	26	4.35%	Reduced
285	William Blair & Company Chicago, Illinois	$528M	-$16.9M	45	2.34%	Reduced
286	Squarepoint New York	$524M	+$65.9M	62	2.91%	Increased
287	Walleye Trading New York	$522M	+$224M	43	1.68%	Increased
288	Cullen Capital Management New York	$518M	+$7.32M	10	5.2%	Increased
289	Mairs & Power Inc St Paul, Minnesota	$518M	+$12.3M	11	6.21%	Increased
290	AEGON Asset Management (UK) Edinburgh, United Kingdom	$504M	-$71.5M	11	9.5%	Reduced
291	Paradigm Capital Management Inc Albany, New York	$501M	-$10.8M	21	34%	Reduced
292	PineBridge Investments New York	$498M	+$43M	28	6.26%	Increased
293	Oregon Public Employees Retirement Fund Tigard, Oregon	$497M	-$88.7M	62	7.53%	Reduced
294	DACG Donor Advised Charitable Giving San Francisco, California	$491M	-$113K	1	84.97%	Reduced
295	CIBC World Market Toronto, Ontario, Canada	$490M	+$16.9M	39	1.72%	Increased
296	GW&K Investment Management Boston, Massachusetts	$490M	-$34.2M	32	5.28%	Reduced
297	State of Alaska Department of Revenue Juneau, Alaska	$489M	+$36.3M	64	5.99%	Increased
298	TimesSquare Capital Management New York	$487M	-$20.6M	10	6.79%	Reduced
299	Whale Rock Capital Management Boston, Massachusetts	$484M	-$575M	5	14.38%	Reduced
300	Orbis Allan Gray Hamilton, Bermuda	$481M	+$251M	3	3.87%	Increased