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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
301	Seizert Capital Partners Birmingham, Michigan	$205M	-$29.6M	10	6.22%	Reduced
302	AMF Tjänstepension Stockholm, Sweden	$204M	+$18.4M	8	3.09%	Increased
303	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$203M	+$6.46M	3	5.06%	Increased
304	Employees Retirement System of Texas Austin, Texas	$201M	+$11.4M	31	2.87%	Increased
305	Royal London Asset Management United Kingdom	$201M	+$207M	18	3.23%	New
306	Appaloosa Management Miami Beach, Florida	$200M	+$56.9M	1	6.98%	Increased
307	Zurich Cantonal Bank Zurich, Switzerland	$200M	-$8.18M	60	2.82%	Reduced
308	Westwood Holdings Group Dallas, Texas	$198M	+$25.9M	11	1.72%	Increased
309	Virginia Retirement Systems Richmond, Virginia	$198M	+$3.39M	24	3.05%	Increased
310	CI Investments Inc Toronto, Ontario, Canada	$198M	+$5.02M	4	2.58%	Increased
311	Nisa Investment Advisors St. Louis, Missouri	$197M	-$6.92M	32	3.02%	Reduced
312	AIM Assured Investment Management New York	$196M	+$118M	18	3.58%	Increased
313	CC Carlson Capital Dallas, Texas	$196M	-$9.14M	11	2.26%	Reduced
314	Natixis Advisors Boston, Massachusetts	$194M	+$22.1M	32	3.36%	Increased
315	Polar Capital London, United Kingdom	$193M	+$7.36M	13	3.9%	Increased
316	Aristotle Capital Management Los Angeles, California	$190M	+$9.06M	4	2.37%	Increased
317	Columbia Wanger Asset Management Chicago, Illinois	$190M	-$2.08M	3	1.51%	Reduced
318	CC Cannell & Co New York	$187M	+$10.9M	6	6.07%	Increased
319	Nomura Asset Management Tokyo, Japan	$184M	+$6.44M	23	3.68%	Increased
320	Todd Asset Management Louisville, Kentucky	$184M	-$49.6M	8	5.76%	Reduced
321	RG Renaissance Group Covington, Kentucky	$184M	+$5.31M	12	7.3%	Increased
322	Douglas C. Lane & Associates New York	$183M	+$555K	7	5.2%	Increased
323	SP Summit Partners Boston, Massachusetts	$180M	$0	1	75.17%	Maintained
324	Disciplined Growth Investors Minneapolis, Minnesota	$180M	+$9.91M	4	4.61%	Increased
325	Employees Provident Fund Board Shah Alam, Malaysia	$180M	+$16.3M	3	6.83%	Increased