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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
326	TSU TD Securities (USA) New York	$160M	+$159M	16	3.18%	New
327	WCM Investment Management Laguna Beach, California	$159M	+$156M	4	8.58%	New
328	Fjarde Ap-fonden Stockholm, Sweden	$157M	+$156M	18	3.27%	New
329	Segall Bryant & Hamill Chicago, Illinois	$157M	+$156M	15	4.14%	New
330	Nomura Asset Management Tokyo, Japan	$155M	+$152M	23	3.07%	New
331	Kennedy Capital Management St Louis, Missouri	$155M	+$145M	20	3.15%	New
332	Bank of Nova Scotia Toronto, Ontario, Canada	$154M	+$135M	12	0.78%	New
333	GC GMT Capital Atlanta, Georgia	$154M	+$157M	2	3.54%	New
334	HCM Holland Capital Management Chicago, Illinois	$154M	+$161M	1	3.89%	New
335	Gabelli Funds Rye, New York	$154M	+$156M	11	0.93%	New
336	RIM Rainier Investment Management Seattle, Washington	$153M	+$147M	4	1.39%	New
337	Luther King Capital Management (LKCM) Fort Worth, Texas	$152M	+$144M	15	1.42%	New
338	WestEnd Advisors Charlotte, North Carolina	$152M	+$158M	1	4.99%	New
339	IIM Ivory Investment Management New York	$151M	+$139M	5	6.23%	New
340	Natixis Advisors Boston, Massachusetts	$151M	+$151M	27	3.01%	New
341	1832 Asset Management Toronto, Ontario, Canada	$151M	+$148M	6	0.66%	New
342	JP Morgan Private Wealth Advisors San Francisco, California	$151M	+$151M	16	3.72%	New
343	Wilmington Trust Wilmington, Delaware	$148M	+$147M	18	2.96%	New
344	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$147M	+$147M	21	3.26%	New
345	Chilton Investment Company Stamford, Connecticut	$147M	+$127M	5	3.94%	New
346	Starboard Value New York	$147M	+$143M	2	10.24%	New
347	Baird Milwaukee, Wisconsin	$145M	+$143M	21	2.88%	New
348	RG Renaissance Group Covington, Kentucky	$145M	+$144M	8	6.57%	New
349	Snyder Capital Management San Francisco, California	$143M	+$145M	4	7.66%	New
350	BII Baring International Investment London, United Kingdom	$143M	+$142M	2	6.15%	New