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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	Pinnacle Associates New York	$191M	-$3.67M	16	3.72%	Reduced
327	RG Renaissance Group Covington, Kentucky	$190M	+$33.4M	8	7.66%	Increased
328	Luther King Capital Management (LKCM) Fort Worth, Texas	$190M	+$2.47M	11	1.53%	Increased
329	LI LMCG Investments Boston, Massachusetts	$189M	+$58.6M	15	4.02%	Increased
330	KBC Group Brussels, Belgium	$189M	-$8.24M	32	2.85%	Reduced
331	Silvercrest Asset Management New York	$185M	+$25.2M	12	3.07%	Increased
332	Los Angeles Capital Management Los Angeles, California	$185M	-$18M	22	2.06%	Reduced
333	CM CS McKee Pittsburgh, Pennsylvania	$183M	-$63.7M	4	3.58%	Reduced
334	RIM Rainier Investment Management Seattle, Washington	$181M	-$63.5M	5	1.88%	Reduced
335	Foresters Investment Management New York	$181M	+$13.3M	6	3.92%	Increased
336	Baird Milwaukee, Wisconsin	$180M	+$6.11M	23	3.1%	Increased
337	Natixis Advisors Boston, Massachusetts	$179M	+$1.09M	27	2.93%	Increased
338	HA Heartland Advisors Milwaukee, Wisconsin	$179M	+$3.45M	5	3.1%	Increased
339	Snyder Capital Management San Francisco, California	$178M	+$25.5M	5	8.75%	Increased
340	Silver Lake Group Menlo Park, California	$178M	-$107M	1	26.89%	Reduced
341	VVP Vulcan Value Partners Birmingham, Alabama	$178M	+$42.7M	1	3.73%	Increased
342	CGM Capital Growth Management Boston, Massachusetts	$175M	+$45.3M	2	4.53%	Increased
343	Virginia Retirement Systems Richmond, Virginia	$175M	-$9.4M	24	3.49%	Reduced
344	Soros Fund Management New York	$175M	+$125M	8	1.48%	Increased
345	Jacobs Levy Equity Management Florham Park, New Jersey	$174M	-$14.8M	20	2.62%	Reduced
346	SCM Shapiro Capital Management Atlanta, Georgia	$173M	+$7.99M	2	4.51%	Increased
347	GC GMT Capital Atlanta, Georgia	$172M	-$1.7M	2	3.63%	Reduced
348	LCS Levin Capital Strategies New York	$172M	-$40.6M	7	2.76%	Reduced
349	Wilmington Trust Wilmington, Delaware	$171M	-$3.92M	18	2.89%	Reduced
350	Brandywine Global Investment Management Philadelphia, Pennsylvania	$168M	+$29.1M	24	1.54%	Increased