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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	EA Euclid Advisors Hartford, Connecticut	$217M	-$101M	15	2.03%	Reduced
327	Wedge Capital Management Charlotte, North Carolina	$216M	-$23.4M	7	2.16%	Reduced
328	QS Investors New York	$212M	+$136M	31	2.44%	Increased
329	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$211M	-$19.7M	14	3.57%	Reduced
330	CCM Cadian Capital Management New York	$211M	+$62.4M	3	5.3%	Increased
331	Hermes Investment Management London Uk, United Kingdom	$210M	+$42.8M	7	5.41%	Increased
332	Employees Provident Fund Board Shah Alam, Malaysia	$210M	-$7.24M	2	6.42%	Reduced
333	Boston Trust Walden Boston, Massachusetts	$209M	+$11.8M	7	3.11%	Increased
334	Snyder Capital Management San Francisco, California	$209M	+$7.17M	7	10.98%	Increased
335	Clal Insurance Tel-Aviv, Israel	$206M	+$195M	3	4.91%	New
336	Wasatch Advisors Salt Lake City, Utah	$205M	-$40.7M	9	2.13%	Reduced
337	Highbridge Capital Management New York	$202M	+$51M	24	2.59%	Increased
338	I.G. Investment Management Winnipeg, Manitoba, Canada	$201M	-$22.8M	20	0.73%	Reduced
339	LI LMCG Investments Boston, Massachusetts	$201M	-$12M	14	4.39%	Reduced
340	HA Heartland Advisors Milwaukee, Wisconsin	$201M	-$20.8M	9	3.95%	Reduced
341	PC Perry Capital New York	$200M	+$69.2M	1	8.39%	Increased
342	IIM Ivory Investment Management New York	$200M	+$14.8M	5	6.43%	Increased
343	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$200M	-$7.55M	14	5.12%	Reduced
344	GC GMT Capital Atlanta, Georgia	$199M	+$4.96M	2	4.89%	Increased
345	CAM ClariVest Asset Management San Diego, California	$199M	-$9.55M	24	7.02%	Reduced
346	Royal London Asset Management United Kingdom	$199M	+$39.9M	15	3.76%	Increased
347	Yacktman Asset Management Austin, Texas	$199M	-$279K	2	0.82%	Reduced
348	Gulf International Bank (UK) London, United Kingdom	$199M	+$5.05M	18	3.52%	Increased
349	Luther King Capital Management (LKCM) Fort Worth, Texas	$198M	-$4.12M	14	1.6%	Reduced
350	Nomura Asset Management Tokyo, Japan	$198M	-$5.45M	24	3.46%	Reduced