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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	Calamos Advisors Naperville, Illinois	$225M	-$18.1M	15	1.41%	Reduced
327	Douglas C. Lane & Associates New York	$223M	-$1.76M	7	5.85%	Reduced
328	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$222M	-$20.7M	2	5.53%	Reduced
329	Hermes Investment Management London Uk, United Kingdom	$219M	+$6.84M	7	5.08%	Increased
330	HighTower Advisors Chicago, Illinois	$217M	-$10.1M	34	3.23%	Reduced
331	TGA Trilogy Global Advisors Winter Park, Florida	$216M	-$36.8M	3	4.64%	Reduced
332	Snyder Capital Management San Francisco, California	$215M	-$1.09M	7	10.92%	Reduced
333	FQ First Quadrant Glendale, California	$215M	+$48.6M	18	4.47%	Increased
334	Employees Retirement System of Texas Austin, Texas	$215M	-$13.5M	25	2.77%	Reduced
335	RIM Rainier Investment Management Seattle, Washington	$215M	+$105K	6	4.3%	Increased
336	Congress Asset Management Boston, Massachusetts	$212M	+$7.19M	8	5.09%	Increased
337	Employees Provident Fund Board Shah Alam, Malaysia	$211M	+$24.7M	2	7.19%	Increased
338	Boston Trust Walden Boston, Massachusetts	$211M	-$1.85M	7	3.13%	Reduced
339	GH GAM Holding Zurich, Switzerland	$210M	-$20.1M	31	3.15%	Reduced
340	CC Cannell & Co New York	$210M	+$21.5M	7	6.07%	Increased
341	LCM Lakewood Capital Management New York	$209M	+$3.32M	2	10.72%	Increased
342	AGF Investments Inc Toronto, Ontario, Canada	$206M	-$33.6M	14	2.24%	Reduced
343	Aristotle Capital Management Los Angeles, California	$206M	-$3.94M	3	2.56%	Reduced
344	QS Investors New York	$205M	-$8.67M	31	2.33%	Reduced
345	Apex Capital Management Dayton, Ohio	$204M	+$71.2M	12	4.8%	Increased
346	VFA Virtus Fund Advisers Hartford, Connecticut	$203M	-$14.8M	20	1.52%	Reduced
347	Nomura Holdings Tokyo, Japan	$201M	+$18.4M	41	0.66%	Increased
348	Nomura Asset Management Tokyo, Japan	$200M	+$7.04M	26	3.57%	Increased
349	Findlay Park Partners London, United Kingdom	$199M	-$2.48M	3	2.07%	Reduced
350	Cooke & Bieler Philadelphia, Pennsylvania	$197M	+$8.98M	5	4.27%	Increased