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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	Boston Trust Walden Boston, Massachusetts	$179M	-$4.07M	7	2.99%	Reduced
327	Candriam SCA Strassen, Luxembourg, Luxembourg	$179M	+$41.5M	16	4.39%	Increased
328	TBC Three Bays Capital Boston, Massachusetts	$177M	-$1.93M	2	8.87%	Reduced
329	CAM Contour Asset Management New York	$176M	+$32.7M	5	10.18%	Increased
330	GH GAM Holding Zurich, Switzerland	$175M	+$1.91M	33	3.01%	Increased
331	DnB Asset Management Oslo, Norway	$174M	+$40M	19	4.35%	Increased
332	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$174M	-$60.8M	38	1.56%	Reduced
333	Kornitzer Capital Management Shawnee Mission, Kansas	$173M	+$14.1M	12	2.75%	Increased
334	Cullen Capital Management New York	$173M	-$11.2M	6	6.08%	Reduced
335	MVP Miller Value Partners Sarasota, Florida	$173M	-$93.3K	3	4.96%	Reduced
336	Sachem Head Capital Management New York	$172M	+$41.3M	1	7.77%	Increased
337	Cooke & Bieler Philadelphia, Pennsylvania	$171M	+$11.4M	5	4.01%	Increased
338	Sarasin & Partners London, United Kingdom	$171M	+$24.7M	3	3.08%	Increased
339	Voloridge Investment Management Jupiter, Florida	$171M	+$139M	8	8.04%	Increased
340	Wedge Capital Management Charlotte, North Carolina	$170M	+$60.4M	6	1.8%	Increased
341	JHC JFB Holdings Corp Atlanta, Georgia	$168M	+$13.1M	2	5.05%	Increased
342	Whale Rock Capital Management Boston, Massachusetts	$168M	+$25.1M	7	16.7%	Increased
343	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$168M	-$9.54M	1	5%	Reduced
344	PRO Pensioenfonds Rail & OV Utrecht, Netherlands	$167M	$0	3	9.6%	Maintained
345	Edmond de Rothschild Holding Chambesy, Switzerland	$166M	+$3.47M	22	4.1%	Increased
346	LI LMCG Investments Boston, Massachusetts	$163M	+$13.4M	17	3.49%	Increased
347	SAM Shell Asset Management The Hague, Netherlands	$163M	+$20.4M	19	2.58%	Increased
348	ACM Argent Capital Management St Louis, Missouri	$163M	+$42.4M	10	8.11%	Increased
349	Gulf International Bank (UK) London, United Kingdom	$162M	-$129K	18	3.03%	Reduced
350	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$161M	+$263K	8	2.18%	Increased