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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	SM Senvest Management New York	$190M	+$21.6M	9	15.98%	Increased
327	Nomura Asset Management Tokyo, Japan	$190M	-$3.01M	24	3.62%	Reduced
328	IAM Iridian Asset Management Westport, Connecticut	$188M	-$102M	2	1.6%	Reduced
329	CAM ClariVest Asset Management San Diego, California	$187M	+$37.5M	24	5.67%	Increased
330	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$185M	-$51.8M	6	3.73%	Reduced
331	CI Investments Inc Toronto, Ontario, Canada	$185M	-$30.7M	6	2.35%	Reduced
332	JHC JFB Holdings Corp Atlanta, Georgia	$184M	+$2.08M	2	5.47%	Increased
333	Great Lakes Advisors Chicago, Illinois	$183M	+$15.6M	19	5%	Increased
334	Douglas Lane & Associates New York	$182M	+$168M	7	4.97%	New
335	Seizert Capital Partners Birmingham, Michigan	$181M	-$10.1M	11	6.17%	Reduced
336	VanEck Associates New York	$180M	-$69.8M	26	1.21%	Reduced
337	Gulf International Bank (UK) London, United Kingdom	$179M	-$564K	18	3.04%	Reduced
338	Candriam SCA Strassen, Luxembourg, Luxembourg	$179M	-$11.2M	21	4.47%	Reduced
339	TBC Three Bays Capital Boston, Massachusetts	$177M	-$14.9M	2	11.46%	Reduced
340	CAM Contour Asset Management New York	$176M	-$116M	3	11.24%	Reduced
341	KP Kiltearn Partners Edinburgh, United Kingdom	$176M	+$14.2M	1	7.39%	Increased
342	Thompson Siegel & Walmsley Richmond, Virginia	$175M	+$34.9M	21	2.84%	Increased
343	Marshall Wace London, United Kingdom	$175M	+$36.7M	30	1.68%	Increased
344	Comgest Global Investors Paris, France	$174M	+$212K	3	5.92%	Increased
345	PRO Pensioenfonds Rail & OV Utrecht, Netherlands	$172M	+$9.22M	3	9.85%	Increased
346	KBC Group Brussels, Belgium	$172M	+$12.5M	37	2.86%	Increased
347	TPG Group Holdings (SBS) Advisors Fort Worth, Texas	$171M	+$36.1M	2	1.7%	Increased
348	TBC Tweedy, Browne Co Stamford, Connecticut	$171M	-$1.71M	1	4.71%	Reduced
349	South Dakota Investment Council Sioux Falls, South Dakota	$170M	+$896K	18	3.72%	Increased
350	Columbia Wanger Asset Management Chicago, Illinois	$169M	-$22.6M	3	1.82%	Reduced