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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	SCM Shapiro Capital Management Atlanta, Georgia	$297M	+$49.1M	3	6.95%	Increased
327	Thornburg Investment Management Santa Fe, New Mexico	$296M	-$2.22M	2	2.23%	Reduced
328	Kornitzer Capital Management Shawnee Mission, Kansas	$296M	-$826K	23	5.06%	Reduced
329	GGHC Gilder Gagnon Howe & Co New York	$294M	-$48.8M	15	3.64%	Reduced
330	Foresters Investment Management New York	$293M	-$3.03M	12	4.88%	Reduced
331	SRS Investment Management New York	$292M	+$145M	1	5.74%	Increased
332	Sterling Capital Management Charlotte, North Carolina	$288M	+$7.64M	27	2.71%	Increased
333	Pendal Group Sydney, Australia	$286M	-$50.5M	18	3.68%	Reduced
334	MCIM Meadow Creek Investment Management Atlanta, Georgia	$286M	+$1.83M	54	6.2%	Increased
335	Westwood Holdings Group Dallas, Texas	$285M	-$20M	11	2.31%	Reduced
336	Mirae Asset Global Investments Seoul, South Korea	$284M	-$64M	30	3.72%	Reduced
337	Candriam SCA Strassen, Luxembourg, Luxembourg	$282M	+$7.02M	26	4.81%	Increased
338	Mondrian Investment Partners London, United Kingdom	$280M	-$15.1M	5	7.63%	Reduced
339	Marsico Capital Management Denver, Colorado	$277M	+$66.3M	3	10.41%	Increased
340	WIC Water Island Capital New York	$276M	+$44.4M	2	11.06%	Increased
341	PEAK6 Group Chicago, Illinois	$276M	-$45.1M	55	1.2%	Reduced
342	London Company of Virginia Richmond, Virginia	$275M	-$28.1M	5	2.2%	Reduced
343	Peregrine Capital Management Minneapolis, Minnesota	$274M	+$11.2M	11	6.69%	Increased
344	LM Luminus Management Houston, Texas	$270M	+$99.4M	2	5.6%	Increased
345	Janney Montgomery Scott Philadelphia, Pennsylvania	$269M	+$14.1M	43	2.71%	Increased
346	United Capital Financial Advisors Irving, Texas	$268M	-$1.16M	28	2.05%	Reduced
347	Global X Management Company New York	$266M	+$91.4M	26	5.29%	Increased
348	DFO Duquesne Family Office New York	$265M	+$248M	3	14.65%	New
349	Martingale Asset Management Boston, Massachusetts	$262M	-$66M	23	3.36%	Reduced
350	AEGON Asset Management (UK) Edinburgh, United Kingdom	$261M	+$45M	14	6.71%	Increased