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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
351	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$153M	-$4.22M	21	3.32%	Reduced
352	Starboard Value New York	$153M	+$6.54M	2	12.3%	Increased
353	MICM Matthews International Capital Management San Francisco, California	$153M	+$3.02M	1	7.8%	Increased
354	DnB Asset Management Oslo, Norway	$151M	+$33.8M	13	4.13%	Increased
355	Two Sigma Advisers New York	$151M	+$52.2M	48	1.8%	Increased
356	Snyder Capital Management San Francisco, California	$149M	-$7.28M	4	7.71%	Reduced
357	Crawford Investment Counsel Atlanta, Georgia	$148M	-$72.7M	6	5.87%	Reduced
358	Winton Capital Management London, United Kingdom	$148M	-$3.99M	17	1.78%	Reduced
359	MPMG Minneapolis Portfolio Management Group Wayzata, Minnesota	$147M	+$9.3M	5	18.42%	Increased
360	KI Kalmar Investments Greenville, Delaware	$147M	-$1.02M	7	2.6%	Reduced
361	Silvercrest Asset Management New York	$146M	+$12.9M	12	2.8%	Increased
362	Foresters Investment Management New York	$145M	+$18.9M	7	3.53%	Increased
363	ProShare Advisors Bethesda, Maryland	$145M	-$61.1M	63	3.43%	Reduced
364	SP Summit Partners Boston, Massachusetts	$144M	$0	1	16.62%	Maintained
365	Kayne Anderson Rudnick Investment Management Los Angeles, California	$144M	-$10.4M	7	2.69%	Reduced
366	Wedge Capital Management Charlotte, North Carolina	$144M	+$30.3M	7	1.66%	Increased
367	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$142M	+$89.8M	10	1.86%	Increased
368	RG Renaissance Group Covington, Kentucky	$142M	-$14.3M	7	6.01%	Reduced
369	Hardman Johnston Global Advisors Stamford, Connecticut	$142M	-$23.1M	6	9.47%	Reduced
370	Sculptor Capital New York	$141M	+$101M	6	0.4%	Increased
371	DF Dent & Co Baltimore, Maryland	$141M	-$10.6M	3	3.64%	Reduced
372	LCM Lakewood Capital Management New York	$140M	+$2.25M	3	11.39%	Increased
373	SM Seminole Management New York	$139M	+$19.1M	3	8.8%	Increased
374	SCM Shapiro Capital Management Atlanta, Georgia	$139M	+$34.6M	3	3.94%	Increased
375	CCM Cadence Capital Management Boston, Massachusetts	$139M	+$52.3M	19	4.71%	Increased