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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	HighTower Advisors Chicago, Illinois	$166M	+$45.3M	23	3.41%	Increased
352	Fjarde Ap-fonden Stockholm, Sweden	$165M	-$9.6M	18	3.45%	Reduced
353	Kayne Anderson Rudnick Investment Management Los Angeles, California	$165M	+$7.43M	7	2.76%	Increased
354	RCM Riverhead Capital Management Wilmington, Delaware	$162M	-$6.93M	17	4.29%	Reduced
355	Nomura Asset Management Tokyo, Japan	$162M	-$9.41M	21	2.91%	Reduced
356	QS Batterymarch Financial Management New York	$162M	-$21.5M	32	3.42%	Reduced
357	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$160M	+$10.9M	4	4.36%	Increased
358	HMP HS Management Partners New York	$160M	+$9.6M	1	7.76%	Increased
359	Vaughan Nelson Investment Management Houston, Texas	$160M	-$35.1M	4	2.49%	Reduced
360	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$160M	-$10.7M	23	3.33%	Reduced
361	Gulf International Bank (UK) London, United Kingdom	$159M	+$150M	17	3.17%	New
362	Chartwell Investment Partners Berywn, Pennsylvania	$159M	+$42.9M	13	3.26%	Increased
363	MICM Matthews International Capital Management San Francisco, California	$158M	+$1.23M	1	7.97%	Increased
364	Axiom Investors Greenwich, Connecticut	$158M	+$20.5M	4	4.24%	Increased
365	Crawford Investment Counsel Atlanta, Georgia	$157M	-$5.43M	6	5.74%	Reduced
366	DekaBank Deutsche Girozentrale Frankfurt, Germany	$156M	+$6.03M	23	2.57%	Increased
367	DF Dent & Co Baltimore, Maryland	$156M	-$66.9K	7	3.56%	Reduced
368	London Company of Virginia Richmond, Virginia	$155M	+$27.7M	2	1.76%	Increased
369	SCM SAB Capital Management New York	$153M	+$137M	1	8.23%	New
370	First Manhattan New York	$153M	-$6.03M	21	1.01%	Reduced
371	HP Holowesko Partners Nassau, Bahamas	$152M	+$74.3M	3	10.82%	Increased
372	Kennedy Capital Management St Louis, Missouri	$150M	-$27.8M	19	2.76%	Reduced
373	Tweedy, Browne Co Stamford, Connecticut	$149M	-$133K	2	3.47%	Reduced
374	QAM Quentec Asset Management New York	$147M	+$24M	16	43.55%	Increased
375	Madison Investment Holdings Madison, Wisconsin	$146M	-$44.4M	5	2.82%	Reduced