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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	SCA Southpoint Capital Advisors New York	$192M	+$13.1M	5	12.46%	Increased
352	Wilmington Trust Wilmington, Delaware	$192M	+$4.52M	23	3.2%	Increased
353	Thomaspartners Boston, Massachusetts	$192M	+$17.8M	3	4%	Increased
354	SP Summit Partners Boston, Massachusetts	$190M	$0	1	44.96%	Maintained
355	CAM ClariVest Asset Management San Diego, California	$189M	+$27.2M	19	7.15%	Increased
356	MICM Matthews International Capital Management San Francisco, California	$189M	+$1.13M	1	10.53%	Increased
357	Nomura Asset Management Tokyo, Japan	$188M	+$11.9M	23	3.48%	Increased
358	Aristotle Capital Management Los Angeles, California	$187M	+$30.2M	5	2.49%	Increased
359	OAM Origin Asset Management London, United Kingdom	$186M	+$18.9M	10	12.03%	Increased
360	MVP Miller Value Partners Sarasota, Florida	$184M	-$532K	5	7.07%	Reduced
361	UBS O'Connor Chicago, Illinois	$184M	-$11.4M	5	1.18%	Reduced
362	Fjarde Ap-fonden Stockholm, Sweden	$183M	-$9.33M	18	3.63%	Reduced
363	Yacktman Asset Management Austin, Texas	$180M	-$58.2M	2	0.73%	Reduced
364	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$180M	-$54.5M	1	4.37%	Reduced
365	Huntington National Bank Columbus, Ohio	$180M	-$668K	20	3.54%	Reduced
366	Gulf International Bank (UK) London, United Kingdom	$179M	-$857K	17	3.3%	Reduced
367	SCM Segantii Capital Management Hong Kong	$176M	-$185M	4	67.6%	Reduced
368	NAM NorthCoast Asset Management Greenwich, Connecticut	$176M	+$102M	6	10.24%	Increased
369	CM CS McKee Pittsburgh, Pennsylvania	$176M	-$14.6M	4	3.74%	Reduced
370	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$175M	-$552K	27	3.67%	Reduced
371	IRF IBM Retirement Fund Armonk, New York	$175M	-$3.56M	26	3.36%	Reduced
372	O'Shaughnessy Asset Management Stamford, Connecticut	$175M	+$856K	27	3.27%	Increased
373	Placemark Investments Chicago, Illinois	$174M	+$13.4M	35	3.12%	Increased
374	Congress Asset Management Boston, Massachusetts	$174M	+$9.15M	7	4.42%	Increased
375	VVP Vulcan Value Partners Birmingham, Alabama	$173M	-$51.1M	3	2.55%	Reduced