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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	Driehaus Capital Management Chicago, Illinois	$174M	+$41M	12	5.85%	Increased
352	Natixis Paris, France	$173M	+$99.4M	14	2.88%	Increased
353	National Rural Electric Cooperative Association Arlington, Virginia	$171M	$0	1	3.07%	Maintained
354	MAI Marble Arch Investments New York	$171M	+$19M	3	11.55%	Increased
355	Douglas C. Lane & Associates New York	$170M	-$19.5M	7	4.59%	Reduced
356	Jacobs Levy Equity Management Florham Park, New Jersey	$168M	+$21M	18	3.33%	Increased
357	South Dakota Investment Council Sioux Falls, South Dakota	$168M	-$2.92M	19	3.67%	Reduced
358	JHC JFB Holdings Corp Atlanta, Georgia	$165M	-$8.48M	2	4.91%	Reduced
359	Boston Trust Walden Boston, Massachusetts	$165M	-$23.8M	7	3.05%	Reduced
360	Westwood Holdings Group Dallas, Texas	$164M	-$49.4M	8	1.43%	Reduced
361	Great Lakes Advisors Chicago, Illinois	$162M	-$99.3K	17	4.87%	Reduced
362	TCP Tourbillon Capital Partners New York	$162M	+$88.4M	2	3.62%	Increased
363	PRO Pensioenfonds Rail & OV Utrecht, Netherlands	$160M	-$20.5M	3	9.58%	Reduced
364	IRF IBM Retirement Fund Armonk, New York	$160M	+$2.1M	27	3.07%	Increased
365	QS Investors New York	$159M	-$10.3M	41	1.54%	Reduced
366	CAM Capstone Asset Management Houston, Texas	$159M	+$12.6M	51	4.58%	Increased
367	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$159M	-$5M	12	1.85%	Reduced
368	Kennedy Capital Management St Louis, Missouri	$158M	+$12.5M	25	3.19%	Increased
369	TBC Tweedy, Browne Co Stamford, Connecticut	$156M	-$252K	1	4.59%	Reduced
370	Segall Bryant & Hamill Chicago, Illinois	$156M	+$1.21M	13	3.74%	Increased
371	ACM Argent Capital Management St Louis, Missouri	$155M	-$9.29M	11	7.23%	Reduced
372	KBC Group Brussels, Belgium	$155M	+$25.7M	37	2.86%	Increased
373	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$154M	-$6.48M	20	3.28%	Reduced
374	CIBC Private Wealth Group Atlanta, Georgia	$152M	-$13.2M	14	1.19%	Reduced
375	Comgest Global Investors Paris, France	$151M	-$7.99M	4	5.04%	Reduced