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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	MAM Melqart Asset Management London, United Kingdom	$255M	+$31.3M	2	21.76%	Increased
352	Mutual of America Capital Management New York	$254M	+$12.9M	59	3.78%	Increased
353	CCI Columbus Circle Investors	$254M	-$45.1M	11	5.24%	Reduced
354	Creative Planning Overland Park, Kansas	$248M	+$10.9M	41	0.98%	Increased
355	State of Alaska Department of Revenue Juneau, Alaska	$248M	+$28.7M	53	4.41%	Increased
356	Mirae Asset Global Investments Seoul, South Korea	$246M	-$37.8M	32	3.35%	Reduced
357	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$243M	+$28.4M	32	3.61%	Increased
358	BB&T Securities Richmond, Virginia	$241M	+$28.2M	35	2.57%	Increased
359	Xact Kapitalforvaltning Stockholm, Sweden	$240M	+$6.44M	49	5.1%	Increased
360	PRO Pensioenfonds Rail & OV Utrecht, Netherlands	$239M	+$4.11M	3	9.64%	Increased
361	GW&K Investment Management Boston, Massachusetts	$239M	-$11.7M	8	3.91%	Reduced
362	Mitsubishi UFJ Asset Management Tokyo, Japan	$236M	+$24.8M	25	5.23%	Increased
363	Crossmark Global Holdings Houston, Texas	$235M	+$3.74M	57	6.31%	Increased
364	John W. Bristol & Co New York	$233M	+$1.24M	6	6.59%	Increased
365	Squarepoint New York	$233M	+$7.29M	52	3.08%	Increased
366	SIG Senator Investment Group New York	$230M	-$167M	2	2.29%	Reduced
367	Homestead Advisers Arlington, Virginia	$229M	-$13.3M	1	3.6%	Reduced
368	Stephens Investment Management Group Houston, Texas	$229M	+$6.72M	11	4.6%	Increased
369	CP Coho Partners Berwyn, Pennsylvania	$227M	+$6.33M	3	5.59%	Increased
370	Peregrine Capital Management Minneapolis, Minnesota	$227M	-$41.7M	12	5.66%	Reduced
371	Cincinnati Insurance Fairfield, Ohio	$226M	+$1.6M	4	6.76%	Increased
372	FQ First Quadrant Glendale, California	$225M	+$50.7M	22	4.22%	Increased
373	Conning Inc Hartford, Connecticut	$225M	+$11.3M	20	6.87%	Increased
374	GHCM Glen Harbor Capital Management San Diego, California	$225M	-$10.7M	44	4.83%	Reduced
375	Winton Group London, United Kingdom	$225M	-$4.12M	33	5.75%	Reduced