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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	Snyder Capital Management San Francisco, California	$229M	-$10.3M	7	10.24%	Reduced
352	AWM Ashmore Wealth Management Wilmington, Delaware	$228M	-$38M	5	14.87%	Reduced
353	ING Group Amsterdam, Netherlands	$228M	+$156M	26	3.97%	Increased
354	Menora Mivtachim Holdings Ramat Gan, Israel	$227M	-$41.5M	5	6.15%	Reduced
355	Todd Asset Management Louisville, Kentucky	$226M	-$7.16M	11	6.19%	Reduced
356	Pentwater Capital Management Naples, Florida	$225M	-$10.9M	3	2.42%	Reduced
357	TAM Tyers Asset Management Austin, Texas	$223M	-$16.3M	37	7.51%	Reduced
358	Norinchukin Bank Tokyo, Japan	$222M	-$91.5M	21	3.41%	Reduced
359	Orbis Allan Gray Hamilton, Bermuda	$222M	-$24.5M	1	1.59%	Reduced
360	Banque Pictet & Cie Geneva 73, Switzerland	$221M	+$7.66M	13	4.07%	Increased
361	PRO Pensioenfonds Rail & OV Utrecht, Netherlands	$221M	$0	3	8.17%	Maintained
362	Sculptor Capital New York	$220M	-$133M	5	1.16%	Reduced
363	Capital Fund Management (CFM) Paris, France	$219M	-$6.94M	21	1.99%	Reduced
364	1832 Asset Management Toronto, Ontario, Canada	$219M	-$298M	19	0.71%	Reduced
365	Zacks Investment Management Chicago, Illinois	$218M	+$19M	14	4.48%	Increased
366	Creative Planning Overland Park, Kansas	$218M	+$8.87M	40	0.73%	Increased
367	CMG Cavalry Management Group San Francisco, California	$217M	+$81.8M	8	34.82%	Increased
368	O'Shaughnessy Asset Management Stamford, Connecticut	$217M	+$60.3M	43	5.07%	Increased
369	Crossmark Global Holdings Houston, Texas	$217M	+$6.79M	50	6.07%	Increased
370	MSA Mason Street Advisors Milwaukee, Wisconsin	$215M	+$993K	58	4.49%	Increased
371	Peregrine Capital Management Minneapolis, Minnesota	$215M	-$22.8M	11	5.3%	Reduced
372	CP Coho Partners Berwyn, Pennsylvania	$214M	-$6.37M	3	5.03%	Reduced
373	Fenimore Asset Management Cobleskill, New York	$214M	+$25.7M	5	7.11%	Increased
374	CCI Columbus Circle Investors	$213M	-$38.7M	13	5.68%	Reduced
375	Martingale Asset Management Boston, Massachusetts	$213M	-$8.23M	27	2.22%	Reduced