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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	Comgest Global Investors Paris, France	$362M	+$29M	3	7.11%	Increased
352	Commerce Bank Kansas City, Missouri	$361M	-$15.4M	32	2.94%	Reduced
353	Cambridge Investment Research Advisors Fairfield, Iowa	$360M	+$16M	50	1.94%	Increased
354	Confluence Investment Management St. Louis, Missouri	$359M	-$19.9M	9	5.6%	Reduced
355	SPF Steven Patrick Farmer	$359M	+$395M	9	5.6%	New
356	SCM Shapiro Capital Management Atlanta, Georgia	$359M	+$130M	4	8.97%	Increased
357	Gulf International Bank (UK) London, United Kingdom	$350M	+$1.59M	25	6.22%	Increased
358	VI Versor Investments New York	$350M	+$70.4M	29	13.43%	Increased
359	TPSF Texas Permanent School Fund Austin, Texas	$349M	+$9.43M	62	5.58%	Increased
360	OCMI Oaktop Capital Management II Chatham, New Jersey	$348M	$0	6	62.98%	Maintained
361	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$346M	-$171M	26	7.71%	Reduced
362	DSM Capital Partners Palm Beach Gardens, Florida	$345M	+$16.2M	4	5.78%	Increased
363	Mirova US Boston, Massachusetts	$345M	+$24.3M	2	7.42%	Increased
364	Sarasin & Partners London, United Kingdom	$343M	+$3.35M	4	4.32%	Increased
365	Markel Group Glen Allen, Virginia	$342M	+$4.89M	7	4.9%	Increased
366	British Columbia Investment Management Victoria, British Columbia, Canada	$341M	-$108M	27	3.23%	Reduced
367	ArrowMark Colorado Holdings Denver, Colorado	$339M	+$37.4M	10	3.88%	Increased
368	Employees Retirement System of Texas Austin, Texas	$338M	-$42.8M	29	4.83%	Reduced
369	Swiss Life Asset Management Zurich,	$338M	+$21.3M	27	5.47%	Increased
370	WBC Westpac Banking Corp Sydney, Australia	$336M	+$7.54M	29	4.38%	Increased
371	Tower Research Capital (TRC) New York	$334M	-$545M	125	7.5%	Reduced
372	Meitav Investment House Bene-Beraq, Israel	$334M	-$17.3M	20	5.69%	Reduced
373	NIG NFJ Investment Group Dallas, Texas	$330M	-$6.68M	22	7.88%	Reduced
374	United Capital Financial Advisors Irving, Texas	$329M	+$10.3M	31	1.81%	Increased
375	Manning & Napier Group Fairport, New York	$329M	+$5.62M	13	3.8%	Increased