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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	DSM Capital Partners Palm Beach Gardens, Florida	$322M	+$28.6M	5	5.46%	Increased
352	OCMI Oaktop Capital Management II Chatham, New Jersey	$319M	+$4.37M	6	64.08%	Increased
353	Jacobs Levy Equity Management Florham Park, New Jersey	$318M	+$67.8M	25	2.52%	Increased
354	Xponance Philadelphia, Pennsylvania	$315M	+$30.7M	43	6.06%	Increased
355	Cambridge Investment Research Advisors Fairfield, Iowa	$315M	+$5.05M	51	1.77%	Increased
356	Artemis Investment Management Edinburgh, United Kingdom	$315M	-$86.8M	12	3.59%	Reduced
357	Group One Trading Chicago, Illinois	$310M	+$75.3M	47	0.61%	Increased
358	ESCM Echo Street Capital Management New York	$310M	-$44.5M	16	2.97%	Reduced
359	Disciplined Growth Investors Minneapolis, Minnesota	$309M	+$42.6M	4	8.59%	Increased
360	New York Life Investment Management New York	$308M	-$17.6M	41	3.72%	Reduced
361	Gulf International Bank (UK) London, United Kingdom	$307M	-$986K	25	5.78%	Reduced
362	AustralianSuper Melbourne, Australia	$306M	-$214M	4	2.18%	Reduced
363	CWM C2C Wealth Management Scottsdale, Arizona	$306M	-$1.66M	9	59.75%	Reduced
364	LMR Partners London, United Kingdom	$303M	-$358M	19	5.57%	Reduced
365	Zurich Insurance Group Zurich, Switzerland	$302M	-$53.1M	11	4.72%	Reduced
366	Gabelli Funds Rye, New York	$302M	-$72.2M	26	2.49%	Reduced
367	Commerce Bank Kansas City, Missouri	$302M	-$24.2M	31	2.63%	Reduced
368	Wellcome Trust London, United Kingdom	$302M	+$31.6M	1	4.73%	Increased
369	Bridgewater Associates Westport, Connecticut	$302M	-$37.7M	27	1.53%	Reduced
370	Sarasin & Partners London, United Kingdom	$300M	-$3.98M	4	4.15%	Reduced
371	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$299M	-$29M	24	6.74%	Reduced
372	B. Metzler seel. Sohn & Co Frankfurt, Germany	$299M	+$17.5M	31	5.42%	Increased
373	Guinness Asset Management London, United Kingdom	$295M	+$32.1M	13	10.07%	Increased
374	Hardman Johnston Global Advisors Stamford, Connecticut	$295M	+$9.55M	9	13.27%	Increased
375	Swiss Life Asset Management Zurich,	$294M	-$13.8M	24	5.09%	Reduced