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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	Guinness Asset Management London, United Kingdom	$517M	+$17.2M	13	11.91%	Increased
352	Cincinnati Financial Corp Fairfield, Ohio	$514M	+$24.6M	7	12.4%	Increased
353	Snyder Capital Management San Francisco, California	$512M	+$2.23M	7	11.54%	Increased
354	MML Investors Services Springfield, Massachusetts	$511M	+$27.8M	55	2.83%	Increased
355	Capital Fund Management (CFM) Paris, France	$504M	+$68.1M	31	1.74%	Increased
356	GW&K Investment Management Boston, Massachusetts	$503M	-$2.9M	34	5.06%	Reduced
357	New York Life Investment Management New York	$500M	-$3.01M	44	5.41%	Reduced
358	UIA UG Investment Advisers Taipei, Taiwan	$497M	+$375M	7	92.47%	Increased
359	Segall Bryant & Hamill Chicago, Illinois	$492M	-$68.5M	34	5.69%	Reduced
360	Varma Mutual Pension Insurance Co Helsinki, Finland	$492M	+$36.9M	18	5.95%	Increased
361	Atreides Management Boston, Massachusetts	$484M	+$191M	4	15.81%	Increased
362	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$483M	+$44.1M	14	13.18%	Increased
363	Zacks Investment Management Chicago, Illinois	$480M	+$104M	22	6.22%	Increased
364	Walleye Trading New York	$474M	+$173M	50	1.24%	Increased
365	Swiss Life Asset Management Zurich,	$470M	-$21.5M	26	7.28%	Reduced
366	Davenport & Co Richmond, Virginia	$470M	+$95.3M	30	3.55%	Increased
367	WorldQuant Millennium Advisors New York	$469M	-$6.81M	13	7.24%	Reduced
368	SVCF Silicon Valley Community Foundation Mountain View, California	$469M	$0	1	56.87%	Maintained
369	Pinnacle Associates New York	$467M	-$21.5M	38	8.67%	Reduced
370	PineStone Asset Management Montreal, Quebec, Canada	$460M	+$360M	3	6.64%	Increased
371	Intermede Investment Partners London, United Kingdom	$458M	-$20.8M	3	11.74%	Reduced
372	ARGA Investment Management Stamford, Connecticut	$458M	+$4.02M	12	18.64%	Increased
373	SoftBank Group Tokyo, Japan	$457M	$0	1	5.04%	Maintained
374	OCMI Oaktop Capital Management II Chatham, New Jersey	$457M	$0	6	76.25%	Maintained
375	CCLA Investment Management London, United Kingdom	$457M	-$3.7M	6	8.53%	Reduced