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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
376	First Manhattan New York	$137M	-$24.7K	22	0.96%	Reduced
377	HMP HS Management Partners New York	$136M	-$53.9M	1	7.49%	Reduced
378	DekaBank Deutsche Girozentrale Frankfurt, Germany	$136M	-$11.1M	24	2.39%	Reduced
379	SAM Shell Asset Management The Hague, Netherlands	$135M	-$1.29M	19	2.49%	Reduced
380	ExxonMobil Investment Management Irving, Texas	$133M	-$6.23M	15	3.34%	Reduced
381	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$133M	+$2.64M	4	4.02%	Increased
382	EdgePoint Investment Group Toronto, Ontario, Canada	$132M	+$50M	1	3.87%	Increased
383	1919 Investment Counsel Baltimore, Maryland	$132M	-$9.03M	16	2.97%	Reduced
384	Mitsubishi UFJ Asset Management Tokyo, Japan	$131M	+$3.23M	22	3.42%	Increased
385	BII Baring International Investment London, United Kingdom	$130M	-$2.09M	2	5.79%	Reduced
386	Brandywine Global Investment Management Philadelphia, Pennsylvania	$130M	+$5.34M	20	1.29%	Increased
387	Congress Asset Management Boston, Massachusetts	$129M	+$45.5M	6	3.63%	Increased
388	AC Alleghany Corporation New York	$129M	-$1.04M	3	6.78%	Reduced
389	Santa Barbara Asset Management Los Angeles, California	$128M	+$1.01M	3	3.03%	Increased
390	TBC Tweedy, Browne Co Stamford, Connecticut	$127M	-$326K	2	3.06%	Reduced
391	AC Amici Capital New York	$127M	-$45.4M	2	4.59%	Reduced
392	Segall Bryant & Hamill Chicago, Illinois	$127M	-$35.1M	15	3.13%	Reduced
393	TAM Third Avenue Management New York	$126M	-$136M	2	2.44%	Reduced
394	Ruffer LLP London, United Kingdom	$126M	-$157K	1	5.84%	Reduced
395	Letko, Brosseau & Associates Montreal, Quebec, Canada	$125M	-$2.09M	2	1.09%	Reduced
396	BB&T Securities Richmond, Virginia	$122M	+$9.88M	15	3.79%	Increased
397	Advisors Asset Management Monument, Colorado	$121M	+$10.7M	40	2.15%	Increased
398	Balyasny Asset Management Chicago, Illinois	$121M	+$25.4M	14	1.64%	Increased
399	BCM Brown Capital Management Baltimore, Maryland	$121M	+$6.32M	3	2.13%	Increased
400	Beck Mack & Oliver New York	$121M	+$13.9M	5	3.18%	Increased