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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	SP Summit Partners Boston, Massachusetts	$144M	$0	1	21.95%	Maintained
377	EP Edinburgh Partners Edinburgh, United Kingdom	$144M	-$104M	1	11.37%	Reduced
378	ExxonMobil Investment Management Irving, Texas	$144M	-$4.57M	14	3.34%	Reduced
379	Aristotle Capital Management Los Angeles, California	$141M	+$18.5M	3	2.25%	Increased
380	TAM Third Avenue Management New York	$141M	+$3.56M	2	2.59%	Increased
381	SM Seminole Management New York	$140M	-$20.8M	3	6.93%	Reduced
382	Advisors Asset Management Monument, Colorado	$139M	+$6.38M	42	2.25%	Increased
383	WestEnd Advisors Charlotte, North Carolina	$139M	-$31.8M	1	5.03%	Reduced
384	Congress Asset Management Boston, Massachusetts	$139M	-$3.3M	6	3.64%	Reduced
385	1919 Investment Counsel Baltimore, Maryland	$139M	-$6.18M	15	2.9%	Reduced
386	AC Amici Capital New York	$138M	+$4.82M	3	4.37%	Increased
387	Andra AP-fonden Goteborg, Sweden	$137M	+$1.79M	17	3.24%	Increased
388	Santa Barbara Asset Management Los Angeles, California	$137M	-$3.54M	2	3.07%	Reduced
389	CCM Cadence Capital Management Boston, Massachusetts	$137M	-$14.9M	20	5.2%	Reduced
390	Becker Capital Management Portland, Oregon	$136M	-$1.76M	3	5.6%	Reduced
391	Thomaspartners Boston, Massachusetts	$136M	+$22.7M	2	3.74%	Increased
392	SCM Stevens Capital Management Radnor, Pennsylvania	$136M	+$54.3M	30	4.01%	Increased
393	Letko, Brosseau & Associates Montreal, Quebec, Canada	$135M	-$6.14M	2	1.11%	Reduced
394	Beck Mack & Oliver New York	$135M	+$1.14M	5	3.3%	Increased
395	Hardman Johnston Global Advisors Stamford, Connecticut	$135M	-$5.88M	6	8.85%	Reduced
396	JC Joho Capital New York	$135M	+$3.62M	2	9.22%	Increased
397	City National Bank Beverly Hills, Delaware	$134M	+$11.9M	12	2.02%	Increased
398	GAMCO Investors Greenwich, Connecticut	$133M	+$24.6M	11	0.71%	Increased
399	Haverford Trust Company Radnor, Pennsylvania	$132M	+$1.88M	4	3.71%	Increased
400	NA Navellier & Associates Reno, Nevada	$131M	+$113M	12	5.93%	Increased