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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	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$172M	-$7.67M	3	0.96%	Reduced
377	Bridgeway Capital Management Houston, Texas	$171M	+$26.3M	27	4.48%	Increased
378	Jacobs Levy Equity Management Florham Park, New Jersey	$167M	-$38M	20	2.77%	Reduced
379	First Manhattan New York	$166M	+$8.71M	20	1.05%	Increased
380	AC Amici Capital New York	$165M	+$13.1M	3	5.22%	Increased
381	CC Cannell & Co New York	$165M	-$3.16M	6	5.06%	Reduced
382	TAM Third Avenue Management New York	$163M	-$2.32M	2	3.15%	Reduced
383	SAM Shell Asset Management The Hague, Netherlands	$163M	+$6.86M	19	2.52%	Increased
384	Ignis Investment Services Edinburgh, United Kingdom	$163M	-$1.59M	6	5.46%	Reduced
385	ExxonMobil Investment Management Irving, Texas	$162M	-$735K	15	3.65%	Reduced
386	GAMCO Investors Greenwich, Connecticut	$162M	+$12.8M	12	0.85%	Increased
387	Crawford Investment Counsel Atlanta, Georgia	$161M	-$7.85M	6	5.68%	Reduced
388	Horizon Kinetics New York	$160M	+$45.7M	7	2%	Increased
389	Advisors Asset Management Monument, Colorado	$160M	+$2.67M	42	2.21%	Increased
390	HAM HHR Asset Management Berkeley Heights, New Jersey	$159M	-$19.7M	2	6.29%	Reduced
391	DF Dent & Co Baltimore, Maryland	$158M	-$3.47M	3	3.66%	Reduced
392	Kayne Anderson Rudnick Investment Management Los Angeles, California	$158M	-$3.76M	7	2.7%	Reduced
393	Lyrical Asset Management New York	$156M	+$24.7M	2	6.83%	Increased
394	Andra AP-fonden Goteborg, Sweden	$155M	-$11.1M	18	3.4%	Reduced
395	Beck Mack & Oliver New York	$155M	+$2.5M	5	3.48%	Increased
396	TCM Tekne Capital Management New York	$155M	+$87.5M	5	5.29%	Increased
397	Royal London Asset Management United Kingdom	$154M	-$3.49M	16	3.55%	Reduced
398	Bridgewater Associates Westport, Connecticut	$154M	+$59M	15	1.16%	Increased
399	Todd Asset Management Louisville, Kentucky	$154M	+$16.1M	8	4.38%	Increased
400	National Rural Electric Cooperative Association Arlington, Virginia	$154M	$0	1	2.86%	Maintained