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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	$164M	-$1.89M	21	0.95%	Reduced
377	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$163M	+$21M	4	4.34%	Increased
378	OAM Origin Asset Management London, United Kingdom	$163M	-$25.6M	10	10.54%	Reduced
379	SAM Shell Asset Management The Hague, Netherlands	$163M	-$2.39M	19	2.52%	Reduced
380	Beck Mack & Oliver New York	$162M	+$14.6M	5	3.8%	Increased
381	Horizon Kinetics New York	$159M	+$16.9M	7	2.05%	Increased
382	Crawford Investment Counsel Atlanta, Georgia	$159M	+$2.17M	6	5.72%	Increased
383	SM Seminole Management New York	$159M	+$51.1M	2	6.61%	Increased
384	ExxonMobil Investment Management Irving, Texas	$158M	-$6.68M	15	3.67%	Reduced
385	Letko, Brosseau & Associates Montreal, Quebec, Canada	$158M	-$6.95M	2	1.35%	Reduced
386	AC Amici Capital New York	$158M	-$14M	3	5.24%	Reduced
387	Segall Bryant & Hamill Chicago, Illinois	$157M	+$16.2M	17	3.63%	Increased
388	Cincinnati Insurance Fairfield, Ohio	$157M	-$65.5M	3	5.63%	Reduced
389	Rothschild & Co Asset Management US Stamford, Connecticut	$156M	+$24.1M	8	3.34%	Increased
390	Banque Pictet & Cie Geneva 73, Switzerland	$156M	+$24.3M	8	4.03%	Increased
391	CCM Conatus Capital Management Greenwich, Connecticut	$156M	+$159M	1	6.68%	New
392	Advisors Asset Management Monument, Colorado	$156M	-$11.7M	40	2.15%	Reduced
393	CIBC Private Wealth Group Atlanta, Georgia	$156M	-$558K	13	1.23%	Reduced
394	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$155M	-$15.8M	3	0.93%	Reduced
395	HAM HHR Asset Management Berkeley Heights, New Jersey	$154M	-$7.58M	2	6.02%	Reduced
396	MC Montag & Caldwell Atlanta, Georgia	$153M	-$190M	3	1.59%	Reduced
397	Hermes Investment Management London Uk, United Kingdom	$152M	+$51.4M	7	3.92%	Increased
398	Natixis Advisors Boston, Massachusetts	$152M	-$58.5M	29	3.05%	Reduced
399	MVP Miller Value Partners Sarasota, Florida	$152M	-$30.2M	3	6.07%	Reduced
400	QS Batterymarch Financial Management New York	$150M	+$6.32M	24	3.98%	Increased