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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	Disciplined Growth Investors Minneapolis, Minnesota	$176M	+$20M	4	4.14%	Increased
377	Samlyn Capital New York	$176M	+$10.3M	3	2.82%	Increased
378	ACM Atlanta Capital Management Atlanta, Georgia	$174M	-$80.4M	3	1.18%	Reduced
379	Parallax Volatility Advisers San Francisco, California	$173M	+$41.7M	55	0.41%	Increased
380	CIBC Private Wealth Group Atlanta, Georgia	$173M	+$3.84M	14	1.28%	Increased
381	South Dakota Investment Council Sioux Falls, South Dakota	$173M	+$2.58M	16	3.31%	Increased
382	Segall Bryant & Hamill Chicago, Illinois	$173M	+$10.5M	16	3.88%	Increased
383	CAM Capstone Asset Management Houston, Texas	$172M	+$7.58M	49	4.86%	Increased
384	TBC Tweedy, Browne Co Stamford, Connecticut	$172M	-$739K	1	4.64%	Reduced
385	BAPIM British Airways Pensions Investment Management London, United Kingdom	$171M	+$171M	5	5.27%	New
386	Sarasin & Partners London, United Kingdom	$171M	+$7.95M	5	2.61%	Increased
387	Empyrean Capital Partners Los Angeles, California	$169M	+$108M	1	8.41%	Increased
388	First Manhattan New York	$169M	-$8.78M	18	0.97%	Reduced
389	I.G. Investment Management Winnipeg, Manitoba, Canada	$169M	-$29.6M	15	0.64%	Reduced
390	Comgest Global Investors Paris, France	$169M	+$5.97M	3	5.26%	Increased
391	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$169M	-$654K	21	3.31%	Reduced
392	SAM Shell Asset Management The Hague, Netherlands	$168M	-$8.87M	21	2.93%	Reduced
393	MAI Marble Arch Investments New York	$166M	+$36.5M	2	14.81%	Increased
394	HCM Holland Capital Management Chicago, Illinois	$165M	-$6.3M	1	3.73%	Reduced
395	Anchor Capital Advisors Boston, Massachusetts	$165M	-$18.9M	8	3.57%	Reduced
396	OAM Origin Asset Management London, United Kingdom	$164M	+$16.7M	10	12.09%	Increased
397	Vaughan Nelson Investment Management Houston, Texas	$163M	-$10.8M	5	2.49%	Reduced
398	BHG Blue Harbour Group Greenwich, Connecticut	$163M	+$87.2M	2	4.92%	Increased
399	Highbridge Capital Management New York	$163M	-$27.2M	25	2.25%	Reduced
400	CP Coho Partners Berwyn, Pennsylvania	$162M	+$14.9M	3	8.32%	Increased