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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	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$164M	+$6.45M	22	3.33%	Increased
377	IRF IBM Retirement Fund Armonk, New York	$164M	-$12M	25	3.12%	Reduced
378	Clal Insurance Tel-Aviv, Israel	$164M	-$12.8M	4	3.76%	Reduced
379	Appaloosa Management Miami Beach, Florida	$163M	-$113M	1	4.04%	Reduced
380	IAM Iridian Asset Management Westport, Connecticut	$163M	+$38.6M	3	1.28%	Increased
381	Laurion Capital Management New York	$162M	+$93.5M	12	1.5%	Increased
382	CAM ClariVest Asset Management San Diego, California	$162M	-$80.4M	23	4.82%	Reduced
383	Axiom Investors Greenwich, Connecticut	$161M	-$228M	3	4.61%	Reduced
384	TBC Tweedy, Browne Co Stamford, Connecticut	$161M	-$200K	1	4.44%	Reduced
385	SRFM Shannon River Fund Management New York	$160M	+$72.6M	6	15.75%	Increased
386	Luther King Capital Management (LKCM) Fort Worth, Texas	$159M	-$3.19M	12	1.38%	Reduced
387	ACM Atlanta Capital Management Atlanta, Georgia	$159M	+$3.48M	3	1.08%	Increased
388	Rothschild & Co Asset Management US Stamford, Connecticut	$159M	+$16.7M	9	2.93%	Increased
389	Sarasin & Partners London, United Kingdom	$159M	+$2.91M	2	2.6%	Increased
390	First Manhattan New York	$159M	-$319K	21	0.94%	Reduced
391	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$158M	-$22.4M	13	1.7%	Reduced
392	Segall Bryant & Hamill Chicago, Illinois	$158M	-$9.7M	15	3.53%	Reduced
393	Thompson Siegel & Walmsley Richmond, Virginia	$157M	+$13.7M	19	2.78%	Increased
394	SM Senvest Management New York	$157M	+$7.25M	8	9.77%	Increased
395	Jupiter Investment Management London, United Kingdom	$156M	-$80.6M	8	4.56%	Reduced
396	Capital Fund Management (CFM) Paris, France	$156M	+$56.2M	22	1.98%	Increased
397	DCM Daruma Capital Management New York	$155M	+$50.8M	3	6.82%	Increased
398	CAM Capstone Asset Management Houston, Texas	$155M	-$8.05M	48	4.46%	Reduced
399	LPL Financial San Diego, California	$154M	+$5.85M	47	0.78%	Increased
400	Candriam SCA Strassen, Luxembourg, Luxembourg	$153M	+$5.17M	17	3.19%	Increased