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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	Oregon Public Employees Retirement Fund Tigard, Oregon	$158M	+$4.25M	27	3.53%	Increased
377	BB&T Securities Richmond, Virginia	$157M	-$4.46M	19	2.43%	Reduced
378	Marshall Wace London, United Kingdom	$157M	-$17.5M	29	1.32%	Reduced
379	CAM Capstone Asset Management Houston, Texas	$156M	-$14.9M	52	4.7%	Reduced
380	DCM Dupont Capital Management Wilmington, Delaware	$155M	-$5.69M	20	3.46%	Reduced
381	Alyeska Investment Group Chicago, Illinois	$151M	+$29.9M	7	1.42%	Increased
382	Commonwealth Equity Services Waltham, Massachusetts	$151M	+$9.3M	37	1.27%	Increased
383	ACM Argent Capital Management St Louis, Missouri	$150M	-$977K	12	6.72%	Reduced
384	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$150M	+$98M	2	1.04%	Increased
385	SAM Shell Asset Management The Hague, Netherlands	$149M	+$13.2M	22	3.46%	Increased
386	Davidson Kempner Capital Management New York	$149M	+$49M	2	3.5%	Increased
387	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$148M	+$18M	40	1.63%	Increased
388	Mitsubishi UFJ Asset Management Tokyo, Japan	$147M	+$1.98M	22	3.84%	Increased
389	Boston Trust Walden Boston, Massachusetts	$147M	-$15.7M	7	2.51%	Reduced
390	HI Honeywell International Charlotte, North Carolina	$146M	-$7.38M	6	3.73%	Reduced
391	OAM Origin Asset Management London, United Kingdom	$146M	-$964K	8	9.75%	Reduced
392	AAM Ardevora Asset Management London, United Kingdom	$145M	+$14.5M	5	6.04%	Increased
393	PHS PFM Health Sciences San Francisco, California	$144M	-$2.75M	2	4.33%	Reduced
394	Wasatch Advisors Salt Lake City, Utah	$143M	-$30.2M	10	2.19%	Reduced
395	QS Investors New York	$143M	-$17.5M	45	1.22%	Reduced
396	Samlyn Capital New York	$143M	-$11.4M	2	3.41%	Reduced
397	Bank of Nova Scotia Toronto, Ontario, Canada	$140M	-$13.5M	17	0.83%	Reduced
398	Meyer Handelman Company Rye Brook, New York	$140M	+$1.89M	8	6.28%	Increased
399	United Capital Financial Advisors Irving, Texas	$140M	+$4.15M	21	1.42%	Increased
400	Conning Inc Hartford, Connecticut	$139M	-$47.6K	17	5.75%	Reduced