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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	DnB Asset Management Oslo, Norway	$183M	-$65.8M	21	3.59%	Reduced
377	Cambiar Investors Denver, Colorado	$182M	-$37.5M	5	2.65%	Reduced
378	CAM Capstone Asset Management Houston, Texas	$179M	+$811K	52	5.16%	Increased
379	Driehaus Capital Management Chicago, Illinois	$179M	+$38.2M	18	6.04%	Increased
380	Thompson Siegel & Walmsley Richmond, Virginia	$178M	-$51.6M	22	2.76%	Reduced
381	BRC Blue Ridge Capital New York	$177M	-$227M	2	2.1%	Reduced
382	Wasatch Advisors Salt Lake City, Utah	$175M	+$3.17M	8	2.6%	Increased
383	Commonwealth Equity Services Waltham, Massachusetts	$175M	+$1.38M	36	1.39%	Increased
384	Scout Investments Kansas City, Missouri	$174M	+$19.1M	15	4.88%	Increased
385	ArrowMark Colorado Holdings Denver, Colorado	$173M	-$6.98M	11	3.14%	Reduced
386	Mitsubishi UFJ Asset Management Tokyo, Japan	$171M	+$5.67M	22	4.24%	Increased
387	GW&K Investment Management Boston, Massachusetts	$171M	+$299K	5	3.21%	Increased
388	Candriam SCA Strassen, Luxembourg, Luxembourg	$170M	+$13.6M	21	4.1%	Increased
389	SI Sensato Investors San Francisco, California	$170M	+$20.8M	17	36.16%	Increased
390	SAM Shell Asset Management The Hague, Netherlands	$170M	-$3.5M	32	3.53%	Reduced
391	Castleark Management Chicago, Illinois	$169M	+$52.8M	15	5.1%	Increased
392	First Manhattan New York	$168M	-$6.33M	24	1.02%	Reduced
393	Huntington National Bank Columbus, Ohio	$167M	+$22.7M	38	3.11%	Increased
394	DCM Dupont Capital Management Wilmington, Delaware	$167M	-$12.5M	21	3.73%	Reduced
395	AT Alliance Trust Dundee, Scotland, United Kingdom	$165M	+$92.5M	2	7.18%	Increased
396	QS Investors New York	$164M	-$8.8M	43	1.28%	Reduced
397	Mutual of America Capital Management New York	$163M	+$9.48M	36	3.27%	Increased
398	GGHC Gilder Gagnon Howe & Co New York	$161M	+$110M	10	2.77%	Increased
399	Boston Trust Walden Boston, Massachusetts	$159M	-$453K	7	2.61%	Reduced
400	JHC JFB Holdings Corp Atlanta, Georgia	$158M	-$51.5M	2	5.04%	Reduced