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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	CIBC World Market Toronto, Ontario, Canada	$212M	+$4.92M	30	0.94%	Increased
377	Nissay Asset Management Tokyo, Japan	$211M	+$2.59M	23	4.6%	Increased
378	Pacer Advisors Malvern, Pennsylvania	$211M	+$19.3M	45	5.17%	Increased
379	SIM Sadoff Investment Management Milwaukee, Wisconsin	$210M	-$8.55M	6	17.42%	Reduced
380	Oaktree Capital Management Los Angeles, California	$209M	+$791K	3	3.92%	Increased
381	Huntington National Bank Columbus, Ohio	$209M	-$7.28M	55	3.36%	Reduced
382	Advisors Capital Management Ridgewood, New Jersey	$206M	+$38M	16	12.25%	Increased
383	Westwood Holdings Group Dallas, Texas	$205M	-$33.3M	19	2.23%	Reduced
384	SM Senvest Management New York	$204M	-$10.2M	5	17.9%	Reduced
385	Boston Trust Walden Boston, Massachusetts	$203M	+$2.12M	11	2.65%	Increased
386	Douglas Lane & Associates New York	$203M	-$8.01M	8	3.96%	Reduced
387	BAMCO Inc New York	$203M	-$5.45M	11	0.81%	Reduced
388	Avalon Investment & Advisory Houston, Texas	$200M	-$37M	13	4.43%	Reduced
389	TPG Group Holdings (SBS) Advisors Fort Worth, Texas	$199M	+$6.65M	3	3%	Increased
390	CIBC Asset Management Toronto, Ontario, Canada	$199M	+$8.52M	34	1.19%	Increased
391	Commerce Bank Kansas City, Missouri	$198M	+$1.45M	33	2.23%	Increased
392	SC SRB Corp Boston, Massachusetts	$198M	-$266K	9	18.48%	Reduced
393	ORIO Old Republic International (ORI) Chicago, Illinois	$198M	+$25.2M	4	5.13%	Increased
394	AGF Investments Inc Toronto, Ontario, Canada	$197M	+$23M	10	2.39%	Increased
395	Wasatch Advisors Salt Lake City, Utah	$197M	-$14.2M	5	1.92%	Reduced
396	Great Lakes Advisors Chicago, Illinois	$196M	+$46.4M	21	4.28%	Increased
397	TP Theleme Partners London, United Kingdom	$196M	+$82.4M	2	9.51%	Increased
398	MVP Miller Value Partners Sarasota, Florida	$195M	-$8.23M	3	7.44%	Reduced
399	Ladenburg Thalmann Financial Services Miami, Florida	$195M	-$2.23M	94	1.41%	Reduced
400	DIGDR Dynamo Internacional Gestao de Recursos Rio De Janeiro, Brazil	$195M	-$29M	1	19.79%	Reduced