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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	Banque Pictet & Cie Geneva 73, Switzerland	$256M	+$12.8M	14	4.29%	Increased
377	Comgest Global Investors Paris, France	$256M	+$60.1M	2	4.29%	Increased
378	Mondrian Investment Partners London, United Kingdom	$253M	-$9.72M	7	9.05%	Reduced
379	Davenport & Co Richmond, Virginia	$250M	+$58.6M	18	3.05%	Increased
380	Madison Asset Management Madison, Wisconsin	$249M	+$28.4M	8	4.37%	Increased
381	Harris Associates Chicago, Illinois	$248M	-$314M	4	0.6%	Reduced
382	Xponance Philadelphia, Pennsylvania	$247M	+$224M	37	6.37%	New
383	SC SRB Corp Boston, Massachusetts	$245M	-$1.56M	6	20.06%	Reduced
384	BAMCO Inc New York	$244M	-$22M	10	0.88%	Reduced
385	YCM Yiheng Capital Management San Francisco, California	$243M	+$4.04M	5	12.13%	Increased
386	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$242M	+$56.5M	38	3.93%	Increased
387	Altshuler Shaham Tel Aviv, Israel	$242M	+$200M	17	7.27%	Increased
388	SSM Sound Shore Management Greenwich, Connecticut	$241M	-$44.7M	3	7.44%	Reduced
389	Lyrical Asset Management New York	$241M	-$71.8M	1	4.75%	Reduced
390	Cambridge Investment Research Advisors Fairfield, Iowa	$239M	+$25M	42	1.8%	Increased
391	ACM Argent Capital Management St Louis, Missouri	$236M	+$7.18M	11	9.87%	Increased
392	Norinchukin Bank Tokyo, Japan	$233M	-$6.44M	21	3.98%	Reduced
393	Thompson Siegel & Walmsley Richmond, Virginia	$231M	-$8.97M	23	4.67%	Reduced
394	DACG Donor Advised Charitable Giving San Francisco, California	$231M	-$13.8M	4	88.7%	Reduced
395	Pacer Advisors Malvern, Pennsylvania	$230M	+$104M	37	4.65%	Increased
396	Boston Trust Walden Boston, Massachusetts	$229M	+$29.9M	14	3.1%	Increased
397	Westwood Holdings Group Dallas, Texas	$229M	+$17.9M	13	3.03%	Increased
398	MC Martin Currie Edinburgh, United Kingdom	$229M	+$2.68M	5	14.09%	Increased
399	Disciplined Growth Investors Minneapolis, Minnesota	$228M	-$69.4M	3	5.53%	Reduced
400	Homestead Advisers Arlington, Virginia	$225M	+$2.96M	4	5.77%	Increased