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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	United Capital Financial Advisors Irving, Texas	$410M	+$12.3M	30	2.06%	Increased
377	Scout Investments Kansas City, Missouri	$406M	-$8.52M	18	6.04%	Reduced
378	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$401M	+$72.4M	33	2.04%	Increased
379	PRO Pensioenfonds Rail & OV Utrecht, Netherlands	$398M	+$12.7M	3	8.69%	Increased
380	Marsico Capital Management Denver, Colorado	$398M	-$25.3M	6	9.85%	Reduced
381	Erste Asset Management Vienna, Austria	$394M	+$35.4M	28	7.85%	Increased
382	Mirova US Boston, Massachusetts	$392M	+$98.2M	2	10.52%	Increased
383	CAPTRUST Financial Advisors Raleigh, North Carolina	$391M	+$1.57M	97	3.64%	Increased
384	Wolverine Trading Chicago, Illinois	$390M	-$58M	58	0.61%	Reduced
385	IAM Iridian Asset Management Westport, Connecticut	$387M	+$3.21M	3	6.76%	Increased
386	Todd Asset Management Louisville, Kentucky	$386M	-$11.7M	13	8.72%	Reduced
387	Markel Group Glen Allen, Virginia	$384M	+$8.21M	7	4.86%	Increased
388	Atreides Management Boston, Massachusetts	$384M	-$27.4M	4	6.86%	Reduced
389	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$381M	-$37.9M	14	7.79%	Reduced
390	Cambiar Investors Denver, Colorado	$380M	-$11.3M	13	12.22%	Reduced
391	Creative Planning Overland Park, Kansas	$378M	-$105M	46	0.67%	Reduced
392	CAM ClariVest Asset Management San Diego, California	$378M	-$21M	41	12.57%	Reduced
393	Fort Washington Investment Advisors Cincinnati, Ohio	$378M	+$3.15M	22	3.34%	Increased
394	Xponance Philadelphia, Pennsylvania	$375M	+$13.9M	46	6.89%	Increased
395	Crossmark Global Holdings Houston, Texas	$373M	-$12.9M	61	8.77%	Reduced
396	Close Asset Management London, United Kingdom	$372M	+$7.41M	10	17.79%	Increased
397	TP Theleme Partners London, United Kingdom	$369M	$0	2	10.79%	Maintained
398	Douglas Lane & Associates New York	$368M	-$6.65M	10	5.16%	Reduced
399	YCM Yiheng Capital Management San Francisco, California	$367M	+$118M	5	14.79%	Increased
400	Clark Capital Management Group Philadelphia, Pennsylvania	$365M	+$202K	19	5.13%	Increased