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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	Commerce Bank Kansas City, Missouri	$327M	-$7.5M	32	2.65%	Reduced
377	NZS Capital Denver, Colorado	$325M	+$40.2M	14	27.84%	Increased
378	Swiss Life Asset Management Zurich,	$324M	-$6.13M	25	5.41%	Reduced
379	Aspex Management (HK) Central, Hong Kong	$324M	-$164M	2	8.95%	Reduced
380	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$324M	-$71M	31	7.11%	Reduced
381	Whale Rock Capital Management Boston, Massachusetts	$323M	-$140M	5	10.85%	Reduced
382	Manning & Napier Group Fairport, New York	$321M	+$17.9M	14	3.95%	Increased
383	Mercer Global Advisors Denver, Colorado	$317M	+$23.7M	55	1.59%	Increased
384	Rothschild & Co Asset Management US Stamford, Connecticut	$310M	-$6.12M	16	4.71%	Reduced
385	Zevenbergen Capital Investments Edmonds, Washington	$308M	+$43.9M	11	10.35%	Increased
386	Crossmark Global Holdings Houston, Texas	$308M	+$7.73M	54	7.67%	Increased
387	ArrowMark Colorado Holdings Denver, Colorado	$306M	-$83.2M	9	3.65%	Reduced
388	OMERS Administration Corp Toronto, Ontario, Canada	$306M	-$2.2M	4	4.9%	Reduced
389	Waverton Investment Management London, United Kingdom	$305M	+$27.2M	5	11.2%	Increased
390	John W. Bristol & Co New York	$304M	-$1.32M	6	7.24%	Reduced
391	Tower Research Capital (TRC) New York	$304M	-$273M	126	12.6%	Reduced
392	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$303M	+$29.2M	24	5.18%	Increased
393	NI Nuance Investments Kansas City, Missouri	$301M	+$74.2M	3	6.31%	Increased
394	GGHC Gilder Gagnon Howe & Co New York	$299M	+$21.7M	12	5.58%	Increased
395	GAMCO Investors Greenwich, Connecticut	$298M	-$17.8M	19	3.21%	Reduced
396	Polar Asset Management Partners Toronto, Ontario, Canada	$298M	+$8.45M	22	3.65%	Increased
397	Meitav Investment House Bene-Beraq, Israel	$298M	+$24.7M	18	5.11%	Increased
398	Ossiam Paris, France	$294M	-$3.72M	29	7.62%	Reduced
399	Montrusco Bolton Investments Montreal, Quebec, Canada	$292M	-$28.1M	4	6.78%	Reduced
400	Twin Tree Management Dallas, Texas	$291M	-$329M	22	0.63%	Reduced