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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
401	CIBC Private Wealth Group Atlanta, Georgia	$150M	+$139M	12	1.27%	New
402	EP Edinburgh Partners Edinburgh, United Kingdom	$149M	-$3.88M	1	12.68%	Reduced
403	LCS Levin Capital Strategies New York	$148M	-$33M	7	2.49%	Reduced
404	GAMCO Investors Greenwich, Connecticut	$148M	+$2.43M	11	0.8%	Increased
405	First Manhattan New York	$147M	-$1.56M	20	0.97%	Reduced
406	TAM Third Avenue Management New York	$147M	-$509K	2	2.85%	Reduced
407	PAR Capital Management Boston, Massachusetts	$146M	+$48.5M	4	4.42%	Increased
408	CCM Cadian Capital Management New York	$146M	-$91.7M	3	3.65%	Reduced
409	TBC Tweedy, Browne Co Stamford, Connecticut	$144M	-$327K	1	3.32%	Reduced
410	Rothschild & Co Asset Management US Stamford, Connecticut	$144M	+$9.86M	10	3.21%	Increased
411	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$144M	+$109M	10	5.68%	Increased
412	AC Amici Capital New York	$144M	-$14.6M	3	4.72%	Reduced
413	SAM Shell Asset Management The Hague, Netherlands	$144M	+$9.93M	19	2.39%	Increased
414	Ignis Investment Services Edinburgh, United Kingdom	$144M	+$7.95M	6	5%	Increased
415	Advisors Asset Management Monument, Colorado	$142M	-$2.83M	40	2.15%	Reduced
416	HAM HHR Asset Management Berkeley Heights, New Jersey	$141M	+$1.88M	2	5.78%	Increased
417	Madison Investment Holdings Madison, Wisconsin	$141M	-$7.88M	5	2.69%	Reduced
418	1919 Investment Counsel Baltimore, Maryland	$140M	-$6.41M	13	2.85%	Reduced
419	TimesSquare Capital Management New York	$139M	-$67.8M	3	0.73%	Reduced
420	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$139M	-$31.9M	4	3.77%	Reduced
421	NA Navellier & Associates Reno, Nevada	$138M	+$1.86M	15	6.45%	Increased
422	BCM Brown Capital Management Baltimore, Maryland	$137M	-$782K	3	2.26%	Reduced
423	Segall Bryant & Hamill Chicago, Illinois	$137M	+$6.78M	16	3.27%	Increased
424	Mitsubishi UFJ Asset Management Tokyo, Japan	$136M	+$8.72M	20	3.63%	Increased
425	Kennedy Capital Management St Louis, Missouri	$136M	-$19.4M	20	2.57%	Reduced