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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	Chartwell Investment Partners Berywn, Pennsylvania	$130M	+$4.71M	10	2.65%	Increased
402	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$129M	-$1.35M	3	0.98%	Reduced
403	DSM Capital Partners Palm Beach Gardens, Florida	$129M	+$16.4M	1	2.02%	Increased
404	CM CS McKee Pittsburgh, Pennsylvania	$127M	-$4.66M	4	4.05%	Reduced
405	Conning Inc Hartford, Connecticut	$127M	-$12.1M	17	5.44%	Reduced
406	Marshall Wace London, United Kingdom	$127M	+$18.3M	24	1.19%	Increased
407	Eventide Asset Management Boston, Massachusetts	$127M	+$15.8M	5	6.34%	Increased
408	WI WBI Investments Red Bank, New Jersey	$127M	+$105M	7	3.63%	Increased
409	Commonwealth Equity Services Waltham, Massachusetts	$126M	+$5.09M	35	1.19%	Increased
410	SRFM Shannon River Fund Management New York	$125M	-$7.29M	6	24.3%	Reduced
411	Alyeska Investment Group Chicago, Illinois	$125M	+$25.3M	4	1.33%	Increased
412	TAM Tiverton Asset Management Wilimington, Delaware	$125M	-$140M	6	3.97%	Reduced
413	Meyer Handelman Company Rye Brook, New York	$125M	-$219K	8	5.91%	Reduced
414	GA Geneva Advisors Chicago, Illinois	$125M	-$2.16M	12	2.4%	Reduced
415	Mitsubishi UFJ Asset Management Tokyo, Japan	$125M	+$12.5M	21	3.59%	Increased
416	VAM Visium Asset Management New York	$124M	+$33.1M	18	1.87%	Increased
417	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$124M	+$63.2M	9	1.51%	Increased
418	Fjarde Ap-fonden Stockholm, Sweden	$123M	-$4.16M	19	3.24%	Reduced
419	Advisors Asset Management Monument, Colorado	$123M	+$4.63M	40	1.96%	Increased
420	ORI Oak Ridge Investments Chicago, Illinois	$123M	-$4.14M	3	2.94%	Reduced
421	RC RGM Capital Naples, Florida	$123M	-$11.8M	2	16.06%	Reduced
422	United Capital Financial Advisors Irving, Texas	$123M	-$4.97M	24	1.41%	Reduced
423	Institutional Capital Chicago, Illinois	$123M	-$271M	2	1.06%	Reduced
424	Asset Management One Tokyo, Japan	$122M	-$9.35M	30	1.83%	Reduced
425	ArrowMark Colorado Holdings Denver, Colorado	$122M	-$7.61M	4	3.34%	Reduced