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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	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$193M	-$1.26M	7	13.52%	Reduced
402	GTP Global Thematic Partners New York	$192M	+$153M	2	7.55%	Increased
403	SAM Shell Asset Management The Hague, Netherlands	$192M	+$1.15M	36	3.78%	Increased
404	Zurich Insurance Group Zurich, Switzerland	$191M	-$12.1M	14	4.05%	Reduced
405	Welch & Forbes Boston, Massachusetts	$190M	-$1.99M	10	4.54%	Reduced
406	MN Services Vermogensbeheer The Hague, Netherlands	$190M	+$364K	22	4.45%	Increased
407	GW&K Investment Management Boston, Massachusetts	$189M	-$31.9M	8	3.04%	Reduced
408	RG Renaissance Group Covington, Kentucky	$188M	-$5.93M	12	6.57%	Reduced
409	Commerce Bank Kansas City, Missouri	$187M	+$1.53M	27	2.23%	Increased
410	Bowen Hanes & Co Ponte Vedra Beach, Florida	$185M	-$636K	5	8.13%	Reduced
411	Cullen Capital Management New York	$183M	-$5.4M	5	6.76%	Reduced
412	Markel Group Glen Allen, Virginia	$183M	+$9.4M	5	3.09%	Increased
413	FTCM Fir Tree Capital Management New York	$183M	+$72.7M	1	9.86%	Increased
414	CIBC Asset Management Toronto, Ontario, Canada	$183M	+$3.3M	28	1.13%	Increased
415	Wolverine Trading Chicago, Illinois	$183M	+$20.7M	50	0.4%	Increased
416	Segall Bryant & Hamill Chicago, Illinois	$182M	-$14.6M	24	2.69%	Reduced
417	Fenimore Asset Management Cobleskill, New York	$182M	+$1.2M	4	6.4%	Increased
418	EP Elkfork Partners Portland, Oregon	$182M	+$15M	39	4.33%	Increased
419	Ladenburg Thalmann Financial Services Miami, Florida	$181M	+$1.78M	90	1.52%	Increased
420	Advisors Asset Management Monument, Colorado	$181M	-$261K	45	2.96%	Reduced
421	River Road Asset Management Louisville, Kentucky	$181M	-$15.5M	3	3.76%	Reduced
422	Paradigm Capital Management Inc Albany, New York	$180M	-$4.7M	16	14.17%	Reduced
423	Nissay Asset Management Tokyo, Japan	$180M	+$219K	24	4.84%	Increased
424	Sit Investment Associates Minneapolis, Minnesota	$179M	-$12.2M	16	4.6%	Reduced
425	Amalgamated Bank New York	$179M	-$14.8M	43	4.42%	Reduced