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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 Southpoint Capital Advisors New York	$195M	+$24.2M	1	7.37%	Increased
402	Bowen Hanes & Co Ponte Vedra Beach, Florida	$193M	-$6.61M	7	8.32%	Reduced
403	Mondrian Investment Partners London, United Kingdom	$193M	-$14.8M	5	6.15%	Reduced
404	Hosking Partners London, United Kingdom	$192M	+$15M	10	4.68%	Increased
405	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$191M	+$11.5M	25	2.78%	Increased
406	Amalgamated Bank New York	$189M	-$11.6M	51	4.41%	Reduced
407	PP Paloma Partners Greenwich, Connecticut	$188M	+$55.5M	44	3.18%	Increased
408	Davenport & Co Richmond, Virginia	$187M	+$31.8M	17	2.23%	Increased
409	Carmignac Gestion Paris, France	$187M	+$106M	2	2.32%	Increased
410	Donald Smith & Co New York	$187M	-$52.7M	2	7.43%	Reduced
411	Brandes Investment Partners La Jolla, California	$187M	-$34.2M	4	4.15%	Reduced
412	Driehaus Capital Management Chicago, Illinois	$186M	+$45.2M	6	5.83%	Increased
413	MPMG Minneapolis Portfolio Management Group Wayzata, Minnesota	$186M	+$34.1M	5	22.04%	Increased
414	Burgundy Asset Management Toronto, Ontario, Canada	$183M	+$5.05M	2	1.83%	Increased
415	ACM Argent Capital Management St Louis, Missouri	$182M	-$23.7M	12	6.92%	Reduced
416	Cooke & Bieler Philadelphia, Pennsylvania	$181M	+$70.3M	5	3.17%	Increased
417	Wolverine Trading Chicago, Illinois	$181M	+$70.9M	45	0.51%	Increased
418	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$181M	-$1.38M	8	13.49%	Reduced
419	Advisors Asset Management Monument, Colorado	$179M	-$4.3M	48	3.2%	Reduced
420	NIMC NWQ Investment Management Company Los Angeles, California	$179M	-$16.3M	8	4.02%	Reduced
421	Oppenheimer Asset Management New York	$178M	-$9.38M	48	3.93%	Reduced
422	Advisor Group Phoenix, Arizona	$178M	+$8.91M	94	1.36%	Increased
423	MUFG Securities EMEA London, United Kingdom	$178M	+$4.52M	15	1.88%	Increased
424	Paradigm Capital Management Inc Albany, New York	$177M	-$4.71M	17	16.13%	Reduced
425	EP Elkfork Partners Portland, Oregon	$177M	-$22.6M	41	4.32%	Reduced