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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	Fort Washington Investment Advisors Cincinnati, Ohio	$227M	+$47.9M	15	2.42%	Increased
402	PGGM Investments Zeist, Netherlands	$226M	-$88.1M	5	1.28%	Reduced
403	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$226M	+$30.5M	13	7.04%	Increased
404	Westwood Holdings Group Dallas, Texas	$224M	-$23.1M	15	2.39%	Reduced
405	AGF Investments Inc Toronto, Ontario, Canada	$223M	+$3.69M	9	2.68%	Increased
406	OMERS Administration Corp Toronto, Ontario, Canada	$223M	-$1.87M	9	2.57%	Reduced
407	EIP Easterly Investment Partners Beverly, Massachusetts	$222M	-$78.4M	2	6.24%	Reduced
408	ARK Investment Management St. Petersburg, Florida	$222M	-$57.9M	11	5.59%	Reduced
409	Marsico Capital Management Denver, Colorado	$220M	+$107M	7	7.86%	Increased
410	NC Northcape Capital Sydney, Australia	$220M	-$7.96M	2	35.22%	Reduced
411	Miller Howard Investments Kingston, New York	$220M	-$9.89M	3	6.9%	Reduced
412	Boston Trust Walden Boston, Massachusetts	$218M	-$3.83M	12	2.53%	Reduced
413	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$216M	+$199M	34	6.83%	New
414	SFM Systematic Financial Management Teaneck, New Jersey	$215M	+$10.3M	27	8.42%	Increased
415	Thompson Siegel & Walmsley Richmond, Virginia	$215M	-$33.7M	22	3.29%	Reduced
416	H Hexavest Montreal, Quebec, Canada	$215M	+$67.7M	8	2.62%	Increased
417	D1 Capital Partners New York	$214M	-$132M	1	3.14%	Reduced
418	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$214M	-$8.84M	26	2.89%	Reduced
419	Dai-ichi Life Insurance Company Tokyo, Japan	$213M	+$46.7K	24	4.81%	Increased
420	Peregrine Capital Management Minneapolis, Minnesota	$213M	-$34.5M	10	5.41%	Reduced
421	Advisor Group Phoenix, Arizona	$211M	-$8.63M	95	1.46%	Reduced
422	Davenport & Co Richmond, Virginia	$210M	+$3.23M	19	2.25%	Increased
423	SCM Shapiro Capital Management Atlanta, Georgia	$206M	-$33.4M	3	4.36%	Reduced
424	Advisors Asset Management Monument, Colorado	$204M	-$756K	47	3.58%	Reduced
425	Oppenheimer Asset Management New York	$204M	-$11.4M	51	4.3%	Reduced