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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	O'Shaughnessy Asset Management Stamford, Connecticut	$722M	+$12.1M	51	7.45%	Increased
402	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$720M	-$6.29M	65	13.86%	Reduced
403	Paradigm Capital Management Inc Albany, New York	$716M	-$34.3M	20	32.65%	Reduced
404	Walleye Trading New York	$716M	+$13.9M	44	1.7%	Increased
405	Kestra Advisory Services Austin, Texas	$714M	+$58.9M	46	3.99%	Increased
406	Prudential plc London, England, United Kingdom	$706M	+$31.5M	37	4.76%	Increased
407	ABN AMRO Investment Solutions Paris Cedex 008,	$706M	-$58.4M	26	12.81%	Reduced
408	HM Payson & Co Portland, Maine	$704M	-$41.6M	31	12.79%	Reduced
409	Pinnacle Associates New York	$695M	-$40.3M	38	10.88%	Reduced
410	Schonfeld Strategic Advisors New York	$689M	-$37.5M	74	4.45%	Reduced
411	C WorldWide Group Copenhagen, Denmark	$687M	+$20.2M	3	7.43%	Increased
412	GW&K Investment Management Boston, Massachusetts	$685M	+$37.8M	37	6.26%	Increased
413	Scotia Capital Toronto, Ontario, Canada	$681M	+$557M	31	3.99%	Increased
414	Guinness Asset Management London, United Kingdom	$681M	-$130M	14	14.06%	Reduced
415	Welch & Forbes Boston, Massachusetts	$678M	-$20.1M	15	9.05%	Reduced
416	Crossmark Global Holdings Houston, Texas	$672M	-$50.9M	53	12.84%	Reduced
417	Andra AP-fonden Goteborg, Sweden	$672M	+$4.06M	17	11.29%	Increased
418	Shelton Capital Management Denver, Colorado	$668M	+$13.4M	37	18.13%	Increased
419	Caxton Associates (New York) New York	$668M	+$479M	25	22.82%	Increased
420	Great Lakes Advisors Chicago, Illinois	$663M	-$132M	35	5.89%	Reduced
421	Glenview Trust Louisville, Kentucky	$660M	-$5.68M	24	13.27%	Reduced
422	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$657M	+$51.2M	75	3.52%	Increased
423	Phoenix Financial Givatayim, Israel	$652M	-$29.4M	27	9.93%	Reduced
424	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$650M	+$61.3M	22	5.99%	Increased
425	Tidal Investments Milwaukee, Wisconsin	$646M	+$135M	62	8.68%	Increased