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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
426	Bridgeway Capital Management Houston, Texas	$116M	-$30.6M	27	2.44%	Reduced
427	KBC Group Brussels, Belgium	$116M	-$104M	33	2.34%	Reduced
428	Meyer Handelman Company Rye Brook, New York	$116M	+$1.44M	8	5.9%	Increased
429	Driehaus Capital Management Chicago, Illinois	$115M	-$10.6M	12	4.15%	Reduced
430	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$114M	-$16.6M	13	1.05%	Reduced
431	Chartwell Investment Partners Berywn, Pennsylvania	$114M	-$25.5M	10	2.44%	Reduced
432	CAM ClariVest Asset Management San Diego, California	$113M	-$28.6M	19	3.4%	Reduced
433	Commonwealth Equity Services Waltham, Massachusetts	$112M	+$203K	33	1.18%	Increased
434	Becker Capital Management Portland, Oregon	$112M	+$40.1M	4	5.04%	Increased
435	SW SVB Wealth Boston, Massachusetts	$112M	-$8.99M	16	4.33%	Reduced
436	Commerce Bank Kansas City, Missouri	$111M	-$830K	20	1.91%	Reduced
437	Beck Mack & Oliver New York	$110M	-$6.79M	5	3.33%	Reduced
438	Clal Insurance Tel-Aviv, Israel	$109M	-$35.3M	3	2.83%	Reduced
439	Bridgewater Associates Westport, Connecticut	$109M	+$53.1M	15	1.46%	Increased
440	Utah Retirement Systems Salt Lake City, Utah	$109M	+$687K	24	3.12%	Increased
441	Mutual of America Capital Management New York	$109M	-$945K	37	2.58%	Reduced
442	RNC Capital Management Los Angeles, California	$108M	-$1.68M	5	10.45%	Reduced
443	PRCM Pine River Capital Management Minnetonka, Minnesota	$108M	+$9.05M	14	1.39%	Increased
444	SC SRB Corp Boston, Massachusetts	$108M	+$929K	9	14.82%	Increased
445	Raymond James Financial Services Advisors St. Petersburg, Florida	$108M	+$91.1M	22	1.8%	Increased
446	Granahan Investment Management Waltham, Massachusetts	$108M	-$6.77M	8	3.33%	Reduced
447	Numeric Investors Boston, Massachusetts	$108M	-$15.2M	21	1.25%	Reduced
448	Advisors Asset Management Monument, Colorado	$107M	-$9.79M	40	1.71%	Reduced
449	Marshall Wace London, United Kingdom	$107M	+$8.27M	19	1.32%	Increased
450	NAM NorthCoast Asset Management Greenwich, Connecticut	$107M	-$50.8M	5	5.83%	Reduced